Monthly videos to keep clients up to date on the markets, economy and timely financial events
In this month’s video, Ryan gives us a recap of the September Markets.
October 2023 – Newsletter – In this issue: Financially Savvy at Six Figures, And the Executor Is, 9 Facts About Retirement, and 9 Facts About Social Security
August Video – In this month’s video, Ryan discusses the downgrade of the US government by Fitch.
August 2023 – Newsletter – In this issue: Personal Finance Calendar, Building Your Legacy and Retiring Earlier Than Expected? What To Know
July Video – In this video Ryan discusses some of the updates that have happened the last 6 months at OakCrest including adding services and team members.
July 2023 – Newsletter – In this issue: Do our biases affect our financial choices?, A bucket plan to go with your bucket list, Retiring Earlier than expected? and W What to know deciding when to take social security.
June 2023 – Newsletter – In this issue: Important Birthdays Over 50, The Five Basics of Financial Literacy and Traditional vs Roth IRA.
In this video, Ryan discusses why the market has been on a surprising upturn and what the markets haven’t been focused on.
In this video, Ryan discusses some tax planning ideas that individuals and business owners are able to plan for here in 2023 to minimize taxes.
April 2023 – Newsletter – In this issue: Understanding FDIC Insurance, How Retirement Spending Changes With Time, A Taxing Story: Capital Gains and Losses, and U.S. Personal Savings Rate.