Financial industry blooming amid OKC renaissance

In just a few weeks, Full Sail Capital will be moving its offices from north Oklahoma City to the Midtown District, an area full of optimism, growth, and excitement for the future. After nearly four years of helping clients manage assets, investments, and wealth in Oklahoma, our firm shares that… Read More »

Investing for a higher purpose

In the financial industry, we sometimes see investors change their priorities, shifting the purpose of their investing to fulfill higher purposes as they seek more fulfillment and happiness in their lives. For many, the main goal behind investing is retirement, the simple act of accumulating the financial resources necessary to… Read More »

Loophole Opens Backdoor to Roth IRAs

With President Biden and Congress looking at a federal tax increase in 2021, this may be the time to consider converting savings from a traditional IRA into a Roth account for tax friendly features that benefit retirees and their families.   Roth IRAs were created by Congress as part of the… Read More »