Oakcrest Insight

Oakcrest Insight – July 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 – July 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 – July 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 – July 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 – July 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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Oakcrest Insight – July 2020 – Video

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.

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Oakcrest Insight – July 2020 – Video

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...

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Oakcrest Insight – July 2020 – Video

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

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820 West Jackson Boulevard, Suite 805, Chicago, IL 60607
312-525-8793
lori.boo@oakcrestllc.com