July 2022 Investment Perspectives
We discuss the impact of the midterm elections on the U.S. stock markets, how SECURE Act 2.0 may change retirement savings, and medicare premium increases.
April 2022 Investment Perspectives
We discuss the Fed’s response to inflation, updates to our Oklahoma City office, choosing a successor trustee and dealing with your “things.”
January 2022 Investment Perspectives
We discuss inflation, the market and the economy of 2021 and 2022, the 1099-B form, the difference oil & gas professionals can make, and more.
October 2021 Investment Perspectives
Our experts discuss how long Big Tech can keep up its big gains, Oklahoma’s new decanting statute and protecting yourself from cybercriminals.
July 2021 Investment Perspectives
Our experts discuss whether inflation is here to stay and provide details on how Biden’s tax plan could affect you and your assets.
April 2021 Investment Perspectives
Our experts explain how Bitcoin works, what you can do to capitalize on the real estate market, and how Spousal Lifetime Access Trusts can help remove assets from your taxable estate.
January 2021 Investment Perspectives
Our experts reflect on the economic trends likely to impact investors in 2021, preventive financial care and estate planning lessons from Walden.
October 2020 Investment Perspectives
A comprehensive overview of the stock market, the recipe for successful estate planning, saying farewell to Tom Wilkins, welcoming new professionals and more.