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Corporate earning grab attention from European mess

Posted Tue, April 24, 2012 by Greg Womack
 Move over European debt headlines, corporate earnings have something to say.   Even though troubles are brewing again across the pond in Europe, corporate earnings season in the U.S. is stealing the spotlight. Why? According to CNBC, more than 100 comp...    view full article >>
Posted in : News , Weekly Commentary |  No Comments >>
Tags : investments , investing , investment advice , Wall Street , corporate earnings , Greg Womack , Oklahoma , Oklahoma City , Edmond


Watch out for tax changes

Posted Tue, March 20, 2012 by Greg Womack
A number of significant federal income tax provisions expired at the end of 2011, a fact that might be easily overlooked with so much attention being focused on the "Bush tax cuts" that are still in effect, but scheduled to expire at the end of 2012. A...    view full article >>
Posted in : News |  No Comments >>
Tags : Greg Womack , income tax , tax planning , investments , investing


A milestone week on Wall Street

Posted Mon, March 19, 2012 by Greg Womack
The Markets It was a busy week on Wall Street with numerous big moves and key milestones hit. Here are a few of the highlights: • The S&P 500 index and the Dow Jones Industrial Average had their biggest weekly gains since last December. • Th...    view full article >>
Posted in : News , Weekly Commentary |  No Comments >>
Tags : stock market , S&P , milestones , investing , investments , Greg Womack , advice


Market Week: March 5, 2012

Posted Tue, March 6, 2012 by Greg Womack
The Markets The small caps of the Russell 2000 took it on the chin last week, while the other indices more or less held their own. The Dow finally managed to close above 13,000, which it hasn't done since May 2008, but couldn't hang on through the end of...    view full article >>
Posted in : News , Market Week |  No Comments >>
Tags : investments , investing , stock market , U.S. economy , advice , stocks , Greg Womack , Oklahoma , Oklahoma City , Edmond


Calculating Cost Basis Gets Easier This Year

Posted Thu, January 19, 2012 by Greg Womack
Anyone who has ever been baffled by calculating the net proceeds from the sale of an investment will find some relief, starting with the 2011 tax return due April 17. If you bought any stocks after January 1, 2011, and sold them later in the year, you sho...    view full article >>
Posted in : News |  No Comments >>
Tags : income tax , paying taxes , investments , investing , 2011 taxes , Greg Womack , Edmond , Oklahoma , Oklahoma City


Who wants to join the downgrade club?

Posted Wed, January 18, 2012 by Greg Womack
The U.S. became a member last August and, now, so has most of the eurozone. Unfortunately, it’s not a club you want to join. Late last week, Standard and Poor’s (S&P) announced it was downgrading the credit rating of nine of the eurozone&rsqu...    view full article >>
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Tags : Greg Womack , stock market , investing , Europe , gold , investments , economics , Oklahoma , Oklahoma City , Edmond


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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