OakCrest Insight

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

Optimism for 2022 and Expectations

Optimism for 2022 and Expectations

December – In this video Ryan talks about being optimistic, but with caution for 2022 as inflation, COVID and interest rate news will determine the ups and downs next year.

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Optimism for 2022 and Expectations

End-of-the-Year Money Moves

December 2021 - Newsletter - Here are some things you might consider before saying goodbye to 2021. What has changed for you in 2021? For some, this year has been as complicated as learning a new dance. Read More

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Optimism for 2022 and Expectations

Wise Decisions With Retirement In Mind

November 2021 - Newsletter - Some retirees succeed at realizing the life they want; others don’t. Fate aside, it isn’t merely a matter of investment decisions that make the difference. There are certain dos and don’ts – some less apparent than others – that tend to...

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Optimism for 2022 and Expectations

Going Forward in Our Economy

October 2021 – In this video, Ryan shares why he is still optimistic on our economy after the slight decrease in the markets last month.

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Optimism for 2022 and Expectations

The Underutilized Benefits of a Health Savings Account

October 2021 - Newsletter - Tax benefits and new contribution limits. Healthcare can be one of the priciest yet essential parts of life’s journey. And yet, many struggle to utilize the financial tools that may help. Take Health Saving Accounts (HSAs), for example. In...

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Optimism for 2022 and Expectations

THE EXPANDED CHILD TAX CREDIT

September 2021 - Newsletter - The federal government has upgraded its Child Tax Credit. Thanks to the American Rescue Plan Act, there are four notable differences in effect for the 2021 tax year only. First, the Internal Revenue Service is paying many families who...

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Optimism for 2022 and Expectations

THE CRYPTOCURRENCY CONUNDRUM

July 2021 - Newsletter - THE CRYPTOCURRENCY CONUNDRUM It’s more important than ever to be aware of your risk tolerance. Recently, you may have seen a number of major cryptocurrencies fall thanks to a continuing sell-off that began last week. In fact, over $250 billion...

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