OUR LATEST – INVESTMENTS

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.

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.

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.

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

Exploring the Power of a Deferred Sales Trust for Financial Flexibility

Understanding Recent Bank Failures and How They Compare to 2008

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.

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? 

Is an economic “soft landing” possible with historically high inflation?

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

Learn how much you can contribute in 2021 toward your retirement.

Couples get better investment results when both spouses discuss their views with their financial professionals.

It's an Apple-and-Tesla new world. Let's talk about paradigm shift.

Philip Mock reviews TV series about Michael Jordan.

The current pandemic created tough challenges for our community. And much like the OKC Bombing 25 years ago, we are collectively supporting each other. Read more.

Historic financial stimulus bill includes provisions that impact retirement plans and how businesses can support employees affected by the COVID-19 outbreak.

As COVID-19 grips the nation, the IRS delayed the deadline to file and pay federal income taxes. Read more.

We are often asked about the trade-offs between buying and renting a home. In this article, Nick Gallus offers some general advice and observations to help you navigate this decision.

Do not fall for the Suspended Social Security Number scam.

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.

TCO is proud to recognize our professionals who earned promotions in the last quarter of 2019.

TCO welcomes Jessica Hendrix and Ben Reynolds as vice president and senior vice president, respectively. In addition, Emily Crain, who has been with the company since 2017, is promoted to senior vice president.

Make your end-of-year bonus increase your retirement readiness. Take a look at how much you can contribute in 2020 towards your retirement plan.

The financial beliefs we pass down to our children can have a significant effect on their financial outcomes. Read more.

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.

Family structures have become more complex over the last few decades. Most households are now the result of blended families with working moms, adopted kids, second marriages, and the list goes on. Your estate plan needs to be customized for your specific situation.

Understand the risk of negative interest rates in the U.S.

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

Individual trustees do not need to face all the challenges alone.

Changing Political Climate Threatens Fiscal Conservative Species

Announcement was made Tuesday, May 14. Thomas W. Wilkins remains chairman of the Board of Directors and CEO.

There's been a growing buzz about cow's flatulence contributing to global warming. What does that have to do with land usage and the economy? Read more.

"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.

Luckily, one day, Bob discovered that a beneficiary document his aunt signed could put her estate plan at risk of entering the troubled probate waters.

"Many jobs in the future aren't even in existence today." Are we unprepared for what's coming? Read more.

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?

I've recently crossed the Southwest towards California, and one of my favorite parts of the trip was driving by the trains transporting goods to and from the West coast, a statement of the power of rail road transportation and our economy. As for investments, September brought record highs for large-cap U.S. stocks. Read more.

The right estate planning will not only put our own minds at ease but make our family’s life less stressful.

Corporate earnings are growing at a double-digit rate, yet halfway through the year the S&P 500 posted a meager 2.6% return. Read Bob's investment market commentary.

Congress recently passed the largest piece of tax reform legislation in more than three decades. The bill affects most taxpayers. One area is the ability to deduct charitable contributions. Vice President Emily Crain broke it down to what you need to know.

Planning for retirement involves balancing what you're willing to set aside now with what you'll pay in taxes while in retirement. Splitting your retirement savings between a traditional 401(k) and a Roth 401(k) — or IRA — is sound planning.

Money managers are supposed to be cautiously optimistic over time.

Past performance is not a predictor of future results.

Family legacy properties are extremely emotional assets. The feelings triggered by the thought of parting with the family farm, lake cabin or beach house can become the cause of tension among family members.

Odds are you too have invested far more time than necessary researching some banal household purchase. But if you are nearing your retirement or are already in the midst of it, how much time have you have considered your income strategy in retirement? Was it more or less than the time spent on your last Amazon.com purchase?

How to Make a Roth Work for You

Learn to Love the Pullbacks

Climbing The Wall Of Worry

Tax season is unnerving enough without scammers preying on you. In this article, Bob shares the latest scam to be wary of.

David Stanley offers some helpful questions that we should be asking our financial advisors.

In this article, Zac Reynolds shares his insights on the market and the safety of Bonds.

In his article, Tough Love, Bob McCormick shares his thoughts on how the possible change in Federal Reserve policy may affect interest rates and the stock market.

With a strong first quarter for stocks, Cameron Turner explains the reasons and offers his thoughts as to what the future might bring.

With the dawn of 2013, Jim Arens shares his thoughts on what the upcoming year may hold for the investment community and more importantly, for you.

Joanna Murphy describes the impact of these changes as they relate to investments and estate planning.

Two popular yet contradictory mindsets in modern culture say that you should love what you do and that you should strive to stop doing it as early as possible.

Jennifer May discusses a topic we all hope to never experience but need to be made aware of. Elder exploitation is no joke. Learn how to arm yourself and your loved ones.

(Originally published January 2009)

Protecting your assets from creditors may not be the first thing you think about when you wake up but all too often, people do not think about it at all until it is too late. Fortunately, in Oklahoma we have an attractive asset protection vehicle called the Oklahoma Family Wealth Preservation Trust (FWPT) that can help Oklahoma residents and non-residents alike. Read Lesa Creveling’s insightful article (originally published June 2006) on the benefits of this asset protection trust, its tax treatment and how it works in relation to federal bankruptcy law.

Published in the Tulsa World on August 18, 2011.

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

When I retire, I plan to travel to exotic places, spoil the grandkids I hope to have someday and spend lots of time on the beach. I know these dreams won’t come true without some wise decisions on my part--many of which have to do with my retirement plan.

America must address currency manipulation and focus on exports so as to lessen our dependence on personal consumption and housing as sources of economic growth.