SPOTLIGHT – Oklahoma Hall of Fame
Learn how Positive Tomorrows helps central Oklahoma students and families facing homelessness succeed in the classroom and beyond.
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SPOTLIGHT – Positive Tomorrows
Learn how Positive Tomorrows helps central Oklahoma students and families facing homelessness succeed in the classroom and beyond.
SPOTLIGHT – South Tulsa Community House
Learn how South Tulsa Community House helps individuals and families combat hunger and poverty, ultimately empowering clients to independence.
SPOTLIGHT – Sharing Tree
Learn how Sharing Tree is bringing dignity to the shopping experience for central Oklahoma individuals and families in need.
SPOTLIGHT – Catholic Charities of Eastern Oklahoma
Learn how Catholic Charities of Eastern Oklahoma is providing services to all in need.
SPOTLIGHT – NewView Oklahoma
Learn how NewView Oklahoma has been helping empower those who are blind or have low vision since 1949.
SPOTLIGHT – Iron Gate
Learn how Iron Gate has been working to lessen hunger in Tulsa through its soup kitchen and grocery pantry.
Taking Stock of Big Tech
Big Tech has enjoyed big gains during the pandemic, but how long can its dominance last?
Defending Yourself Against Keyboard Criminals
Cyberscams and cyberattacks can happen quickly. Use these tips to help keep your identity out of the hands of criminals.
Decanting Statute Will Rewrite Oklahoma’s Trust Playbook
Much like how a game in 1912 forever changed the game of football, a new Oklahoma statute will change the way trustees can act on behalf of beneficiaries.
SPOTLIGHT – Sunbeam Family Services
Learn how Sunbeam Family Services serves vulnerable children, families and seniors throughout central Oklahoma.
SPOTLIGHT – TSHA
TSHA has been providing resources, advocacy and language accessibility to Oklahomans who are deaf or hard of hearing since 1953.
Fleeting or Forever?
It’s the word dominating headlines and on most people’s minds. Is inflation here to stay, or will it ease as the pandemic restrictions end?
Spousal Lifetime Access Trusts
The Spousal Lifetime Access Trust may be the perfect tool to shift assets out of your taxable estate.
SPOTLIGHT – Parent Child Center of Tulsa
Learn more about PCCT, working hard to prevent child abuse and neglect in our community.
Bitcoin Basics
Bitcoin has been described as ‘digital gold.’ But what exactly is it?
SPOTLIGHT – Oklahoma Lawyers for Children
Learn more about OLFC, working tirelessly to provide legal representation for abused and neglected children in foster care.
Walden, Donuts and Estate Planning
Lessons on estate planning from Thoreau’s masterpiece.
SPOTLIGHT – Clarehouse
Learn more about Clarehouse, a community home for dying individuals that has served Northeastern Oklahoma for 17 years.
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.
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
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
A 2021 Oklahoma State bill authorizes the electronic monitoring of assisted living residents’ common areas.
The Price of Greatness – Dispatches From Route 66
Philip Mock reviews TV series about Michael Jordan.
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.
The Winding Road to Recovery
2020: Reasons to stay optimistic about the economy while working towards the end of the pandemic.
SPOTLIGHT – Homeless Alliance
In 2019, the Homeless Alliance helped 754 people work their way out of homelessness. Learn more about this dedicated nonprofit organization.
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.
Phone Scam Alert
Do not fall for the Suspended Social Security Number scam.
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.
Final Edition – Bob’s Market Observations
For your sake, I have decided to wrap up with a single reminder I regularly direct at myself.
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.
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.
Spotlight – Resonance
Resonance is a center for women, helping improve lives and rebuild families.
Honey, We Forgot The Car!
How to handle cars in estate planning
Trying Not To Be a Dodo
Changing Political Climate Threatens Fiscal Conservative Species
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