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The Search for Yield

Posted Thu, August 22, 2013 by Greg Womack
 This question is often asked: How will my portfolio generate enough income? In an ideal world, the investments held in a portfolio would generate enough income to meet an investor’s needs without ever having to touch the principal. Unfortunately, that...    view full article >>
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Learn about new Retirement Explorer Program

Posted Thu, August 15, 2013 by Greg Womack
LET US HELP YOU TAKE THE CONFUSION OUT  OF PREPARING FOR RETIREMENT Many Americans are concerned about the financial situation, preserving their savings and running out of money in retirement. With so many options in today’s marketplace, it is ...    view full article >>
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What is the real unemployment rate?

Posted Thu, August 8, 2013 by Greg Womack
 What is the real unemployment rate? According to this article, "While the Bureau Labor Statistics says the unemployment rate has been around 7.5 or 7.6 percent in recent months, it's really 14.3 percent." Read the rest here: http://www.moneynews.com/...    view full article >>
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Womack Advisers plan lunch and learn for August 13

Posted Mon, August 5, 2013 by Greg Womack
Which way will the markets go for the rest of 2013? How should you position your potfolio in today's markets?   Come learn how we are taking advantage of fact-based research to help improve investment results in any market conditions.    Tuesday...    view full article >>
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Halftime 2013 Event

Posted Sun, July 7, 2013 by Greg Womack
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Quarterly review: April-June 2013

Posted Sun, June 30, 2013 by Greg Womack
Ironically, good news for the economy translated into bad news for investors after the Fed provided its blueprint for winding down the quantitative easing efforts that have benefitted financial markets in recent years. Until mid-May, equities seemed unsto...    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