Bill Roller

Bill Roller

Bill Roller, CFA, CFP®
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Experience

Bill Roller, CFA, CFP® is experienced in financial planning and investment analysis. He focuses his consulting practice on estate, retirement, and financial planning for businesses and individuals. Bill started BR Capital Inc. in 2003 and registered it as an investment advisory firm on June 23,2004. Prior to that, he worked for Merrill Lynch for over nine years. He has also worked in high technology. He was a finance and marketing analyst for a Portland avionics manufacturer and a medical software company in Philadelphia. He served for seven years as a U.S. Army officer in Infantry and Special Forces (Green Beret) units. Bill is a Chartered Financial Analyst, recognized around the world as the premier designation in the investment profession as well as a CERTIFIED FINANCIAL PLANNERTM. He is also a licensed Commercial Pilot of single and multi-engine airplanes. Bill earned a Bachelor of Science degree from the United States Military Academy at West Point in 1982, and he earned a Master of Business Administration (MBA) from the Wharton School of Business of the University of Pennsylvania in 1991. He provides the morning and afternoon market reports and financial commentary for KUIK 1360 in Hillsboro, Oregon.

Investment Philosophy

“The biggest advantage we have as financial planners and investment managers is that we are also business owners. We have learned what it takes to start and build businesses. When we look at an investment, we look at it with an eye toward things like market size, profit margins, and return on investment. And when we recommend a course of action for a business or property owner, it is one that we have researched for our use.”

Family Bill met his wife Shannon when she was a US Army nurse and they were stationed at Fort Lewis, WA. Shannon is an operating room nurse for Southwest Washington Medical Center. They reside with their two sons in Vancouver, WA. When Bill is not working he enjoys flying and hiking in the wonderful places in the scenic Pacific Northwest.

Teaching

Education is important to our firm. Bill has been an adjunct instructor at Clark College. His courses have included The Financial Crisis of 2008-2009, Introduction to Business Ownership, and Introduction to Financial Management. He is also at work on his first book.

Associations

Member and 2004 President of the Columbia Aviation Association
Member of the CFA Society of Portland
Director of The Children’s Center
Past President of the Estate Planning Council of Southwest Washington
Member of the Vancouver Rotary Club

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Recent Posts

Market Update Report 12/15/2017

The KUIK Market Update for Friday, December 15:
Markets are up.
Index Direction Change Units Index Time Change
Dow Jones Industrial Average Up 121 points 24,630 8:19 AM
S&P500 Up 0.7% percent 2,670 2.55
Nasdaq Composite Up 0.7% percent 6,903 (0.72)
30 Year Treasury Unchanged Basis Points 2.71 Annual Yield
European Union leaders at their summit in Brussels earlier today agreed to move to the second phase of talks with the U.K. over its brexit. Leaders of the 27 member states determined that enough progress in negotiations has been made in recent months and they are ready to start discussing trade and other issues.
The New York Fed reports its Empire State manufacturing index fell slightly in December to 18 from November’s 19.6. Readings above zero indicate improving conditions, though it’s the second drop in a row. New orders and number of employees fell while shipments and average workweek both rose.
Shares of database company Oracle are off 4% to $48.02 a share. It reported earnings after the close yesterday . Oracle had fiscal second quarter revenue of $9.63 billion (up 6% annually) and adjusted EPS of $0.70, topping consensus analyst estimates of $9.57 billion and $0.68. But Oracle forecast its total cloud app and service revenue — some of which cuts into traditional Oracle license revenue — would rise only 21% to 25%. That’s below the consensus that cloud revenue would 42% to $1.69 billion.
Serving the West Side first, I am Bill Roller of BR Capital for 1360 KUIK.
https://www.marketwatch.com/story/eu-leaders-approve-moving-to-2nd-phase-of-brexit-talks-2017-12-15
https://www.marketwatch.com/story/empire-state-index-slips-for-third-month-in-december-2017-12-15
https://www.thestreet.com/story/14421823/1/oracle-issued-weak-cloud-guidance-and-didn-t-offer-any-good-excuses.html
For today’s Market Update Report click to listen->
  1. Morning Market Report 12/15/2017 Comments Off on Morning Market Report 12/15/2017
  2. Closing Market Report 12/14/2017 Comments Off on Closing Market Report 12/14/2017
  3. Market Update Report 12/14/2017 Comments Off on Market Update Report 12/14/2017
  4. Morning Market Report 12/14/2017 Comments Off on Morning Market Report 12/14/2017
  5. Closing Market Report 12/13/2017 Comments Off on Closing Market Report 12/13/2017
  6. Market Update Report 12/13/2017 Comments Off on Market Update Report 12/13/2017
  7. Morning Market Report 12/13/2017 Comments Off on Morning Market Report 12/13/2017
  8. Market Update Report 12/12/2017 Comments Off on Market Update Report 12/12/2017
  9. Morning Market Report 12/12/2017 Comments Off on Morning Market Report 12/12/2017
  10. Closing Market Report 12/11/2017 Comments Off on Closing Market Report 12/11/2017
  11. Market Update Report 12/11/2017 Comments Off on Market Update Report 12/11/2017
  12. Morning Market Report 12/11/2017 Comments Off on Morning Market Report 12/11/2017
  13. Closing Market Report 12/8/2017 Comments Off on Closing Market Report 12/8/2017
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