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.
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...
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.
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...
Cornonavirus and How The Markets are Reacting?
In this month’s video Ryan talks about the Coronavirus, how the markets have reacted to past epidemics, and what managers are seeing how this virus will affect the markets going forward.
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
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.
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.
Highlights of what happened in the markets and economy in 2019
In this month’s video, Ryan highlights what happened in the markets and economy in 2019, and discusses what could affect your retirement in the markets in 2020.
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
