Oakcrest Insight

Oakcrest Insight – September 2020 – Video

Oakcrest Insight – September 2020 – Video

In this video Ryan gives an overview of three potential outcomes from this years election. He stresses the importance to keep focused on the long term and not let your political views influence your investment choices. ​

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Oakcrest Insight – September 2020 – Video

Oakcrest Insight – August 2020 – Video

In this video Ryan discusses Estate Planning and how some rules have changed that clients need to be aware of. If you haven’t reviewed your estate planning in awhile now might be a good opportunity as the government made some changes that could affect you and your...

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Oakcrest Insight – September 2020 – Video

Oakcrest Insight – August 2020 – Newsletter

BEFORE YOU CLAIM SOCIAL SECURITY  -A few things you may want to think about before filing for benefits. Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to...

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Oakcrest Insight – September 2020 – Video

Oakcrest Insight – July 2020 – Newsletter

RETIREMENT PLAN OPTIONS FOR SMALL BUSINESSES - As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as your employees? Read more

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Oakcrest Insight – September 2020 – Video

Oakcrest Insight – June 2020 – Newsletter

WHY HAVING A FINANCIAL PROFESSIONAL MATTERS. -  A good professional provides important guidance and insight through the years. What kind of role can a financial professional play for an investor? The answer: a very important one. While the value of such a relationship...

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Oakcrest Insight – September 2020 – Video

Oakcrest Insight – June 2020 – Video

In this video Ryan talks about the continued optimism in the economy that continues to increase the markets, and why the US is positioned well to recover best from the Covid Shutdown.

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Oakcrest Insight – September 2020 – Video

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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Oakcrest Insight – September 2020 – Video

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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lori.boo@oakcrestllc.com