Trying Not To Be a Dodo
Changing Political Climate Threatens Fiscal Conservative Species
Changing Political Climate Threatens Fiscal Conservative Species
“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.
Are you a small business owner or investor? Please meet Qualified Business Income (QBI) deduction.
It is always a pleasure to recognize the professionals who earned promotions and well deserved professional accreditations. Read more.
Each quarter, we highlight a local nonprofit organization working to improve our communities. Learn more about the Alzheimer’s Association.
A message from the desk of Tom Wilkins.
Tech companies are disproportionally driving stock market returns and capturing the majority of national headlines. But haven’t we seen this (scary) movie before, during the “Tech Bubble?”
The Pencil Box is a nonprofit free store that provides the necessary supplies students must have to learn. Learn more.
Deciding when to retire is a very important financial decision. Some choose to retire later in life.
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 Oklahoma Council on Economic Education (OCEE) is dedicated to reaching every student in Oklahoma.
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!
Mourning is painful and stressful.
Women in Recovery (WIR) is an intensive outpatient alternative to incarceration for eligible women…
Past performance is not a predictor of future results.
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.
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.”
It’s an opportunity to raise awareness and celebrate the lives of over 15,000 Oklahomans living with Parkinson’s Disease.
Innovation Everywhere, Except in the Numbers
A closer look at one of our team members.
A close look at where the interest rates may be headed.
In the field of military operations, a bunker is a place for respite and rest, a place to regroup and prepare to reengage.
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.
What a predictable year it’s been.
A Message From the Desk of Tom Wilkins
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.
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?
Old age “ain’t for sissies.” There is some truth to that.
Since 1988, the nonprofit has worked with more than 350 families to realize their dream of homeownership.
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.
Trust Company of Oklahoma is proud to introduce TCO Title Services, LLC.
The Securities Exchange Commission (SEC) has issued new rules for prime (nongovernment) money market funds. Learn how this affects your investments.
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.
How to Make a Roth Work for You
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.
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.
Belt-tightening is taking place all across the oil and gas industry, impacting Oklahoma families.
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.
Pets Welcome
The Markets: Past and Future
Learn to Love the Pullbacks
Learn to Love the Pullbacks
Learn to Love the Pullbacks
Multi-Coping
Hope Springs Eternal
Climbing The Wall Of Worry
Learn to Love the Pullbacks
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.
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.
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?
Will the Bull Stumble in 2014?
Will the Bull Stumble in 2014?
Joanna Murphy reviews how important language and communication are when it comes to estate planning.
David Stanley offers some helpful questions that we should be asking our financial advisors.
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.
In this article, Melissa Taylor sheds light on a subject that has never crossed the minds of many, Digital Assets & Estate Planning.
In this article, Zac Reynolds shares his insights on the market and the safety of Bonds.
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.
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.
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.
In this article, Jean Kates shares her perspective, as a rancher’s daughter, on why establishing a trust is so important.
In this article, Michael Hairston discusses a variety of asset protection options to consider in this uncertain world.
With a strong first quarter for stocks, Cameron Turner explains the reasons and offers his thoughts as to what the future might bring.
Don’t miss Paul Giehm’s timely article on four important principles.
“Success is not final, failure is not fatal: it is the courage to continue that counts.”
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.
In the December 2012 issue of Tulsa People
Cameron Turner’s article poses three questions to help you determine if you are a rational investor.
Joanna Murphy describes the impact of these changes as they relate to investments and estate planning.
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.
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.
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.
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.
Jamie O’Shields writes about unfunded living trusts and the dangers of staying in the hot seat.
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.
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.