OUR LATEST – OIL & GAS

Oil field at sunset

Subzero Oil Prices and the Storage Problem

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U.S. crude sold at -$37.63 a barrel on Monday, a historic drop below zero. How did we get to this point in the oil and gas industry?

April 2020 Investment Perspectives

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Our experts comment on the impact of the coronavirus on stock market returns and more.

Outlast The Storm

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You can't control the stock markets nor stop COVID-19. Managing investments in the midst of the pandemic.

Tax Day Delayed To July 15

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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

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Our offices are open and our services continue uninterrupted. Read more.
eggs and coins

SECURE Act Significantly Impacts Your Retirement Planning

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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.

Doing the Limbo

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Our Chief Investment Officer looks back at 2019. Stock returns were very strong, but the bond market forced investors to play the limbo game.

January 2020 Investment Perspectives

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Our experts comment on the stock market returns, interest rates, estate planning, retirement planning and more.

October 2019 Investment Perspectives

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Our experts comment on the recent yield curve, estate planning and more.
Bob McCormick

Bob McCormick Hits the Open Road

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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.
Abraham Lincoln

Where There's a Will...

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What do Aretha Franklin, President Abraham Lincoln and Prince have in common? Find out.

Upside Down

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Making Sense of the Recent Yield Curve
TCO Fiduciary Rule

The Fiduciary Rule: What It Means For You

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We have served our clients with a fiduciary duty since our founding in 1981.

July 2019 Investment Perspectives

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Our experts comment on the stock markets, estate planning, taxes and more.
yellow brick road

Staying on The Yellow Brick Road

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Financial exploitation and elder abuse continue to rise. How can you protect yourself and your lifetime savings? Read Lesa's article.
TCO Fiduciary Rule

Beyond Our Borders: Why You Should Be Investing in International Markets

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It is important to invest in international stocks. Here's why.

DPOA: A Document With Super Powers

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A Durable Power of Attorney is a super document. It allows a trusted representative to act in your place. Learn how a DPOA can help you.

April 2019 Investment Perspectives

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Our experts comment on the stock markets, retirement planning, financial planning, taxes and more.
working on taxes

Playing Hoops With the IRS

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

"Drill, Baby, Drill"

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The oil and gas market has been a rollercoaster. Oil barrels reached the $75 price range then dropped again. What does 2019 hold for the energy industry?

Tough Times for Oil Producers

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

Tough Times for Oil Producers

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

Handling Overlooked Mineral Interests of Deceased Owners

Here in Oklahoma, families hold mineral interests, often for generations.

The Oil & Gas Industry in Oklahoma

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

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