OakCrest Insight

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

Inflation & Your Money

Inflation & Your Money

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?

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Inflation & Your Money

Recession and Overview of Quarterly Webinars

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.

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Inflation & Your Money

We’re in this Together

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.

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Inflation & Your Money

Special OakCrest Insight – Russia Implications

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.

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Inflation & Your Money

Pullbacks, Corrections, and Bear Markets

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.

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