September Video – In this months video, Ryan talks about how markets react when Recessions occur as well as an overview of why we’re starting our Quarterly Insight Webinars in addition to the monthly Insight video and newsletters.

September 2022 – Newsletter – In this issue: Traditional vs. Roth IRA, Five most overlooked tax deductions and 9 facts about social security.

July 2022 – Newsletter – In this issue: Inflation & your money, A living trust primer, Getting a head start on college savings, How will working affect social security benefits?

July Video – In this months video, Ryan talks about how markets react when Recessions occur as well as an overview of why we’re starting our Quarterly Insight Webinars in addition to the monthly Insight video and newsletters.

June 2022 - Newsletter - In this issue: Retirement Questions That Have Nothing to Do With Money, A Checklist for When a Spouse or Parent Passes, and A Brief History of Estate Taxes. Read More

June Video – In this video Ryan discusses an update on inflation as well as early discussions on mid term elections this fall.

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.

April Video – In this video Ryan recaps the first quarter in the markets as well as gives his expectations for the rest of the year in the economy.

April 2022 – Newsletter – In this issue: Separating the SIgnal From the Noise, Investing with Your Heart and Choices for Your 401(k) at a Former Employer.

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.