Bill Roller

Bill Roller

Bill Roller, CFA, CFP®
Aevum Images

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

Check out our Articles & Interviews

Recent Posts

Market Update Report 4/25/2017

The KUIK Market Update for Tuesday, April 25:
 
Markets are up.
 
Index Direction Change Units Index Time Change  
Dow Jones Industrial Average Up                    231  points            20,995 7:43 AM    
S&P500 Up 0.6% percent             2,387        13.09  
Nasdaq Composite Up 0.5% percent             6,016        31.73  
30 Year Treasury Up                       2 Basis Points               2.95 Annual Yield    
 
The dollar surged this morning against the Mexican peso after President Trump tweeted that he remains committed to building a wall along the Mexican border. The dollar rose 1.4% to 18.99, its strongest level in a month, after trading at 18.73 late Monday in New York. Yesterday, Trump told a group of reporters that he would drop his demand that funding for the border wall be included in a bill that must be passed by the weekend to avert a government shutdown. Instead, he said, his administration will return to the issue in September.
 
The Commerce Department reports sales of newly constructed homes ran at a seasonally-adjusted annual rate of 621,000. That was 5.8% higher than February’s downwardly-revised sales pace, and 15.6% higher than a year ago. The median sales price was $315,000, up 7.5% from last month, but only 1.2% higher compared to a year ago. There were 5.2 months of supply, down slightly from 5.4 months in February.
 
 
 
 
 
Serving the West Side first, I am Bill Roller of BR Capital for 1360 KUIK.
 
http://www.marketwatch.com/story/mexican-peso-falls-to-1-month-low-as-trump-tweets-support-for-border-wall-2017-04-25?dist=markets’
http://www.marketwatch.com/story/new-home-sales-roar-to-an-8-month-high-as-spring-selling-season-starts-with-a-bang-2017-04-25
 
 
 
For today’s Market Update Report click to listen->
  1. Morning Market Report 4/25/2017 Comments Off on Morning Market Report 4/25/2017
  2. Closing Market Report 4/24/2017 Comments Off on Closing Market Report 4/24/2017
  3. Morning Market Report 4/24/2017 Comments Off on Morning Market Report 4/24/2017
  4. Closing Market Report 4/21/2017 Comments Off on Closing Market Report 4/21/2017
  5. Market Update Report 4/21/2017 Comments Off on Market Update Report 4/21/2017
  6. Morning Market Report 4/21/2017 Comments Off on Morning Market Report 4/21/2017
  7. Market Update Report 4/20/2017 Comments Off on Market Update Report 4/20/2017
  8. Morning Market Report 4/20/2017 Comments Off on Morning Market Report 4/20/2017
  9. Closing Market Report 4/19/2017 Comments Off on Closing Market Report 4/19/2017
  10. Market Update Report 4/19/2017 Comments Off on Market Update Report 4/19/2017
  11. Morning Market Report 4/19/2017 Comments Off on Morning Market Report 4/19/2017
  12. Closing Market Report 4/18/2017 Comments Off on Closing Market Report 4/18/2017
  13. Market Update Report 4/18/2017 Comments Off on Market Update Report 4/18/2017
  14. Morning Market Report 4/18/2017 Comments Off on Morning Market Report 4/18/2017