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Ten wise moves to improve your bottom line: #1 Know Your Rate

Posted Wed, October 31, 2012 by Greg Womack
Year-end planning is always important, but for 2012, it could prove to be one of the most important financial considerations you’ll make in awhile. For example, the Bush Tax Cuts are set to expire, and tax rates are set to go up across the board, if...    view full article >>
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Who's driving: Consumers or businesses?

Posted Mon, October 29, 2012 by Greg Womack
Who’s right, consumers or businesses?  As it relates to the U.S. economy, consumers seem to feel optimistic about it while businesses are hunkering down.   This split showed up in last week’s release of the first estimate of third quarter g...    view full article >>
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The Investment Tax Landscape: Countdown to 2013

Posted Mon, October 15, 2012 by Greg Womack
In December 2010, Congress extended the so-called Bush-era tax cuts. However, for investors, the legislation may have been a stay of execution rather than a full pardon. As of January 1, 2013, federal tax rates on income, qualifying dividends, and capital...    view full article >>
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Weekly Commentary: What to make of Sept. jobs report?

Posted Sun, October 7, 2012 by Greg Womack
Encouraging, but still lackluster.   That’s how one analyst described the September jobs report released last Friday by the Labor Department. On the encouraging side, the unemployment rate dropped to its lowest level since January 2009 and the pre...    view full article >>
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Weekly Commentary: Wealth and the future of the world

Posted Sun, September 30, 2012 by Greg Womack
Despite all the concern about the fiscal cliff, the sovereign debt crisis, and saber-rattling in the Middle East, the U.S. stock market has posted a strong year-to-date gain.   With just three months left in the year, the Standard and Poor’s 500 i...    view full article >>
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Market Week, Oct. 1, 2012

Posted Sun, September 30, 2012 by Greg Womack
As investors reviewed mixed U.S. economic data and waited for news on Spain's financial stability, equities fell for the second straight week. The anxiety helped boost U.S. Treasury prices once again. Market/...    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