Market Insight and Education

Health Maintenance Organization (HMO)

What Is a Health Maintenance Organization? An individual that needs to secure his or her own health insurance plan may find a variety of health insurance providers with unique features. One type of insurance provider that is popular in the health insurance marketplace...

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How and why you should go on a digital detox vacation

A recent story in the Wall Street Journal about pricey vacation spots that boast no cell reception or Wi-Fi had me asking, “Huh?” I just got used to looking in the hotel amenities list for free Wi-Fi, now I need to pay extra for NO Wi-Fi?How and why you should go on a...

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Building a Better 401(k)

In this era of do-it-yourself retirement planning, your quality of life in retirement will probably depend on how much you’ve stashed in your 401(k)or similar employer-sponsored retirement plan. Fortunately, a raft of plan enhancements, ranging from automatic...

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Market Expectations for Rest of 2019

Market Expectations for Rest of 2019

In this video, Ryan talks about what to expect for the remainder of 2019. He talks about some of the volatility, but addresses some of the key stats on why the economy could still continue to see growth this year.

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Market Expectations for Rest of 2019

Oakcrest Insight – August 2019

Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny of family wealth. Here are some common and not-so-common errors to...

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