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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.
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here for full article
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How to Lose Money in a Top-Performing Fund
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The Story of the CGM Focus Fund
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here for full article
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Lunch & Learn Summary: Roth 401k "Be Ready for Roth Conversions in 2010"
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On November 10th, Jennifer Kohlbacher and Jeffrey
A. Couch, discussed ROTH IRA Conversions for 2010.
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You can view a replay
by clicking here
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Prominent money managers and economists have drastically different views on the economy. Who do you trust when opinions are so divergent?
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Lunch & Learn Summary: Prescott Group Capital Management
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On October 13th, Phil Frohlich and Jeff Watkins, of Prescott Group Capital Management, discussed investing in small and midcap stocks.
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Lunch & Learn: Health Care Reform
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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.
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You can view a replay
by clicking here
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2nd Quarter and looking forward
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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?”
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The Importance of the Fiduciary Standard
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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.
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Adams Hall selected one of Leading Wealth Managers
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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."
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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:
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here for full article |
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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.
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here for full article |
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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.
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Click here for full article |
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