F.I.G. Financial Advisory Services, Inc.
F.I.G. Financial Advisory Services, Inc.
Blog Post
  • We’ve Moved! We are now officially moved into our new offices and can’t wait to have you all see our new facilities.  Now when you come you will have parking available right at the front door! Remember, our new address is: 14620 Hertz Quail Springs... The post January, 2018 Mid-Month Udpate appeared first on F.I.G. Financial.

F.I.G. Financial Advisory Services, Inc.
F.I.G. Financial Advisory Services, Inc.
Blog Post
  •   Merry Christmas and Happy New Year! -Market and Office Holiday Schedule: We want to wish you all a very Merry Christmas and hope you all get to spend some extra family time between now and year-end.  Our offices will be closed this coming Friday,... The post December, 2017 Mid-Month Update appeared first on F.I.G. Financial.

F.I.G. Financial Advisory Services, Inc.
F.I.G. Financial Advisory Services, Inc.
Blog Post
  • Reminder: We are planning to move into our new office building before year-end.  At the present, we estimate our move date to be December 27th.  We will be sending you all a formal notice with the new office address and location. Our phone numbers will... The post November, 2017 Review and Outlook appeared first on F.I.G. Financial.

F.I.G. Financial Advisory Services, Inc.
F.I.G. Financial Advisory Services, Inc.
Blog Post
  • We Wish all of You and Your Families a Very Happy Thanksgiving! We have so much to be thankful for again this year, and working with all of you is something we are very thankful and appreciative of all year long.  We wish you a... The post November, 2017 Mid-Month Update appeared first on F.I.G. Financial.

F.I.G. Financial Advisory Services, Inc.
F.I.G. Financial Advisory Services, Inc.
Blog Post
  • Client Event September 28th: Spaces are filling up quickly for this year’s client event on Thursday, September 28th at the Jones Assembly in downtown Oklahoma City.  Be sure to call us today or email Chris if you have not yet done so in order to... The post September, 2017 Mid-Month Update appeared first on F.I.G. Financial.

F.I.G. Financial Advisory Services, Inc.
F.I.G. Financial Advisory Services, Inc.
Blog Post
  • Highlights of this Update: Markets, Office closed for Labor Day Holiday. I.G. Annual Client Event invitations coming with details. Take a look at Trust Co. of America’s new investor website. Is a ROTH IRA conversion for you? S. stock indices inch higher in August. Interest... The post August, 2017 Review and Outlook appeared first on F.I.G. Financial.

F.I.G. Financial Advisory Services, Inc.
F.I.G. Financial Advisory Services, Inc.
Blog Post
  • Highlights of this Update: Save the date: Thursday, September 28th: F.I.G. Annual Event-Jones Assembly in OKC! Call for your review now if you have not yet done so this quarter. S. stock indices drop last week on North Korea tensions. Odds of actual conflict remain... The post August, 2017 Mid-Month Update appeared first on F.I.G. Financial.

F.I.G. Financial Advisory Services, Inc.
F.I.G. Financial Advisory Services, Inc.
Blog Post
  • Highlights of this Month’s Review: Be sure to know all your options before filing for Social Security! Call us first to help! Call now to schedule your mid-year review if you have not yet done so! Stock indices continued to move higher in July, interest... The post July, 2017 Review and Outlook appeared first on F.I.G. Financial.

F.I.G. Financial Advisory Services, Inc.
F.I.G. Financial Advisory Services, Inc.
Blog Post
  • Highlights of this Mid-Year Review and Outlook: Now is the time to schedule your personal mid-year review. A 5-business day notice is suggested when you know you will be in need of a withdrawal from your investment account(s). 3 suggested steps to help you protect... The post 2017 Mid-Year Review and Outlook appeared first on F.I.G. Financial.

F.I.G. Financial Advisory Services, Inc.
F.I.G. Financial Advisory Services, Inc.
Blog Post
  • Update from Rick: I want to personally thank so many of you for the kind words and cards during the recovery from my recent unexpected surgery.  I am happy to report that all has gone well, although the healing process took longer than I would... The post May, 2017 Update and Outlook appeared first on F.I.G. Financial.

F.I.G. Financial Advisory Services, Inc.
F.I.G. Financial Advisory Services, Inc.
Blog Post
  • Happy Mother’s Day! We wish all of you a very Happy and Blessed Mother’s Day. Update on Rick: Some of you already know but many of you might not know that Rick become ill on Tuesday, April 25th and on Wednesday, April 26th was sent... The post May, 2017 Mid-Month Update appeared first on F.I.G. Financial.

F.I.G. Financial Advisory Services, Inc.
F.I.G. Financial Advisory Services, Inc.
Blog Post
  • Highlights of this Update: Call to schedule your personal review today! Deadline for filing return or extension for 2016 income tax is April 18, 206 Stocks start first half of April slightly lower, interest rate dip. A disconnect between Consumer Confidence and retail sales. READ... The post April, 2017 Mid-Month Update appeared first on F.I.G. Financial.

F.I.G. Financial Advisory Services, Inc.
F.I.G. Financial Advisory Services, Inc.
Blog Post
  • Highlights of this Update: Don’t forget to use the available CSV file to download your 2016 tax information. Call today for your personal review if you have not yet done so this year. S. stock indices climb again after FED decision to raise rates .25%.... The post March, 2017 Mid-Month Update appeared first on F.I.G. Financial.

F.I.G. Financial Advisory Services, Inc.
F.I.G. Financial Advisory Services, Inc.
Blog Post
  • Highlights of this Month-End Review and Outlook: Be sure to take advantage of the available “CSV” file to download 2016 transactions for your tax return. Monthly distributions from Trust Co. of America accounts are processed on the 25th of each month OR the next business... The post February, 2017 Review and Outlook appeared first on F.I.G. Financial.

F.I.G. Financial Advisory Services, Inc.
F.I.G. Financial Advisory Services, Inc.
Blog Post
  • Highlights of this Mid-Month Update: Monday, February 20th is President’s Day and the U.S. markets are closed as well as our offices. Initial 2016 1099 forms were mailed on February 15th for all taxable accounts. REMEMBER to utilize the “CSV” or Excel file to download... The post February Mid-Month Update appeared first on F.I.G. Financial.

F.I.G. Financial Advisory Services, Inc.
F.I.G. Financial Advisory Services, Inc.
Blog Post

New blog articles detected.

  • November Mid-Month Update

    Thanksgiving Holiday Market and Office Schedule: The U.S. Financial markets will be closed on Thursday, November 24th for the Thanksgiving Holiday, and will have a short trading session on Friday, November 25th, closing at 12:00 noon CST, 1:00pm EST.  Our offices will close early on... The post November Mid-Month Update appeared first on F.I.G. Financial.

  • October, 2016 Review and Outlook

    Highlights of this Update: S. stock indices dip in October, but remain positive year-to-date. Interest rates move slightly higher, mortgage rates remain low. Uncertainty increases over the upcoming election. Corporate earnings increasing again overall. Long Term care costs could be your biggest challenge in retirement.... The post October, 2016 Review and Outlook appeared first on F.I.G. Financial...

  • October, 2016 Mid-Month Update

    Highlights of this Update: Time is running out! Call today to schedule your personal 2016 end of year review. Major stock indices close lower last week, while interest rates inched higher. Oil closes above $50.00 per barrel. Economic data remains positive, no near-term recession imminent.... The post October, 2016 Mid-Month Update appeared first on F.I.G. Financial.

  • 3rd Quarter, 2016 Review and Outlook

    Highlights of this Quarter’s Update: The 4th quarter is here and the last opportunity to review and plan ahead for the balance of 2016. S. stock indices rise for the quarter, retaining positive results for 2916 to-date. Oil dips in the quarter, interest rates inch... The post 3rd Quarter, 2016 Review and Outlook appeared first on F.I.G. Financial.

  • January, 2017 Review and Outlook

    HIGHLIGHTS OF THIS UPDATE: Tax forms will start coming to you for reporting 2016 income tax information. Take steps now to protect your cybersecurity in 2017. Stocks start off the year on a positive note. Interest rates end flat for January. Expectations for higher corporate... The post January, 2017 Review and Outlook appeared first on F.I.G. Financial.

  • Mid-Month Update

    Monday, January 16th-Markets and our Offices Closed Monday is Martin Luther King Day, and the U.S financial markets will be closed as well as our office.  It is also a banking holiday, so any withdrawals from accounts at the Trust Company of America will be... The post Mid-Month Update appeared first on F.I.G. Financial.

  • 2016 Year-End Review and Outlook

    Happy New Year! We hope you all had a wonderful Holiday Season!  It’s hard to believe it’s already 2017.  NOW is the time to either complete or update your personal long term financial plan.  If you are not taking advantage of our MyWealth system, you... The post 2016 Year-End Review and Outlook appeared first on F.I.G. Financial.

  • Mid-Month Update

    Highlights of this Update: Holiday market and F.I.G. office hours announced. December distributions from TCA account to be made on December 27th. U.S. stock indices continue their rise. Interest rates rise along with mortgage rates. FED raises Fed Funds target rate .25% as expected. READ... The post Mid-Month Update appeared first on F.I.G. Financial.

  • November, 2016 Review and Outlook

    Highlights of this Month’s Review/Outlook: Time is running out for your personal year-end review. Call today to schedule yours. Year-end items to consider for 2016. Stock markets rally after election-a surprise to many. Interest rates spike on anticipation of future growth and inflation. Mortgage rates... The post November, 2016 Review and Outlook appeared first on F.I.G. Financial.

F.I.G. Financial Advisory Services, Inc.
F.I.G. Financial Advisory Services, Inc.
Blog Post

Mid-Month Update

  • Highlights of this Update: Call today to reserve your spot(s) for our annual Client Event on October 6th! U.S. stock indices eke out small gains last week with increased volatility. FED meets this week Tuesday and Wednesday. We don’t see a U.S. recession in the... The post Mid-Month Update appeared first on F.I.G. Financial.

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