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Coin this phrase – buy to hedge against inflation

Posted Wed, December 14, 2011 by Greg Womack
If you haven’t purchased gold and silver coins, you may be getting your chance! I have been recommending to our clients for years to own some gold and silver coins. Currently, gold and silver are going through a price-change -- gold down 15 perc...    view full article >>
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Weekly Commentary: Who wants to be a billionaire?

Posted Mon, December 5, 2011 by Greg Womack
  Ever wonder how billionaires got to that level? Here are 10 success tips shared by four billionaires on a recent episode of the new show "20/20." Figure out what you're so passionate about that you'd be happy doing it for 10 years, even if you n...    view full article >>
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Market Week, Dec. 5, 2011

Posted Mon, December 5, 2011 by Greg Womack
The Markets Santa showed up early this year thanks to a 490-point leap in the Dow on Wednesday, fueled by holiday shoppers and six of the world's central banks. The rally helped give the S&P its best week since March 2009 and the Russell 2000, which has ...    view full article >>
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Year-End Tax Planning: 10 Things to Keep in Mind

Posted Sun, November 27, 2011 by Greg Womack
The window of opportunity for many tax-saving moves closes on December 31. So set aside some time to evaluate your tax situation now, while there's still time to affect your bottom line for the current tax year. With that in mind, here are 10 things to co...    view full article >>
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New Student Debt Repayment Plan

Posted Wed, November 16, 2011
On October 26, 2011, President Obama announced a plan that seeks to help college graduates pay back their federal student loans. The plan is an executive order and does not require approval by Congress. It is scheduled to take effect beginning in 2012.  ...    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