Oakcrest Insight

What’s behind the Market Rebound

What’s behind the Market Rebound

In this video, Ryan talks about what’s behind the rebound in the market the last 8 weeks as well as how patience will continue to pay off as the economy improves.

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What’s behind the Market Rebound

Oakcrest Insight – May 2020

A STOCK MARKET LESSON TO REMEMBER- Confidence can quickly erode, but it can also quickly emerge. Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The...

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What’s behind the Market Rebound

Follow China’s Lead to Economic Recovery

In this video Ryan brings some clarity where the economy is, where it is hopefully going and hopeful end to start a recovery. He also discussed how China’s economy is recovery and why we’re optimistic for a recovery here in the second half of 2020.

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What’s behind the Market Rebound

Keeping Eye on Big Picture

In this video, Ryan talks about how OakCrest is working remotely but continues to be as accessible as if we were in the main office. He also talks about continuing to keep your eye on the big picture as people are working from home and new news continues to come out...

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What’s behind the Market Rebound

Oakcrest Insight – March 2020

See if you are prepared to begin your retirement by answering four key questions. How do you know you are psychologically ready to retire? As a start, ask yourself four questions. One, is your work meaningful? Read More

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What’s behind the Market Rebound

The SECURE Act of 2019

​​In this video Ryan talks about the new SECURE Act – Setting Every Community Up for Retirement Enhancement Act of 2019. He really focuses on how this affects RMDs for clients going forward.

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What’s behind the Market Rebound

Oakcrest Insight – February 2020

Long-established retirement account rules change. The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. Read more.

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What’s behind the Market Rebound

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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312-525-8793
lori.boo@oakcrestllc.com