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Foreign Account Tax Compliance Act (FATCA): The Basics

Posted Wed, June 25, 2014 by Greg Womack
For those who have been asking about the Foreign Account Tax Compliance Act (FACTA), or for those wanting to know...here is an update on the law and some of the requirements. Foreign Account Tax Compliance Act (FATCA): The Basics The Fo...    view full article >>
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Expansion of Pay As You Earn Program for Student Loans

Posted Mon, June 16, 2014 by Greg Womack
Against a backdrop of growing alarm over student loan debt and its potential impact on the economy, President Obama recently took executive action to expand the federal Pay As You Earn (PAYE) repayment program for federal student loans. Current...    view full article >>
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IRS Guidance Limits Employer Pre-Tax Subsidies

Posted Tue, June 10, 2014 by Greg Womack
The IRS has put the kibosh on any potential attempts by large employers to skirt the requirements of the Affordable Care Act (ACA) by paying employees before-tax subsidies to buy individual health insurance through private (commercial) carriers or thro...    view full article >>
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WIA's Investment Strategies for 2014 event planned

Posted Wed, May 21, 2014 by Greg Womack
If you were unable to attend the previous investment strategy updates this year, you are invited to get an update on WIA's Investment Strategies for 2014. Come learn about our strategic models and where we see the market right now. Also, learn ...    view full article >>
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Bitcoin: Fad or the Future?

Posted Mon, April 14, 2014 by Greg Womack
What if someone told you about an investment that has made some people millionaires overnight and has both a number of high-profile supporters and a global reach? Would you be tempted to invest? Now what if someone told you that the same investment als...    view full article >>
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Social Security Planning: Is It Necessary?

Posted Mon, March 24, 2014 by Greg Womack
Social Security is one of the most popular programs the federal government has ever put into place. In total, about 57 million Americans received retirement, disability, or survivors' benefits during 2012 at a cost of about $786 billion. Social Securit...    view full article >>
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Jeff Beattie
Portfolio Strategy Assistant


Jeff is a portfolio strategy assistant specializing in equity options. He provides valuable analysis...

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1366 East 15th Street
Edmond, OK 73013
Phone: (405) 340-1717
Fax: (405) 340-6091