OUR LATEST – QUARTERLY NEWSLETTER

We discuss what a Marital Trust is, the features and functions of this specialized trust, and how it might benefit your family.

To maximize the impact and tax efficiency of year-end charitable donations, consider these key tax strategies.

Both U.S. and non-U.S. stocks posted strong returns during the quarter, with the S&P 500 having its best return for Q3 since 2020.

To achieve flexibility in retirement, it’s not just about saving enough—it’s also about where you save.

Recent market volatility and natural disasters have shown how important it is to have your financial plan reviewed and updated.

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

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

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

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.

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

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

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.

Learn more about recent changes at Trust Company of Oklahoma.

S&P 500 Concentration and Tech Growth Have Changed the Landscape of Investing

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

Supply is high in Oklahoma, but buyers face market fears, inflation, and high mortgage rates.

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

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

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.

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?

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.

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

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

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

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.

Bitcoin has been described as 'digital gold.' But what exactly is it?

Learn more about Clarehouse,  a community home for dying individuals that has served Northeastern Oklahoma for 17 years.

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.

Resonance is a center for women, helping improve lives and rebuild families.