Monthly videos to keep clients up to date on the markets, economy and timely financial events
July 2022 – Newsletter – In this issue: Inflation & your money, A living trust primer, Getting a head start on college savings, How will working affect social security benefits?
July Video – In this months video, Ryan talks about how markets react when Recessions occur as well as an overview of why we’re starting our Quarterly Insight Webinars in addition to the monthly Insight video and newsletters.
June 2022 - Newsletter - In this issue: Retirement Questions That Have Nothing to Do With Money, A Checklist for When a Spouse or Parent Passes, and A Brief History of Estate Taxes. Read More
June Video – In this video Ryan discusses an update on inflation as well as early discussions on mid term elections this fall.
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.