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One Hundred Years Later – Dispatches From Route 66

Are you suffering from Presidential Election Fatigue? Let’s take a look at the 1920 U.S. Election for some healthy historical perspective.

More Confidence, Less Cash – Dispatches From Route 66

What will it take to get us back on the horse and reignite the U.S. economy?

A Leader’s Legacy – Saying Farewell to Tom Wilkins

Recently, Thomas W. Wilkins retired as CEO of Trust Company of Oklahoma after 30 years serving our clients. He will remain as Chairman of our Board of Directors and the values he has instilled in all of us are his strongest legacy.

Disconnected and Detached – Stock Market v. Economic Reality

A comprehensive overview of the stock market in 2020.

Hazards of Other People’s Money

Six tips to avoid mistakes and litigation when serving as individual trustee.

To Infinity and Beyond – Dispatches From Route 66

It’s an Apple-and-Tesla new world. Let’s talk about paradigm shift.

Estate Planning for Children Moving Out

The essential estate planning documents to ensure your new adult is legally and financially prepared for adulthood.

The Trend Is Your Friend

Investment management in the time of COVID-19, government interference, and low interest rates. Keep an eye on the trends.

Whittney Stauffer Joins Friends of Finance Board of Directors

Whittney Stauffer

Trust Company of Oklahoma (TCO) is proud to announce that Vice President Whittney Stauffer has been elected to the Friends of Finance Board of Directors.

The slate of officers for 2020-2021 is comprised of President: Lane Wilson, Williams; Vice President: Mike Osborne, Ernst & Young; Treasurer: T. D. Eureste, ONEOK, Inc.; and Secretary: Mike Neal, Tulsa Regional Chamber.

Since 1985, the organization founded by the University of Tulsa’s Collins College of Business has brought leading business executives to TU’s campus to share their perspectives on business issues.

Friends of Finance fosters meaningful conversations about the economy and the financial industry. As past president of the Friends of Finance Board, I have personally supported the organization over the years. TCO is extremely proud of Whittney’s commitment to serve the organization as a board member. Her experience and skills will certainly enrich Friends of Finance’s mission” stated James F. Arens II, president and CEO of Trust Company of Oklahoma.

About Trust Company of Oklahoma

Founded in 1981, Trust Company of Oklahoma provides asset management and unbiased financial advice for individuals, families and organizations in Oklahoma and throughout the country. Trust Company of Oklahoma currently manages approximately $4.5 billion in client assets from their offices in Tulsa and Oklahoma City.

Protecting Your Loved Ones

Oklahoma families now have the right to install monitoring cameras in assisted living residents’ rooms. This could help avoid abuse and neglect, but also provide peace of mind during lockdowns. Read Lesa Creveling’s article on Tulsa World.

The Price of Greatness – Dispatches From Route 66

Philip Mock reviews TV series about Michael Jordan.

Who Will Make Health Care Decisions When You Can’t?

Key documents to ensure your health care decisions will be followed.

SPOTLIGHT – Ronald McDonald House of Charities Tulsa

In 2019, the Ronald McDonald House of Tulsa provides lodging and support for families coming to Tulsa to seek health care for their sick children. Learn more.

Returning Stimulus Payments Made to Deceased Individuals

Have you received a stimulus payment made to your deceased spouse? Here is how to return it.

Adoption and Estate Planning

If you (or a family member) ever placed a child for adoption and don’t want him to be an heir, you should revisit your estate planning documents.

Collective Healing Process – Dispatches From Route 66

The current pandemic created tough challenges for our community. And much like the OKC Bombing 25 years ago, we are collectively supporting each other. Read more.

What Will Your “New Normal” Look Like?

How will the COVID-19 social distancing affect your life going forward? Read.

Don’t Touch Your Portfolio (Or Your Face!) – Dispatches From Route 66

Investment Dos and Don’ts During Recession.

Tax Day Delayed To July 15

As COVID-19 grips the nation, the IRS delayed the deadline to file and pay federal income taxes. Read more.

Our Response To COVID-19

Our offices are open and our services continue uninterrupted. Read more.

SPOTLIGHT – Homeless Alliance

In 2019, the Homeless Alliance helped 754 people work their way out of homelessness. Learn more about this dedicated nonprofit organization.

Don’t Let Fear Paralyze You

In times of uncertainty with stock market and health concerns, it is easy to let fear paralyze us. Read Lesa Creveling’s article.

Buying or Renting? – Dispatches From Route 66

We are often asked about the trade-offs between buying and renting a home. In this article, Nick Gallus offers some general advice and observations to help you navigate this decision.

Why Have TCO Serve as Your Corporate Trustee

Although you may ask a relative or a friend to be your trustee, a corporate trustee can be a wiser choice. Learn more.

Guardianship Checklist

While confronting mortality can be difficult for any parent, it’s beneficial to leave your nominated guardian with a guide for raising your children in the event of your absence or incapacity. Learn more.

All Bets on the Underdog – Dispatches From Route 66

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

Planning for Addict Beneficiaries

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.

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

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

SPOTLIGHT – Assistance League Tulsa

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

SECURE Act Significantly Impacts Your Retirement Planning

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.

Final Edition – Bob’s Market Observations

For your sake, I have decided to wrap up with a single reminder I regularly direct at myself.

New Year’s Resolution: Revisit Your Estate Plan

Now that the holidays are officially behind us, many of you are revisiting that final vestige of the season: the resolution list.

Be a Responsible Property Owner: Properly Store Your Documents

While record-keeping can be a tedious task, it’s essential to being a responsible property owner.

It’s Cyber Monday for Cyber Criminals, Too

While we are online looking for the best deals, cyber criminals are looking for opportunities to steal our sensitive information. Learn how to protect yourself.

A Christmas Gift to Your Future Self

Make your end-of-year bonus increase your retirement readiness. Take a look at how much you can contribute in 2020 towards your retirement plan.

Chill Before Serving to Avoid Family Litigation

Litigation can be destructive to families, both financially and emotionally. Learn how families can avoid the courts to settle their differences.

Bob McCormick Hits the Open Road

Our colleague is taking an early retirement at the end of the year. Although we don’t normally announce retirements in this publication, it is important to note a few of Bob’s lasting impacts on us, his colleagues.

Where There’s a Will…

What do Aretha Franklin, President Abraham Lincoln and Prince have in common? Find out.

What Does Your Family Look Like?

Family structures have become more complex over the last few decades. Most households are now the result of blended families with working moms, adopted kids, second marriages, and the list goes on. Your estate plan needs to be customized for your specific situation.

IRA: Why, When & How Often?

Here we share some important guidance on when to withdraw funds from your IRA. While withdrawal may seem like an easy task, you may find yourself paying more in taxes than necessary.

Philip Mock Earn CFA® Designation

TCO proudly announces that senior vice president Philip D. Mock earned the Chartered Financial Analyst designation.

Don’t Judge A Book (Or A Nursing Home) By Its Cover

Selecting an assisted living facility for a parent or grandparent is not an easy job. Understand a few key components to ensure quality care and happiness for your loved ones.

The Fiduciary Rule: What It Means For You

We have served our clients with a fiduciary duty since our founding in 1981.

ViewPoint – Why Clients Do Business With Us

I have many reason to be proud of who we are and the services we offer