OakCrest Insight

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

The Focus of The Markets Currently

The Focus of The Markets Currently

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.

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The Focus of The Markets Currently

Traditional VS. Roth IRA

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

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The Focus of The Markets Currently

Inflation & Your Money

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?

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The Focus of The Markets Currently

Recession and Overview of Quarterly Webinars

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.

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The Focus of The Markets Currently

We’re in this Together

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.

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The Focus of The Markets Currently

Special OakCrest Insight – Russia Implications

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.

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