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Gold and Precious Metals: The Road Ahead

Posted Fri, October 17, 2014 by Greg Womack
Gold and commodities were down in September mainly due to a strengthening U.S. dollar. (Typically, when the dollar goes up in value, hard assets become cheaper because as it takes fewer dollars to buy them; the opposite typically occurs when the dollar...    view full article >>
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Rollover of After-Tax Dollars from 401(k) Plans

Posted Sat, October 4, 2014 by Greg Womack
Background Here's the dilemma. You have a traditional 401(k) that contains both after-tax and pre-tax dollars. You'd like to receive a distribution from the plan, convert only the after-tax dollars to a Roth IRA, and roll the pre-tax dollars into a...    view full article >>
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Possible Relief for Consumers with Low Credit Scores

Posted Wed, August 13, 2014 by Greg Womack
Possible Relief for Consumers with Low Credit Scores Changes to a widely used credit score may make it more likely for consumers struggling with low scores to obtain loans. Fair Isaac Corporation's newest FICO┬« credit scoring model will change...    view full article >>
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Foreign Account Tax Compliance Act (FATCA): The Basics

Posted Wed, June 25, 2014 by Greg Womack
For those who have been asking about the Foreign Account Tax Compliance Act (FACTA), or for those wanting to know...here is an update on the law and some of the requirements. Foreign Account Tax Compliance Act (FATCA): The Basics The Fo...    view full article >>
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Expansion of Pay As You Earn Program for Student Loans

Posted Mon, June 16, 2014 by Greg Womack
Against a backdrop of growing alarm over student loan debt and its potential impact on the economy, President Obama recently took executive action to expand the federal Pay As You Earn (PAYE) repayment program for federal student loans. Current...    view full article >>
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IRS Guidance Limits Employer Pre-Tax Subsidies

Posted Tue, June 10, 2014 by Greg Womack
The IRS has put the kibosh on any potential attempts by large employers to skirt the requirements of the Affordable Care Act (ACA) by paying employees before-tax subsidies to buy individual health insurance through private (commercial) carriers or thro...    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