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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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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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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