Marks & Associates

05/10/2026

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire! 💐

05/07/2026

It’s Small Business Week, and being a small business ourselves gives us a firsthand understanding of the challenges and opportunities business owners face. We’re proud to help our clients build strong financial strategies that support lasting success.

05/01/2026

Giving back is an important part of our mission at Marks & Associates. Throughout April, we were fortunate to take part in two charitable golf tournaments, the Aiming for Miracles sporting clay tournament benefiting the Children’s Health Foundation, and to host a blood drive with Our Blood Institute. We’re grateful to be surrounded by people and organizations that care deeply about supporting our community!

04/28/2026

Jeff, Garrett, and Natalie participated in the 2026 OKC Memorial Marathon! Jeff and Garrett ran their first marathon and Natalie, and her husband, Elwood, ran their first half marathon. We are so proud of them and the hard work they put in to get to this point!

04/23/2026

Today is National Teach Your Children to Save Day! Building healthy financial habits starts early. Teaching children the importance of saving, goal‑setting, and making thoughtful choices can lay the foundation for lifelong confidence with money.

04/20/2026

REMINDER! On Wednesday, April 22nd at 12pm CST, we will be hosting a complementary virtual session, led by Cole Pfeiffer, Regional Director with Eaton Vance. Cole will review the Quarterly Global Market and Asset Allocation Guide and explore investment ideas, identify areas of focus, and give an update on the current market conditions.

To join the call click the link below:

04/15/2026

It’s Tax Day! A friendly reminder that today is your last day to file your taxes. Did you know this year’s average tax refund is 11% higher? If you’re expecting a refund, what’s your plan: vacation, a rainy‑day fund boost, or saving for your future goals? We're here to help you make the most of it.

04/10/2026

Reminder! We’re hosting a blood drive with the Oklahoma Blood Institute at our office on Friday, April 24th from 10:00 AM – 12:30 PM.
Come donate blood and enjoy Fuzzy’s Tacos on us!

You can sign up for a time to give blood here: https://bit.ly/4mjpas8

Our address: 9104 N. Kelley Ave. Oklahoma City, OK 73131

04/05/2026

Happy Easter from all of us at Marks & Associates. Wishing you a joyful holiday filled with time spent with family and friends!

04/01/2026

In honor of Financial Literacy Month, let's talk about one of the simplest ways to build better money habits, saving automatically. This article breaks down how consistent saving can help turn small habits into real progress over time. Curious how this could fit into your own plan? Let’s talk about how consistent savings could support your goals.

Read the full article here:

Find out how you can consistently make progress toward your different savings goals.

03/26/2026

We had a great time hosting last week’s college basketball tournament happy hour! Thanks to all our clients who joined us for appetizers, drinks, friendly competition, and plenty of bracket talk while we watched the games together. Looking forward to the next one!