OUR LATEST – INSURANCE

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.
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.

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.
Whittney Stauffer Joins Friends of Finance

Trust Company of Oklahoma Promotes Jim Arens to Chief Executive Officer, Michael Hopper to Chief Operating Officer

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Trust Company of Oklahoma Promotes Jim Arens to CEO, Michael Hopper to COO.

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.
Bob McCormick

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.
Abraham Lincoln

Where There’s a Will…

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

The Fiduciary Rule: What It Means For You

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

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

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

Playing Hoops With the IRS

Are you a small business owner or investor? Please meet Qualified Business Income (QBI) deduction.
Whittney Stauffer Joins Friends of Finance

2019 Taxes Cheat Sheet

Easily find out how much you owe the IRS on income taxes, long-term investment capital gains taxes, or trust taxes. A printable cheat sheet to keep on your desk.

Cracking The Medicare Code

What You Need To Know Before Signing Up for Medical Coverage.
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