Oakcrest Insight

How To Plan For 2020 Financially

How To Plan For 2020 Financially

In this video Ryan discusses how to plan for a 2020 financially. He talks about a few items to review – your estate documents, contributions to your retirement accounts and how to continually takes steps to have a successful retirement.

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How To Plan For 2020 Financially

Oakcrest Insight – December 2019

What is a relationship with a financial advisor worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempts to answer that question. Read more.  

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How To Plan For 2020 Financially

Oakcrest Insight – October 2019

What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to managing your...

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How To Plan For 2020 Financially

How Impeachment Could Affect the Markets

In this video Ryan Nietert reviews the question he has been receiving a lot – how will impeachment affect their investments and retirement assets. He talks about past impeachments and what managers are focusing on during this impeachment.

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How To Plan For 2020 Financially

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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How To Plan For 2020 Financially

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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How To Plan For 2020 Financially

Oakcrest Insight – July 2019

If you follow national news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate, it saw broad, bipartisan support in the House of Representatives.

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How To Plan For 2020 Financially

Oakcrest Insight: Update on Tariff Disputes

In this month’s episode, Ryan discusses updates on Tariff Disputes with China. The markets were caught off guard by a resolution not happening in May, and Ryan talks about why Trump is able to take such a hard stance towards China at the current state of...

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