Monthly videos to keep clients up to date on the markets, economy and timely financial events
September Market Recap
In this month’s video, Ryan gives us a recap of the September Markets.
Financially Savvy at Six Figures
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
Downgrade of the US government by Fitch
August Video – In this month’s video, Ryan discusses the downgrade of the US government by Fitch.
Personal Finance Calendar
August 2023 – Newsletter – In this issue: Personal Finance Calendar, Building Your Legacy and Retiring Earlier Than Expected? What To Know
Updates at OakCrest
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.
Do Our Biases Affect Our Financial Choices?
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.
Important Birthdays Over 50
June 2023 – Newsletter – In this issue: Important Birthdays Over 50, The Five Basics of Financial Literacy and Traditional vs Roth IRA.
A Surprising Upturn in the Market
In this video, Ryan discusses why the market has been on a surprising upturn and what the markets haven’t been focused on.
Overview of 2023 Tax Planning Ideas
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.
Understanding FDIC Insurance
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.
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