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Category: Newsletters

Investor Insights & Outlook August 2014

August 24, 2014 Bill Roller

Get the pdf version: Investor Insights & Outlook August 2014 Floating-Rate Options When Interest Rates Rise Given the expectations that…

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Investor Insights & Outlook July 2014

July 29, 2014 Bill Roller

Get the pdf version: Investor Insights & Outlook July 2014 Inflation Rate and Typical Spread Suggest Higher Interest Rates Ahead…

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Investor Insights & Outlook June 2014

June 24, 2014 Bill Roller

Get the pdf version: Investor Insights & Outlook June 2014 Large Stock Dividend Yield Versus 10-Year Treasury Yield In the…

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Investor Insights & Outlook May 2014

June 3, 2014 Bill Roller

Get the pdf version: Investor Insights & Outlook May 2014 Investors May ‘Prefer’ to Look Elsewhere for Yield With yield…

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Investor Insights & Outlook April 2014

April 18, 2014 Bill Roller

Get the pdf version: Investor Insights & Outlook April 2014 Quick Facts: Retirement 1. According to Aon Hewitt’s “The Real…

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Investor Insights & Outlook March 2014

March 18, 2014 Bill Roller

Get the pdf version: Investor Insights & Outlook March 2014 Fed Policy, Inflation, and Interest-Rate Risk With interest rates still…

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Investor Insights & Outlook February 2014

February 24, 2014 Bill Roller

Get the pdf version: Investor Insights & Outlook February 2014 Chasing Performance Investors often endure poor timing and planning as…

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Investor Insights & Outlook January 2014

Bill Roller

Get the pdf version: Investor Insights & Outlook January 2014 History of Interest Rates It is commonly known that interest…

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Investor Insights & Outlook December 2013

December 29, 2013 Bill Roller

Get the pdf version: Investor Insights & Outlook December 2013 The Importance of Staying Invested Investors who attempt to time…

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Investor Insights & Outlook November 2013

December 3, 2013 Bill Roller

Get the pdf version: Investor Insights & Outlook November 2013 Lighten the Load Do mutual fund investors prefer to invest…

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Investor Insights & Outlook October 2013

October 24, 2013 Bill Roller

Get the pdf version: Investor Insights & Outlook October 2013 Saving Is Not Enough After two financial crises occurring almost…

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Investor Insights & Outlook September 2013

September 23, 2013 Bill Roller

Get the pdf version: Investor Insights & Outlook September 2013 A Quick Look at Mid-Cap Stocks Investors often hear about…

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Investor Insights & Outlook August 2013

August 22, 2013 Bill Roller

Get the pdf version: Investor Insights & Outlook August 2013 So, You’re Ready for Retirement…Or Are You? In the past,…

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Investor Insights & Outlook July 2013

Bill Roller

Get the pdf version: Investor Insights & Outlook July 2013 Know Your Risks Risk is the chance that you won't…

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Investor Insights & Outlook June 2013

Bill Roller

 Get the pdf version: Investor Insights & Outlook June 2013 Understanding Risk Tolerance and Risk Capacity When determining an appropriate asset…

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  • Weekly Update 5/12/2025
  • Weekly Update 5/5/2025
  • Weekly Update 4/28/2025
  • Weekly Update 4/21/2025
  • Weekly Update 4/14/2025

BR Capital Inc., dba as Beacon Rock Wealth Advisors is a registered investment adviser in the State of Washington and Oregon. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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