CPA Club of Tulsa (September 26, 2006)
Pension Protection Act of 2006 & Changes to Roth and Traditional 401(k)

CPA Club of Tulsa (October 25, 2005)
Sarbanes-Oxley: A Capital Market Perspective

Oklahoma Society of CPAs (September 15, 2005)
Sarbanes-Oxley: A Capital Market Perspective

Institute of Management Accountants (August 19, 2009)
An Investment Revolution

Quarterly Investment Notes (PDF)

Letter to Clients Oct 10, 2008
Quarterly Investment Note Jul 31, 2007
Quarterly Investment Note Mar 15, 2007
Quarterly Investment Note Dec 26, 2006
Quarterly Investment Note Aug 15, 2006
Quarterly Investment Note May 19, 2006
Quarterly Investment Note February 13, 2006
Quarterly Investment Note November 10, 2005
Quarterly Investment Note August 16, 2005
Quarterly Investment Note May 17, 2005
Quarterly Investment Note February 10, 2005
Quarterly Investment Note November 1, 2004
Quarterly Investment Note July 26, 2004
Quarterly Investment Note May 7, 2004