OakCrest Insight

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

Wise Decisions With Retirement In Mind

Wise Decisions With Retirement In Mind

November 2021 - Newsletter - Some retirees succeed at realizing the life they want; others don’t. Fate aside, it isn’t merely a matter of investment decisions that make the difference. There are certain dos and don’ts – some less apparent than others – that tend to...

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Wise Decisions With Retirement In Mind

Going Forward in Our Economy

October 2021 – In this video, Ryan shares why he is still optimistic on our economy after the slight decrease in the markets last month.

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Wise Decisions With Retirement In Mind

The Underutilized Benefits of a Health Savings Account

October 2021 - Newsletter - Tax benefits and new contribution limits. Healthcare can be one of the priciest yet essential parts of life’s journey. And yet, many struggle to utilize the financial tools that may help. Take Health Saving Accounts (HSAs), for example. In...

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Wise Decisions With Retirement In Mind

THE EXPANDED CHILD TAX CREDIT

September 2021 - Newsletter - The federal government has upgraded its Child Tax Credit. Thanks to the American Rescue Plan Act, there are four notable differences in effect for the 2021 tax year only. First, the Internal Revenue Service is paying many families who...

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Wise Decisions With Retirement In Mind

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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Wise Decisions With Retirement In Mind

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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Wise Decisions With Retirement In Mind

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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Wise Decisions With Retirement In Mind

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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