Fourth Quarter 2009

Was 2009 an aberration or a progenitor of better times? Here are a few of the questions that are first and foremost on our minds as we head into the new decade.

How to Lose Money in a Top-Performing Fund

The Story of the CGM Focus Fund

Lunch & Learn Summary: Roth 401k "Be Ready for Roth Conversions in 2010"

On November 10th, Jennifer Kohlbacher and Jeffrey A. Couch, discussed ROTH IRA Conversions for 2010.

Who do you trust?

Prominent money managers and economists have drastically different views on the economy. Who do you trust when opinions are so divergent?

Lunch & Learn Summary: Prescott Group Capital Management

On October 13th, Phil Frohlich and Jeff Watkins, of Prescott Group Capital Management, discussed investing in small and midcap stocks.

Lunch & Learn: Health Care Reform

Dr. Jeffrey Alderman, Associate Professor at the OU School of Community Medicine, spoke on the topic of health care reform. His presentation covered health care issues in the Tulsa community, the good, bad, and ugly of our current health care system, and a summary of the proposed reforms.

2nd Quarter and looking forward

What a quarter! In fact, it was the best quarter for stocks in over ten years. The S&P 500 rose 15.2 percent in the three months through June. The next question, of course, is “Are we out of the woods yet?”

The Importance of the Fiduciary Standard

Earlier this summer Adams Hall welcomed Peter Zirkle for a short internship. Peter took some time to examine the role of the Fiduciary Standard in an advisor-client relationship as well as the standard’s future. His analysis can be seen here.

Adams Hall selected one of Leading Wealth Managers

Jana Shoulders, CEO and Founder said, "We are gratified to receive this honor from Goldline Research because it's another validation that the Adams Hall way of doing business, putting clients first, is the right way."

The Fed’s Bold Move

On March 18, the Fed announced a bold move to expand its balance sheet by buying mortgage- related securities and Treasuries. Here are some thoughts on the Fed’s massive plan:

The Age of Austerity?

At Adams Hall, our best efforts for you are the collective experience and knowledge that several decades in this business produce. We are in uncharted waters with the winds and the tides changing almost daily. Our goal, and our promise to you, is to captain your ship safely to the other side! We hope our experience and knowledge add the value to our relationship that allows us to be successful and you to enjoy life.

Town Hall discussion

In January Adams Hall Asset Management hosted a Town Hall discussion. The Town Hall covered topics such as the Bernard Madoff scandal, current market conditions, fiscal stimulus, & global investing. A video replay of that discussion is now available on our website.

 

You may watch the entire presentation or skip ahead to the questions & answers if you prefer by clicking the link below.