• Acorn
  • CONTACT US
  • CONNECT
  • SCHEDULE APPOINTMENT
OakCrest Capital
  • About Us
  • Services
    • Business Owners and Executives
    • Police Officers
    • Firefighters
    • Medical Professionals
    • Subscription-based Planning
  • Market Insight
    • Oakcrest Insight
    • Client Education
  • Events
  • Client Login
Select Page

No summer camp? No problem. Here are 5 ways to re-create the experience for kids stuck at home.

by jamieroth | May 29, 2020 | Featured Posts, Uncategorized

We are headed into possibly the weirdest summer ever. We are in the midst of a worldwide pandemic. School ended early. Kids are bored. Parents are about to lose their ever-loving minds. And to top it all off, summer camp is probably canceled, too, or at least...

Why it pays to wait to take Social Security — even if stocks crash

by jamieroth | May 26, 2020 | Featured Posts, Uncategorized

The sharp stock decline amid the coronavirus pandemic, one of the fastest selloffs in market history, caused much soul searching for the tens of millions of people who are either at or near retirement age. Should I sell stocks or wait for the market to recover? Should...

Meet the kindergarten teacher with 80,000 students

by jamieroth | May 22, 2020 | Featured Posts, Uncategorized

For most parents, the smaller the class size the better when it comes to early education. Click here to read full article: Meet the kindergarten teacher CFP® Subscription Financial Planning At OakCrest we’re continually trying to be at the forefront of planning for...

What are dividends and how do they work?

by jamieroth | May 19, 2020 | Featured Posts, Uncategorized

Dividend stocks are a staple of every income investor’s portfolio, but don’t dismiss them as a retiree’s investment only. Dividend stocks have a role to play in any portfolio, no matter the investor’s age or financial circumstances. The reason:...

ER nurse decorates patients’ rooms with pictures of loved ones

by jamieroth | May 15, 2020 | Featured Posts, Uncategorized

When Lori Toce’s father died in late March, only two family members at a time were able to see him because of hospital restrictions put in place during the coronavirus pandemic. Just a few weeks later, Toce’s mom tested positive for COVID-19, the illness...
« Older Entries

Recent Posts

  • No summer camp? No problem. Here are 5 ways to re-create the experience for kids stuck at home.
  • Why it pays to wait to take Social Security — even if stocks crash
  • Meet the kindergarten teacher with 80,000 students
  • What are dividends and how do they work?
  • What’s behind the Market Rebound
  • ER nurse decorates patients’ rooms with pictures of loved ones
  • How Much You Should Have in Your Retirement Fund at Every Age
  • Oakcrest Insight – May 2020
  • How letter writing can boost mood and make stress easier to handle
  • The CARES Act allows you to tap retirement savings — but should you?

IMPORTANT INFO:

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and OakCrest Capital, LLC are not affiliated.

This communication is strictly intended for individuals residing in the states of AK, AR, AZ, CO, FL, GA, IL, IN, KS, KY, LA, MA, MI, MO, NC, OH, PA, SC, TN, TX, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, OakCrest Capital, LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

Copyright © 2020 OakCrest Capital