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Download: 9 Questions to Ask Your CPA

Posted Tue, February 11, 2014 by Greg Womack
When you review your tax return with your CPA, be sure to take this with you: A downloadable form of 9 questions to ask your CPA.    view full article >>
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Womack presents 2014 forecast

Posted Mon, January 13, 2014 by Greg Womack
Greg Womack will discuss how the experts fared with their 2013 predictions and what they are saying about 2014. THURSDAY, JAN. 23, 2014 Central Oklahoma Home Builders Association Event Center 420 E. Britton Road Oklahoma City, ...    view full article >>
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Recovering from Washington DC's drama

Posted Mon, October 21, 2013 by Greg Womack
Now that the debt ceiling impasse is resolved (at least temporarily), we can all breathe a sigh of relief and get back to the business of economic recovery.   However, the economic recovery I'm most concerned about is yours. While we have made progress...    view full article >>
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Lunch and Learn planned for Oct. 10

Posted Thu, October 3, 2013 by Greg Womack
Attend our Lunch & Learn   Come have lunch on us and learn about our Fact-Based Investing Models Our Fact-Based Models are designed with the goals of: 1. Prospering in Bull Markets 2. Protecting from Bear Markets   WHEN: Noon, Thursday, October 1...    view full article >>
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Oklahoma energy stocks excel in third quarter

Posted Mon, September 30, 2013 by Greg Womack
Nearly two-thirds of Oklahoma's publicly traded companies posted gains in the third quarter, led by Laredo Petroleum Holdings Inc.'s 44 percent rise.   Edmond investment adviser Greg Womack said the third quarter was an outstanding one for most state s...    view full article >>
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Medicare Open Enrollment Period Begins October 15

Posted Mon, September 23, 2013 by Greg Womack
If you are age 65 or older, you need to read this... Medicare Open Enrollment Period Begins October 15 You may be wondering if you qualify for subsidies available through the Exchanges to help pay for the cost of health insurance. Unfortunately, these su...    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