Oakcrest Insight

Highlights of what happened in the markets and economy in 2019

Oakcrest Insight – January 2020

Financial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let’s examine a few. Read more.

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Highlights of what happened in the markets and economy in 2019

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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Highlights of what happened in the markets and economy in 2019

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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Highlights of what happened in the markets and economy in 2019

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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Highlights of what happened in the markets and economy in 2019

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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Highlights of what happened in the markets and economy in 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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Highlights of what happened in the markets and economy in 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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