OUR LATEST – INSURANCE

October 2022 Investment Perspectives
We discuss how to rescue the economy, when to convert your traditional IRA to a Roth, and why DIY estate planning can be a bad idea.

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.

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.

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.

The Fiduciary Rule: What It Means For You
We have served our clients with a fiduciary duty since our founding in 1981.


