Newsletter articles

To Infinity and Beyond – Dispatches From Route 66

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

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.

ViewPoint – Our Offices Are Open

Our offices are open and our professionals continue to serve you. Read more.

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.

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.

ViewPoint – Congratulate Our Professional Team

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

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.

ViewPoint – Great News About Our Professional Team

Summer was busy at TCO with some great achievements by our professional team and two new officers joining our firm.

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.

ViewPoint – Why Clients Do Business With Us

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

ViewPoint – A Message from the Desk of Tom Wilkins

“Why should anyone hire Trust Company of Oklahoma to serve as corporate trustee and invest the assets if a family member can do it for free?” she asked me. Here’s what I responded.

Playing Hoops With the IRS

Are you a small business owner or investor? Please meet Qualified Business Income (QBI) deduction.

A message from the Desk of Tom Wilkins

It is always a pleasure to recognize the professionals who earned promotions and well deserved professional accreditations. Read more.

Spotlight – Alzheimer’s Association

Each quarter, we highlight a local nonprofit organization working to improve our communities. Learn more about the Alzheimer’s Association.

Spotlight: The Pencil Box

The Pencil Box is a nonprofit free store that provides the necessary supplies students must have to learn. Learn more.

Taking Shortcuts on Retirement

Deciding when to retire is a very important financial decision. Some choose to retire later in life.

When Instincts Are Wrong: Overcoming Behavioral Biases

One of the fascinating aspects of managing wealth for individuals is getting to watch the wide range of human emotions play out in real time.

The Class of 2030 – Gearing Up For College Without Going Broke

According to some predictions, the estimate cost for my five-year-old to attend a four-year public university is around $175,000 and this is assuming he receives in-state tuition. A private college is expected to be closer to $475,000. Gulp!

Spotlight: Women In Recovery

Women in Recovery (WIR) is an intensive outpatient alternative to incarceration for eligible women…

Should Anyone Buy Bonds?

Past performance is not a predictor of future results.

Our Highest Achievement: Letters from future entrepreneurs.

We are a proud sponsor of Junior Achievement Biztown, a program that combines in-class learning with a day-long visit to a simulated town. Every once in a while, students who visited Biztown write us letters about their experience. Read excerpts.

Smart Homes – Back to the Future

I can still remember turning the TV dial to watch “Back to the Future Part II” in the late 1980s and thinking to myself: “Finger scanning, talking to a remote control, flying cars, and hover boards would never exist in my lifetime.”

TCO is a proud sponsor of the Parkinson’s Walk & 5k

It’s an opportunity to raise awareness and celebrate the lives of over 15,000 Oklahomans living with Parkinson’s Disease.

Multi-Coping

Innovation Everywhere, Except in the Numbers

Spotlight: Coffee Bunker

In the field of military operations, a bunker is a place for respite and rest, a place to regroup and prepare to reengage.

Overcoming The Emotion of Family Properties

Family legacy properties are extremely emotional assets. The feelings triggered by the thought of parting with the family farm, lake cabin or beach house can become the cause of tension among family members.

Predictably Unpredictable

What a predictable year it’s been.

Finding Meaning in the Noise

When I wrote in this space last October, stock market averages had fallen sharply in August and September and investors were fearful of further declines.

Retirement Income Planning: Escaping from the Daily Grind

Odds are you too have invested far more time than necessary researching some banal household purchase. But if you are nearing your retirement or are already in the midst of it, how much time have you have considered your income strategy in retirement? Was it more or less than the time spent on your last Amazon.com purchase?

Spotlight: Tulsa Habitat for Humanity

Since 1988, the nonprofit has worked with more than 350 families to realize their dream of homeownership.

Tough Times for Oil Producers

Belt-tightening is taking place all across the oil and gas industry, impacting Oklahoma families…

Spotlight: Oklahoma Firefighter’s Burn Camp

Oklahoma Firefighters Burn Camp is a five-day summer camp that accepts children ages six to 16 who have suffered severe burn injuries or traumatic injuries causing scarring and disfigurements. It began in 1999 and is held every August at Dry Gulch USA, in Pryor, Okla. The camp is a place of unconditional love and acceptance, where scars do not limit future goals and successes.

The Money Market Reform

Establishing Trust, Step-By-Step

Creating a trust is a very important step in the estate planning process; but without funding the trust, there is no value to the trust document.

Whatever it Takes?

U.S. stocks were up modestly the first half of the year. The trip was anything but calm. A sharp drop early in the year was followed by a rally moving in tandem with higher oil prices.

Spotlight: Zero 2016 Tulsa

It is estimated that on a single night in January 2014, over 578,424 people in this country slept outside, in an emergency shelter or in a transitional housing program. This epidemic is not a distant statistic, it is right here in Tulsa. Approximately 6,500 individuals flow through our local shelters each year.

Tough Times for Oil Producers

Belt-tightening is taking place all across the oil and gas industry, impacting Oklahoma families.

A Tale of Two Halves

We were in the midst of March Madness when I realized the first quarter of 2016 was like a basketball game for the markets, comprised of two unique halves.

April 2016 Investment Perspectives

Dangerous Words

Dangerous Words

by Robert McCormick

There are five words investors should always use with caution: “It is different this time”. In this article Bob suggests two unusual suspects which may explain why “different” may be happening now.

Read More 

The Real Deal?

The Real Deal?

by Scott Cravens

Forget about the get rich quick schemes for a moment and read Scott’s level-headed advice about the pros and cons of owning real estate.

Read More

Taxes & Scams, Ham & Eggs

Tax season is unnerving enough without scammers preying on you. In this article, Bob shares the latest scam to be wary of.

Will the Bull Stumble in 2014?

Will the Bull Stumble in 2014?

Spotlight: Blue Star Mothers

Will the Bull Stumble in 2014?

HEMS To Live By

Joanna Murphy reviews how important language and communication are when it comes to estate planning.

All Eyes On The Fed

Jim Arens discusses what the new year might hold for both stocks and bonds and whether the strong stock returns of 2013 are likely to continue.

Don’t Let Your Digital Assets Evaporate Into the Cloud

In this article, Melissa Taylor sheds light on a subject that has never crossed the minds of many, Digital Assets & Estate Planning.

Fees Matter

In Debi Combs article, Fees Matter, she explains the importance of knowing what fees are being charged in your 401(k) plan and how those fees can effect your bottom line at retirement.

A Legacy of Wealth and Purpose

In Jamie O’Shields article, A Legacy of Wealth and Purpose, she provides helpful tips on how to make sure your family legacy is carried on… long after you are gone.

Tough Love

In his article, Tough Love, Bob McCormick shares his thoughts on how the possible change in Federal Reserve policy may affect interest rates and the stock market.

Can Stocks Stay “In The Zone”?

With a strong first quarter for stocks, Cameron Turner explains the reasons and offers his thoughts as to what the future might bring.

It’s All About Medicare

With the dawn of 2013, Jim Arens shares his thoughts on what the upcoming year may hold for the investment community and more importantly, for you.

So You Think You’re Rational?

Cameron Turner’s article poses three questions to help you determine if you are a rational investor.

Avoiding A Fall Off The Fiscal Cliff

With the presidential election only a month away, the “fiscal cliff” looming at the end of this year, and the potential for significant increases in taxes beginning next year, investors are focusing  on what might happen and what they should do about it.

The Sunny Side of the Street

While most Oklahomans are hoping for a little rain, it’s a safe bet that no one wants it to start raining on the real estate market’s slow and steady recovery.

The Retirement Myth

Two popular yet contradictory mindsets in modern culture say that you should love what you do and that you should strive to stop doing it as early as possible.

Well, Shake It Up, Baby, Now… Twist & Shout

It’s July, which typically means summer vacation! However, that’s not the case for the Federal Reserve, as Corey Redington discusses the impact on investors of the Fed’s continuation of Operation Twist announced in June.

The Sword of Damocles: Funding the Living Trust

Jamie O’Shields writes about unfunded living trusts and the dangers of staying in the hot seat.

Preventing Exploitation of Elders

Jennifer May discusses a topic we all hope to never experience but need to be made aware of. Elder exploitation is no joke. Learn how to arm yourself and your loved ones.