ViewPoint – A Letter From the Desk of Michael Hopper – April 2025

Recent market volatility and natural disasters have shown how important it is to have your financial plan reviewed and updated.
Navigating Volatile Markets

Savvy investors can find calm in the rough waters by sticking to a proven portfolio diversification strategy with regular rebalancing.
Estate Planning Given Extra Agility Thanks to New Oklahoma Act

Empower yourself against digital risks with practical tips to safeguard yourself and loved ones in today’s interconnected financial landscape.
ViewPoint – A Letter From the Desk of Michael Hopper – January 2025

As we move into 2024, we want to share several promotions and additions to the Trust Company of Oklahoma team.
2024’s Surprises Shaping 2025

2024 was a turbulent year for investing, but many people’s minds are focused on what 2025 looks like. We take a look at what the future may hold.
Roth Retirement Savings Strategies

We take a look at the new rules for FDIC insurance limits for bank deposits owned by trusts. The good news: It will be simpler to calculate.
IRA Stretch: A Special Needs Trust Solution

Empower yourself against digital risks with practical tips to safeguard yourself and loved ones in today’s interconnected financial landscape.
ViewPoint – A Letter From the Desk of Michael Hopper – October 2024

As we move into 2024, we want to share several promotions and additions to the Trust Company of Oklahoma team.
Economic Anomalies

2023 was a turbulent year for investing, but many people’s minds are focused on what 2024 looks like. We take a look at what the future may hold.
Preventing Supply Chain Strain

Can bringing manufacturing back to the United States be the answer to the many challenges of global production?