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 3/23/2017

The KUIK Market Update for Thursday, March 23:
 
Markets are up.
 
Index Direction Change Units   Time    
Dow Up                     59  points            20,720 8:13 AM    
S&P500 Up 0.4% percent             2,357      
Nasdaq Composite Up 0.3% percent             5,839      
30 Year Treasury Up                       1 Basis Points               3.02 Annual Yield    
 
The Labor Department reports new applications for unemployment benefits jumped by 15,000 to 258,000 last week.  That matched a two-month high. Economists expected 240,000. New jobless claims bottomed out at 210,000 the week of February 25 for the lowest level since December 6, 1969. Continuing claims fell 39,000 to 2 million the week ended March 11.
 
Freddie Mac reports mortgage rates are down.  30-year fixed-rate mortgage averaged 4.23% this week, down from last week’s  4.30%. A year ago it was 3.71%.  The 15-year fixed averaged 3.44% down from 3.50%. A year ago it was 2.96%.
 
The Commerce Department reports new home sales were up in February. They hit a seasonally adjusted annual rate of 592,000. That’s 6.1% higher than in January and 12.8% above February’s 2016. Economists expected only 571,000 annually. The median sales price was $296,200.
 
 
 
Serving the West Side first, I am Bill Roller of BR Capital for 1360 KUIK.
 
http://www.marketwatch.com/story/jobless-claims-climb-15000-to-258000-2017-03-23
http://freddiemac.mwnewsroom.com/press-releases/mortgage-rates-drop-signals-continued-uncertainty-otcqb-fmcc-1302110
http://www.marketwatch.com/story/new-home-sales-roar-to-a-7-month-high-592000-annual-rate-in-february-2017-03-23
 
 
For today’s Market Update Report click to listen->
  1. Morning Market Report 3/23/2017 Comments Off on Morning Market Report 3/23/2017
  2. Closing Market Report 3/22/2017 Comments Off on Closing Market Report 3/22/2017
  3. Market Update Report 3/22/2017 Comments Off on Market Update Report 3/22/2017
  4. Morning Market Report 3/22/2017 Comments Off on Morning Market Report 3/22/2017
  5. Closing Market Report 3/21/2017 Comments Off on Closing Market Report 3/21/2017
  6. Market Update Report 3/21/2017 Comments Off on Market Update Report 3/21/2017
  7. Morning Market Report 3/21/2017 Comments Off on Morning Market Report 3/21/2017
  8. Closing Market Report 3/20/2017 Comments Off on Closing Market Report 3/20/2017
  9. Market Update Report 3/20/2017 Comments Off on Market Update Report 3/20/2017
  10. Morning Market Report 3/20/2017 Comments Off on Morning Market Report 3/20/2017
  11. Closing Market Report 3/17/2017 Comments Off on Closing Market Report 3/17/2017
  12. Market Update Report 3/17/2017 Comments Off on Market Update Report 3/17/2017
  13. Morning Market Report 3/17/2017 Comments Off on Morning Market Report 3/17/2017
  14. Closing Market Report 3/16/2017 Comments Off on Closing Market Report 3/16/2017