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Stocks Head Lower After Earnings

Posted Fri, April 22, 2016
MorningStar by Jeremy Glaser U.S. Market Stocks were lower this morning after earnings. There were no major economic data releases today. Crude oil prices were higher this morning and are on track to finish the week higher. The weekly m...    view full article >>
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Why the Third Great Oil Bust in 155 Years Will be Different This Time

Posted Thu, April 21, 2016
Yahoo! by Justin Underhill Five years ago, as oil prices flirted with $100 per barrel, the Malthusian notion that the world would run out of oil held strong. While popularity of the search term “peak oil” reached its peak in 2005, by 2011 t...    view full article >>
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Treasury Picks Tubman for $20 Bill, Hamilton to Stay on $10

Posted Wed, April 20, 2016
Bloomberg by Angela Greiling Keane & Andrew Mayeda Abolitionist Harriet Tubman will appear on front of the $20 bill, replacing former President Andrew Jackson and becoming the first woman featured on U.S. paper currency in modern times, a Treasu...    view full article >>
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9 Questions You Need to Answer About Your 401(k) Plan

Posted Tue, April 19, 2016
MorningStar by Karen Wallace Ever feel like there's not enough of your paycheck to go around? This can be true particularly in the early years of your career when you're likely earning less relative to what you'll be making later in your working li...    view full article >>
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Lessons Learned After Filing Taxes for the First Time

Posted Fri, April 15, 2016
Money by Kerry Close This year marked my big venture into adulthood: I graduated from journalism school, got my first salaried job—and filed my taxes for the first time. So I gathered my forms, booted up my laptop, and hunkered down for a few...    view full article >>
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The Real Winner of the NBA's Big Night Wasn't Kobe Bryant or Steph Curry

Posted Thu, April 14, 2016
Yahoo! Finance by Daniel Roberts On Wednesday night, the NBA found itself with two historic events playing out in separate stadiums. At the Staples Center in Los Angeles, 20-year Lakers veteran Kobe Bryant was playing in his final game ever. Five h...    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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Oklahoma Office/Main Office
1366 East 15th Street
Edmond, OK 73013
Phone: (405) 340-1717
Fax: (405) 340-6091

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Suite 500
San Diego, CA 92122
Phone: (619) 471-1895