1 month ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
6305 Waterford Blvd, #120
Oklahoma City,
OK
73118
Phone: 405.810.7730
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm
Wealth Management
Institutional Retirement
Endowments & Foundations
Scott Duncan, CFP®, CLU®, CHFC®
Senior Vice President,
Financial Advisor
Karl J. Eggerss
Principal,
Financial Advisor
Oliver Norman, CFP®, CHFC®, CLU®, CDFA®
Vice President,
Financial Advisor
Creating Richer Lives Podcast
Hosted by Karl Eggerss
Welcome to “Creating Richer Lives”, where living a richer life goes beyond the balance in your bank account. In fact, being rich is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. It’s time to redefine what it means to have a richer life.
1 month ago
Investors entered the opening quarter of 2023 on the edge...
3 months ago
CAPTRUST selected five students to receive the Fall 2022 CAPTRUST...
3 months ago
Firm Launches Nonprofit-focused Podcast: Mission +...
4 months ago
The CCF Also Announces 2023...