Our Latest.

Planning for Addict Beneficiaries

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While the topic of substance abuse in families can be difficult, it's a growing epidemic that is important to take into account when estate planning.

Phone Scam Alert

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Do not fall for the Suspended Social Security Number scam.

Off the Beaten Path: Hidden Gems in the US - Dispatches From Route 66

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If you are considering taking a vacation in 2020, book it sooner rather than later. Learn more.
Assistance League Tulsa

SPOTLIGHT - Assistance League Tulsa

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An all-volunteer nonprofit that provides students with a full school wardrobe and the confidence they need to succeed in class.

A Beneficial New Year’s Resolution

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Some resolutions are hard to accomplish. This one is easy - but very important, especially with the passage of the SECURE Act.

ViewPoint - Congratulate Our Professional Team

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Let's raise a glass to the new year! We have two new officers and several professionals have been promoted.

SECURE Act Significantly Impacts Your Retirement Planning

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If you have an IRA heading into 2020, here's what you need to know about the new tax law and how it may impact your retirement and estate planning.

Doing the Limbo

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Our Chief Investment Officer looks back at 2019. Stock returns were very strong, but the bond market forced investors to play the limbo game.

January 2020 Investment Perspectives

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Our experts comment on the stock market returns, interest rates, estate planning, retirement planning and more.
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