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Bitcoin: Fad or the Future?

Posted Mon, April 14, 2014 by Greg Womack
What if someone told you about an investment that has made some people millionaires overnight and has both a number of high-profile supporters and a global reach? Would you be tempted to invest? Now what if someone told you that the same investment als...    view full article >>
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Social Security Planning: Is It Necessary?

Posted Mon, March 24, 2014 by Greg Womack
Social Security is one of the most popular programs the federal government has ever put into place. In total, about 57 million Americans received retirement, disability, or survivorsí benefits †during 2012 at a cost of about $786 billion. Social Securi...    view full article >>
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Download: 9 Questions to Ask Your CPA

Posted Tue, February 11, 2014 by Greg Womack
When you review your tax return with your CPA, be sure to take this with you: A downloadable form of 9 questions to ask your CPA.†    view full article >>
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Womack presents 2014 forecast

Posted Mon, January 13, 2014 by Greg Womack
Greg Womack will discuss how the experts fared with their 2013 predictions and what they are saying about 2014. THURSDAY, †JAN. 23, 2014 Central Oklahoma Home Builders Association Event Center 420 E. Britton Road Oklahoma City, ...    view full article >>
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Recovering from Washington DC's drama

Posted Mon, October 21, 2013 by Greg Womack
Now that the debt ceiling impasse is resolved (at least temporarily), we can all breathe a sigh of relief and get back to the business of economic recovery. † However, the economic recovery I'm most concerned about is yours. While we have made progress,...    view full article >>
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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 10t...    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