Becky Frank, Tulsa Metro Chamber Chairman & CEO of Schnake Turnbo Frank| PR recently visited with two
of Trust Company of Oklahoma’s portfolio managers, Michael Abboud and Cameron Turner, to get their perspective
and opinions on investments in the world today.
Karen Ellis provides 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.
(Originally published January 2009)
David Stanley clears up a common misconception some individuals have when they hear the name “Trust Company of Oklahoma.”
Jim Arens shares his thoughts on what investors can expect from the stock market in 2012.
Protecting your assets from creditors may not be the first thing you think about when you wake up but all too often, people do not think about it at all until it is too late. Fortunately, in Oklahoma we have an attractive asset protection vehicle called the Oklahoma Family Wealth Preservation Trust (FWPT) that can help Oklahoma residents and non-residents alike. Read Lesa Creveling’s insightful article (originally published June 2006) on the benefits of this asset protection trust, its tax treatment and how it works in relation to federal bankruptcy law.
Joanna Murphy discusses the challenges individuals face when serving as a trustee or as an executor of an estate. Being a fiduciary carries a tremendous amount of responsibility ranging from detailed record keeping to bill paying, from tax returns to investments. But don’t despair – Joanna also shares how having a corporate trustee such as Trust Company of Oklahoma can help ease the burden when filling this role, especially for friends and family.
Published in Investment Perspectives October 2011 issue.
Published in the Tulsa World on August 18, 2011.
It depends on your outlook.
Is there a purpose for your prosperity? In other words, what are you trying to accomplish with your wealth?
Many do not realize that gasoline accounts for less than one-half of the products made from a barrel of crude in the U.S
If there is one thing our Congress is good at, it is their ability to consistently kick the can…
Parents of children with disabilities are often faced with the challenge of providing a level of care most families never experience.
When I retire, I plan to travel to exotic places, spoil the grandkids I hope to have someday and spend lots of time on the beach. I know these dreams won’t come true without some wise decisions on my part–many of which have to do with my retirement plan.
Crises around the globe have consumed much of our attention as of late.
America must address currency manipulation and focus on exports so as to lessen our dependence on personal consumption and housing as sources of economic growth.
As the old saying goes, nothing in life is certain but Death and Taxes.
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