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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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A look at the fiscal cliff deal

Posted Sun, January 6, 2013 by Greg Womack
Key Provisions of H.R. 8: American Taxpayer Relief Act of 2012 (“Fiscal Cliff Agreement”)   The 112th Congress was recently dubbed the “Do Nothing Congress” for the minimal amount of legislation enacted during the two-year session. Two hours a...    view full article >>
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Fiscal Deal made, but taxes still rise

Posted Tue, January 1, 2013 by Greg Womack
Here is a good article from CNBC. Despite “Cliff’ Deal’s Cuts, Your Taxes are Going Up. http://www.cnbc.com/id/100348254    view full article >>
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Wise Move 10: Hurricane Sandy relief

Posted Sun, December 30, 2012 by Greg Womack
Hurricane Sandy relief: The IRS cautions people wishing to make disaster-related charitable donations to be aware of possible scams relating to Hurricane Sandy. Be sure to deal with recognized charities, and be wary of charities with similar sounding nam...    view full article >>
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Wise Move 9: Convert that IRA into a Roth IRA

Posted Thu, December 27, 2012 by Greg Womack
 Convert that IRA into a Roth IRA – if you want to reduce your taxes on income in retirement, or if you don’t plan on using that IRA for many years, consider converting all or part of an IRA into a Roth IRA. You will have to include the convertible a...    view full article >>
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Wise Move 8: Consider taking gains/losses

Posted Sun, December 23, 2012 by Greg Womack
 Consider taking gains / losses – capital gains rate and income tax rates are due to increase, unless congress acts to extend them. It’s always smart to take gains at some point; and with the possibilities of higher capital gains taxes, and a 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