• three newspapers

OUR LATEST – QUARTERLY NEWSLETTER

Whittney Stauffer Joins Friends of Finance

ViewPoint – A Letter From the Desk of Michael Hopper – October 2024

As we move into 2024, we want to share several promotions and additions to the Trust Company of Oklahoma team.
A digital screen shows a green line and a blue line showing the ups and down of financial markets

Economic Anomalies

2023 was a turbulent year for investing, but many people's minds is what 2024 looks like. We take a look at what the future may hold.
An illustration shows an older couple with canes climbing steps made of dollar bills.

Roth Retirement Savings Strategies

We take a look at the new rules for FDIC insurance limits for bank deposits owned by trusts. The good news: It will be simpler to calculate.
The Oklahoma Hall of Fame and Gaylord-Pickens Museum logo in white on a navy blue background

SPOTLIGHT – Oklahoma Hall of Fame

Learn how Positive Tomorrows helps central Oklahoma students and families facing homelessness succeed in the classroom and beyond.
Two people clasp hands

IRA Stretch: A Special Needs Trust Solution

Empower yourself against digital risks with practical tips to safeguard yourself and loved ones in today’s interconnected financial landscape.
Whittney Stauffer Joins Friends of Finance

October 2024 Investment Perspectives

We discuss the market in 2023 and look ahead to 2024, digital safety, and updated FDIC calculations for trust-owned bank accounts.
Whittney Stauffer Joins Friends of Finance

ViewPoint – A Letter From the Desk of Michael Hopper – July 2024

As we move into 2024, we want to share several promotions and additions to the Trust Company of Oklahoma team.
An edited image shows various types of transportation, including a road with semis, a train, a cargo ship, cargo containers, and an airplane flying overhead

Preventing Supply Chain Strain

2023 was a turbulent year for investing, but many people's minds is what 2024 looks like. We take a look at what the future may hold.
Whittney Stauffer Joins Friends of Finance

July 2024 Investment Perspectives

We discuss the market in 2023 and look ahead to 2024, digital safety, and updated FDIC calculations for trust-owned bank accounts.
Two oil derricks are silhouetted against an orange and yellow sunset

Leave a Rich Vein, Not a Legal Drain: Estate Planning for Oil & Gas Assets

We take a look at the new rules for FDIC insurance limits for bank deposits owned by trusts. The good news: It will be simpler to calculate.
An older couple sit holding a sheaf of paper, facing another person whose face we cannot see

Building Trust: Choosing a Fiduciary for Peace of Mind

Empower yourself against digital risks with practical tips to safeguard yourself and loved ones in today’s interconnected financial landscape.
Whittney Stauffer Joins Friends of Finance

April 2024 Investment Perspectives

We discuss the market in 2023 and look ahead to 2024, digital safety, and updated FDIC calculations for trust-owned bank accounts.
Whittney Stauffer Joins Friends of Finance

ViewPoint – A Letter From the Desk of Michael Hopper – April 2024

As we move into 2024, we want to share several promotions and additions to the Trust Company of Oklahoma team.
Cleaning supplies sit on a countertop

Solve a Puzzle and Make Your Spring Cleaning More Effective

Empower yourself against digital risks with practical tips to safeguard yourself and loved ones in today’s interconnected financial landscape.

Corporate Transparency Act: New Law Requires Many Companies to Register Owner Information

We take a look at the new rules for FDIC insurance limits for bank deposits owned by trusts. The good news: It will be simpler to calculate.
Image of a person using a laptop computer and a tablet with a stylus, with imagery including the letters AI coming out of the laptop and tablet

Revisiting Artificial Intelligence

2023 was a turbulent year for investing, but many people's minds is what 2024 looks like. We take a look at what the future may hold.
Whittney Stauffer Joins Friends of Finance

January 2024 Investment Perspectives

We discuss the market in 2023 and look ahead to 2024, digital safety, and updated FDIC calculations for trust-owned bank accounts.
A stack of 100 dollar bills are covered by chains and a padlock

FDIC Insurance: Navigating New Rules for Trust-Owned Bank Deposits in 2024

We take a look at the new rules for FDIC insurance limits for bank deposits owned by trusts. The good news: It will be simpler to calculate.
A person holding a credit card is making a telephone call

Safety in the Digital Age: Tips to Protect Against Scams and Identity Theft

Empower yourself against digital risks with practical tips to safeguard yourself and loved ones in today’s interconnected financial landscape.
2024 on top of glass showing stock market figures

A Welcome Return to Normalcy

2023 was a turbulent year for investing, but many people's minds is what 2024 looks like. We take a look at what the future may hold.
Whittney Stauffer Joins Friends of Finance

ViewPoint – A Letter From the Desk of Michael Hopper – January 2024

As we move into 2024, we want to share several promotions and additions to the Trust Company of Oklahoma team.
Whittney Stauffer Joins Friends of Finance

October 2023 Investment Perspectives

We discuss AI and its effects on the markets, TCO updates, deferred sales trusts, and how to avoid fireworks caused by your estate plan.
Whittney Stauffer Joins Friends of Finance

ViewPoint – A Letter From the Desk of Michael Hopper – October 2023

Learn more about recent changes at Trust Company of Oklahoma.

Using Qualified Charitable Distributions to Support Charities

Exploring the Power of a Deferred Sales Trust for Financial Flexibility

Business Health and Employee Financial Wellness

Financial wellness programs are a win-win for employers and employees. We break down why it's a smart move for businesses.

Rethinking Portfolio Diversification

S&P 500 Concentration and Tech Growth Have Changed the Landscape of Investing
Whittney Stauffer Joins Friends of Finance

July 2023 Investment Perspectives

We discuss AI and its effects on the markets, TCO updates, deferred sales trusts, and how to avoid fireworks caused by your estate plan.
Whittney Stauffer Joins Friends of Finance

ViewPoint – A Letter From the Desk of Jim Arens – July 2023

We greet 2023 with hopes of a more peaceful year globally. Share in our news of recent transitions within our company.

SPOTLIGHT – Positive Tomorrows

Learn how Positive Tomorrows helps central Oklahoma students and families facing homelessness succeed in the classroom and beyond.

When Fireworks Aren’t Fun

Taking proactive steps with your estate plan can diffuse tensions among beneficiaries.

Maximizing Profits and Tax Efficiency

Exploring the Power of a Deferred Sales Trust for Financial Flexibility
Photo illustration showing a human hand touching a robotic hand with digital imagery coming out of their touchpoint

AI: The Next Revolution?

Examining the Impact and Implications of Artificial Intelligence on Markets and Beyond
Whittney Stauffer Joins Friends of Finance

April 2023 Investment Perspectives

We discuss the bank failures of early 2023 and how they compare to 2008, as well as key aspects of Secure Act 2.0 and real estate trends.
Silicon Valley Bank headquarters and branch.

Getting Banks Back on Track

Understanding Recent Bank Failures and How They Compare to 2008
U.S. capitol building as seen on the back of United States money

Key Provisions of the SECURE Act 2.0

The new law expands savings opportunities and provides a new option for unused 529 plan balances.
Overhead view of a neighborhood of houses facing a residential street with cars parked on it

Real Estate Trends Amid Pandemic Recovery

Supply is high in Oklahoma, but buyers face market fears, inflation, and high mortgage rates.
Older person's hands holding a child's hands, which are holding a pink paper heart

SPOTLIGHT – South Tulsa Community House

Learn how South Tulsa Community House helps individuals and families combat hunger and poverty, ultimately empowering clients to independence.
Whittney Stauffer Joins Friends of Finance

January 2023 Investment Perspectives

We discuss the economic outlook for 2023, whether cash is still trash, gifting to children & grandchildren, and why charitable giving doesn't have to be so stressful.

SPOTLIGHT – Sharing Tree

Learn how Sharing Tree is bringing dignity to the shopping experience for central Oklahoma individuals and families in need.

The Time for Gifting

Making gifts to family and charity doesn’t have to be a year-end chore.

Off to a Good Start

Three Ways to Gift Money to Children and Grandchildren
Whittney Stauffer Joins Friends of Finance

ViewPoint – A Letter From the Desk of Jim Arens – January 2023

We greet 2023 with hopes of a more peaceful year globally. Share in our news of recent transitions within our company.

Is Cash Still Trash?

With the Fed’s rate hikes and checking and savings yields low, it might pay to move your money from your bank.

An End to the Drama

As the curtain falls on a turbulent 2022, marked by inflation, fear, and confusion, what can we expect from 2023?
Whittney Stauffer Joins Friends of Finance

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.
The words Roth IRA in metallic silver lying on a wooden table with hundred dollar bills lying to the top and right side

Roth IRA Conversions

This year marks the Roth IRA's 25th anniversary. It's a popular tool for many retirement savers. Before you convert your accounts into a Roth IRA, make sure it's the right choice for you.
Antique ink pen lying on a paper with will and testament written in fancy lettering

The Pitfalls of Self-Made Estate Plans

Robert Louis Stevenson’s The Strange Case of Dr. Jekyll and Mr. Hyde sheds light on why you should engage the experts before drafting your own estate plans.
Tab with announcements shown

Announcements – October 2022

Trust Company of Oklahoma is proud to announce the recent achievements of two employees.
Items of food in a box and on a table, including pasta, vegetable oil, canned peaches

SPOTLIGHT – Catholic Charities of Eastern Oklahoma

Learn how Catholic Charities of Eastern Oklahoma is providing services to all in need.
Dollar signs and arrows pointing up on top of an image of coins and a spreadsheet of numbers

Finding a Cure for Inflation

With lingering high inflation, interest rates on the rise, and many Americans feeling the strain on their budgets, what will it take to get the economy back to normal?
Whittney Stauffer Joins Friends of Finance

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.
Twenty dollars bills - close up and reflection of US paper money

U.S. stock market forecast ahead of the 2022 midterm elections

U.S. midterm election years have generally been the weakest for the stock market in a presidential term. Will history forecast how the upcoming elections affect the U.S. stock markets? 
Middle aged couple reading paper bills calculating pension using laptop at home.

SECURE Act 2.0

Congress is considering another bipartisan retirement bill called the Securing a Strong Retirement Act (SECURE Act 2.0).  If it passes, here are two proposed changes that will primarily affect retirees and those approaching retirement.
Stethoscope with Pen, Charts and Graphs, Finance, Account, Statistics, Investment, Analytic Research Data Economy Spreadsheet and Business Company Concept

Why you might be charged higher Medicare Premiums during retirement

See how Medicare premiums are affected by IRMAA and what to consider if it happens to you.
Children Friendship Togetherness Smiling Happiness Concept

SPOTLIGHT – New Hope Oklahoma

Learn how New Hope Oklahoma​​​​​​​ is working on ending generational incarceration, one child at a time, through afterschool and community-based programs for children impacted by incarceration.  
Whittney Stauffer Joins Friends of Finance

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."

The Fed’s War on Inflation

Is an economic “soft landing” possible with historically high inflation?
Whittney Stauffer Joins Friends of Finance

ViewPoint – A Letter From the Desk of Jim Arens – April 2022

Our Oklahoma City team is moving to an office – one that will is better serve our clients and our employees.

Finding Peace With Your Possessions

You love your things – but how do your heirs feel about them?

Is There a Pilot on Board?

Choosing your successor trustee is a lot like choosing a co-pilot – be careful who you choose to handle your assets after your death.

SPOTLIGHT – NewView Oklahoma

Learn how NewView Oklahoma has been helping empower those who are blind or have low vision since 1949.
Whittney Stauffer Joins Friends of Finance

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.

SPOTLIGHT – Iron Gate

Learn how Iron Gate has been working to lessen hunger in Tulsa through its soup kitchen and grocery pantry.

Knowledge Is Power

Professional guidance can pay dividends when it comes to examining your oil and gas assets.

What Is ‘Normal’ Now?

We look at inflation, the market, and the economy in 2021 to see if 2022 will be an equally unusual year.

New Features for TCO Clients

TCO is pleased to share some exciting new features for our clients, which should help make filing your tax returns easier than ever.

Understanding Your 1099 Form

Have you ever wondered what the difference is between covered and noncovered sales on your TCO 1099-B form? We break down the differences.
Whittney Stauffer Joins Friends of Finance

ViewPoint – A Letter From the Desk of Jim Arens – January 2022

We're thankful for our families, friends, community, clients and colleagues. Plus, we have promotion announcements.
Illustration by TCO

Taking Stock of Big Tech

Big Tech has enjoyed big gains during the pandemic, but how long can its dominance last?
iStock.com/KanawatTH

Defending Yourself Against Keyboard Criminals

Cyberscams and cyberattacks can happen quickly. Use these tips to help keep your identity out of the hands of criminals.

Decanting Statute Will Rewrite Oklahoma’s Trust Playbook

Much like how a game in 1912 forever changed the game of football, a new Oklahoma statute will change the way trustees can act on behalf of beneficiaries.
iStock.com/SDI Productions

SPOTLIGHT – Sunbeam Family Services

Learn how Sunbeam Family Services serves vulnerable children, families and seniors throughout central Oklahoma.
Whittney Stauffer Joins Friends of Finance

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.
Whittney Stauffer Joins Friends of Finance

ViewPoint – A Letter From the Desk of Jim Arens – October 2021

We pride ourselves on helping take care of our clients, but did you know we can help take care of your employees as well?
Whittney Stauffer Joins Friends of Finance

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.

SPOTLIGHT – TSHA

TSHA has been providing resources, advocacy and language accessibility to Oklahomans who are deaf or hard of hearing since 1953.

Unraveling Biden’s Tax Plan

President Joe Biden's revenue proposal could affect income, capital gains and estate tax rates. Find out what changes could be coming.

Fleeting or Forever?

It's the word dominating headlines and on most people's minds. Is inflation here to stay, or will it ease as the pandemic restrictions end?
Whittney Stauffer Joins Friends of Finance

ViewPoint – A Letter From the Desk of Jim Arens – July 2021

TCO is proud to celebrate 40 years of helping to protect our clients' assets, grow their wealth and advise them for life.
Whittney Stauffer Joins Friends of Finance

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.

Spousal Lifetime Access Trusts

The Spousal Lifetime Access Trust may be the perfect tool to shift assets out of your taxable estate.

SPOTLIGHT – Parent Child Center of Tulsa

Learn more about PCCT, working hard to prevent child abuse and neglect in our community.

The Home-Buying Boom

Suggestions on how to make the most of the booming real estate market.
Whittney Stauffer Joins Friends of Finance

ViewPoint – A Letter From the Desk of Jim Arens

The pandemic may have changed many things but one aspect of our business has not.

Bitcoin Basics

Bitcoin has been described as 'digital gold.' But what exactly is it?
Whittney Stauffer Joins Friends of Finance

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.

SPOTLIGHT – Oklahoma Lawyers for Children

Learn more about OLFC, working tirelessly to provide legal representation for abused and neglected children in foster care.
Investment Article

Through Thick And Thin

2020 was without a doubt an interesting year. Despite all the challenges, the economy rebounded sharply. What does the future have in store for 2021?

One Hundred Years Later – Dispatches From Route 66

Are you suffering from Presidential Election Fatigue? Let's take a look at the 1920 U.S. Election for some healthy historical perspective.

SPOTLIGHT – Clarehouse

Learn more about Clarehouse,  a community home for dying individuals that has served Northeastern Oklahoma for 17 years.
Whittney Stauffer Joins Friends of Finance

ViewPoint – A Letter From the Desk of Jim Arens

It is my pleasure to share with you some great news about our professional team.
Whittney Stauffer Joins Friends of Finance

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.

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.

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.
hands holding heart

Love, Give & Receive

Congress makes charitable giving even more attractive. Read more.

ViewPoint – Our Professional Team

Dealing with a worldwide pandemic, the TCO way. Read 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.
trust company of oklahoma

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.
group of women

Spotlight – Resonance

Resonance is a center for women, helping improve lives and rebuild families.
trust company of oklahoma

ViewPoint – Why Clients Do Business With Us

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

The New Tax Law & the Economics of Divorce

Understand the new tax law before untying the knot
will and trust

Honey, We Forgot The Car!

How to handle cars in estate planning
dodo illustration

Trying Not To Be a Dodo

Changing Political Climate Threatens Fiscal Conservative Species
retirement planning

The Great Known Unknown

Two people very close to me passed away recently. My wife's grandmother and Ed, a family friend. They reminded me of life's greatest mystery.
trust company of oklahoma

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.

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.

The Return of Volatility

It was a challenging year for investors. We wrapped up 2018 with a second 10% correction for the year. What's driving investor anxiety and how does 2019 look like for the markets?

Spotlight – Alzheimer’s Association

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

Tariffs And Raisins – Children Pick Up On The Darndest Things

The Trump administration recently imposed steep tariffs on several countries, including China. In retaliation, China imposed tariffs on American products. This isn't the first time the U.S. grapples with competitive tariffs, though. Learn more about our country's history of tariff conflicts and the current conflict's impact on our economy.

July 2018 ViewPoint

A message from the desk of Tom Wilkins.
Whittney Stauffer Joins Friends of Finance

Investment Perspectives – Tech Talk

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?"
bull and bear stand off

Hope Springs Eternal

Hope Springs Eternal
bull and bear stand off

Climbing The Wall Of Worry

Climbing The Wall Of Worry
© Copyright 2024 - Trust Company of Oklahoma. All Rights Reserved.
The owner of this website has made a commitment to accessibility and inclusion, please report any problems that you encounter using the contact form on this website. This site uses the WP ADA Compliance Check plugin to enhance accessibility.