Our Latest.

April 2022 Investment Perspectives
We discuss the Fed's response to inflation, updates to our Oklahoma City office, choosing a successor trustee and dealing with your "things."

The Fed’s War on Inflation
Is an economic “soft landing” possible with historically high inflation?

ViewPoint – A Letter From the Desk of Jim Arens – April 2022
Our Oklahoma City team is moving to an office – one that will is better serve our clients and our employees.

Finding Peace With Your Possessions
You love your things – but how do your heirs feel about them?

Is There a Pilot on Board?
Choosing your successor trustee is a lot like choosing a co-pilot – be careful who you choose to handle your assets after your death.

SPOTLIGHT – NewView Oklahoma
Learn how NewView Oklahoma has been helping empower those who are blind or have low vision since 1949.

January 2022 Investment Perspectives
We discuss inflation, the market and the economy of 2021 and 2022, the 1099-B form, the difference oil & gas professionals can make, and more.

SPOTLIGHT – Iron Gate
Learn how Iron Gate has been working to lessen hunger in Tulsa through its soup kitchen and grocery pantry.

Knowledge Is Power
Professional guidance can pay dividends when it comes to examining your oil and gas assets.