Articles | Private Wealth Management

April 5, 2022

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

April 5, 2022

Is an economic “soft landing” possible with historically high inflation?

April 5, 2022

Our Oklahoma City team is moving to an office – one that will is better serve our clients and our employees.

April 5, 2022

You love your things – but how do your heirs feel about them?

April 5, 2022

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

April 4, 2022

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

January 3, 2022

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.

January 3, 2022

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

January 3, 2022

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

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