OakCrest Insight

Monthly videos to keep clients up to date on the markets, economy and timely financial events

We’re in this Together

We’re in this Together

May Video – In this video Ryan talks about the downturn in the markets and how we’re here to help all our clients go through this together. Our goal is to make sure retirement hasn’t changed for you.

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We’re in this Together

Special OakCrest Insight – Russia Implications

https://youtu.be/mNpb0nBvw1cIn this video, Ryan talks about potential implications of Russia invading Ukraine. He also talks about the importance of OakCrest being here for all their clients to talk through keeping their eye on the big picture for their investments.

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We’re in this Together

Pullbacks, Corrections, and Bear Markets

February 2022 – Newsletter – In this issue: Pullbacks, Corrections, and Bear Markets Your Emergency Fund: How Much is Enough? How Income Taxes Work Five Most Overlooked Tax Deductions.

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We’re in this Together

Moderation is Theme for 2022

January - In this month’s video, Ryan talks about getting back to more moderate growth versus the large gains we’ve experienced in retirement accounts the last few years since Covid downturn.  

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We’re in this Together

Emotional vs. Strategic Decisions

January 2022 – Newsletter – In this issue: Emotional vs Strategic Decisions, Estate Management Checklist and How Will Working Affect Social Security Benefits?

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We’re in this Together

Optimism for 2022 and Expectations

December – In this video Ryan talks about being optimistic, but with caution for 2022 as inflation, COVID and interest rate news will determine the ups and downs next year.

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We’re in this Together

End-of-the-Year Money Moves

December 2021 - Newsletter - Here are some things you might consider before saying goodbye to 2021. What has changed for you in 2021? For some, this year has been as complicated as learning a new dance. Read More

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