OakCrest Insight

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

September Market Recap

Financially Savvy at Six Figures

October 2023 – Newsletter – In this issue: Financially Savvy at Six Figures, And the Executor Is, 9 Facts About Retirement, and 9 Facts About Social Security

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September Market Recap

Personal Finance Calendar

August 2023 – Newsletter – In this issue: Personal Finance Calendar, Building Your Legacy and Retiring Earlier Than Expected? What To Know

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September Market Recap

Updates at OakCrest

July Video – In this video Ryan discusses some of the updates that have happened the last 6 months at OakCrest including adding services and team members.

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September Market Recap

Do Our Biases Affect Our Financial Choices?

July 2023 – Newsletter – In this issue: Do our biases affect our financial choices?, A bucket plan to go with your bucket list, Retiring Earlier than expected? and W What to know deciding when to take social security. 

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September Market Recap

Important Birthdays Over 50

June 2023 – Newsletter – In this issue: Important Birthdays Over 50, The Five Basics of Financial Literacy and Traditional vs Roth IRA.

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September Market Recap

Understanding FDIC Insurance

April 2023 – Newsletter – In this issue: Understanding FDIC Insurance, How Retirement Spending Changes With Time, A Taxing Story: Capital Gains and Losses, and U.S. Personal Savings Rate.

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