OakCrest Insight

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

Summary of the first half of year and Thoughts for second half

THE CRYPTOCURRENCY CONUNDRUM

July 2021 - Newsletter - THE CRYPTOCURRENCY CONUNDRUM It’s more important than ever to be aware of your risk tolerance. Recently, you may have seen a number of major cryptocurrencies fall thanks to a continuing sell-off that began last week. In fact, over $250 billion...

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Summary of the first half of year and Thoughts for second half

Inflation and Update on the Markets

June 2021 - In this video, Ryan highlights some of the items in Biden’s tax proposal in Congress. He discusses who might be affected as well as those who will not be affected.

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Summary of the first half of year and Thoughts for second half

INFLATION CAN BE A SCARY WORD

June 2021 - Newsletter - INFLATION CAN BE A SCARY WORD There are compelling reasons to adopt a wait-and-see approach. Inflation can be a scary word for people who are retired. It’s code for “prices are going up, but my income may stay the same.”  Read...

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Summary of the first half of year and Thoughts for second half

Biden’s tax proposal in Congress

May 2021 - In this video, Ryan highlights some of the items in Biden’s tax proposal in Congress. He discusses who might be affected as well as those who will not be affected. *Cambridge does not offer tax advice.

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Summary of the first half of year and Thoughts for second half

PAYING FOR THE INFRASTRUCTURE BILL

May 2021 - Newsletter - The proposal does not yet include any new taxes on individuals. President Joe Biden introduced the much-anticipated American Jobs Plan, which outlines an approach to spend roughly $2.2 trillion on the nation's infrastructure and other projects....

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Summary of the first half of year and Thoughts for second half

Oakcrest Insight – April 2021 – Video

Key Numbers on Current Economy In this video Ryan talks about some key numbers on what investors did with their investments during Covid downturn. He then talks about current numbers on the economy and how the recovery has started.

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Summary of the first half of year and Thoughts for second half

Oakcrest Insight – April 2021 – Newsletter

After you leave work, what will your life look like? How do you picture your future? If you are like many contemplating retirement, your view is likely pragmatic compared to that of your parents. That doesn’t mean you must have a “plain vanilla” tomorrow. Even if your...

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Summary of the first half of year and Thoughts for second half

Oakcrest Insight – March 2021 – Newsletter

Retirement planning is not entirely financial. Your degree of happiness in your “second act” may depend on some factors that don’t come with an obvious price tag. Here are some non-monetary factors to consider as you plan your retirement. Read More

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