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Year-End Tax Planning: 10 Things to Keep in Mind

Posted Sat, November 26, 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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As Europe fiddles, the markets remain unsettled.

Posted Sun, November 20, 2011 by Greg Womack
¬†The Markets¬† "Printing money is really just a softer method of default, because it effectively converts the meaning of default from 'getting less than 100% of the currency you were owed' to 'getting all the currency you were owed, but ending up with l...    view full article >>
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New Student Debt Repayment Plan

Posted Tue, November 15, 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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Market Week: Nov. 14, 2011

Posted Sun, November 13, 2011 by Greg Womack
The Markets Once again, European politics drove the movement of equities markets. Once leadership changes in Greece and Italy seemed imminent, equities recovered some momentum. The S&P 500 managed to turn positive for the year, while the Dow continued ...    view full article >>
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Update: COLA will be paid in 2012; Medicare costs rise less than predicted

Posted Wed, November 9, 2011 by Greg Womack
¬† If you receive Social Security or SSI benefits, here's some good news--the Social Security Administration has announced that for the first time since 2009, a cost-of-living adjustment (COLA) will be paid. Monthly benefits will increase 3.6% starting i...    view full article >>
Posted in : Market Week |  No Comments >>
Tags : retirement , social security , medicare , COLA


Market Week: Nov. 7, 2011

Posted Mon, November 7, 2011 by Greg Womack
The Markets Greek drama: Once again, uncertainty about Greece eclipsed domes...    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