Monthly videos to keep clients up to date on the markets, economy and timely financial events
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.
https://youtu.be/otnmdnCV5zwFebruary - In this video Ryan discussed what factors contributed to the market dropping this past month as well as what lies ahead.
February 2022 – Newsletter – In this issue: Pullbacks, Corrections, and Bear Markets Your Emergency Fund: How Much is Enough? How Income Taxes Work Five Most Overlooked Tax Deductions.
January - In this month’s video, Ryan talks about getting back to more moderate growth versus the large gains we’ve experienced in retirement accounts the last few years since Covid downturn.
January 2022 – Newsletter – In this issue: Emotional vs Strategic Decisions, Estate Management Checklist and How Will Working Affect Social Security Benefits?
December – In this video Ryan talks about being optimistic, but with caution for 2022 as inflation, COVID and interest rate news will determine the ups and downs next year.
December 2021 - Newsletter - Here are some things you might consider before saying goodbye to 2021. What has changed for you in 2021? For some, this year has been as complicated as learning a new dance. Read More