Monthly videos to keep clients up to date on the markets, economy and timely financial events
Summary of the first half of year and Thoughts for second half
July 2021 -In this video Ryan summarizes the keys to growth the first half of the year, and he discusses thoughts on how this growth could continue the remainder of the year.
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...
Inflation and Update on the Markets
June 2021 - In this video, Ryan highlights some of the items in Biden’s tax proposal in Congress. He discusses who might be affected as well as those who will not be affected.
INFLATION CAN BE A SCARY WORD
June 2021 - Newsletter - INFLATION CAN BE A SCARY WORD There are compelling reasons to adopt a wait-and-see approach. Inflation can be a scary word for people who are retired. It’s code for “prices are going up, but my income may stay the same.” Read...
Biden’s tax proposal in Congress
May 2021 - In this video, Ryan highlights some of the items in Biden’s tax proposal in Congress. He discusses who might be affected as well as those who will not be affected. *Cambridge does not offer tax advice.
PAYING FOR THE INFRASTRUCTURE BILL
May 2021 - Newsletter - The proposal does not yet include any new taxes on individuals. President Joe Biden introduced the much-anticipated American Jobs Plan, which outlines an approach to spend roughly $2.2 trillion on the nation's infrastructure and other projects....
Oakcrest Insight – April 2021 – Video
Key Numbers on Current Economy In this video Ryan talks about some key numbers on what investors did with their investments during Covid downturn. He then talks about current numbers on the economy and how the recovery has started.
Oakcrest Insight – April 2021 – Newsletter
After you leave work, what will your life look like? How do you picture your future? If you are like many contemplating retirement, your view is likely pragmatic compared to that of your parents. That doesn’t mean you must have a “plain vanilla” tomorrow. Even if your...
March update and Overview of Stimulus Package
In this video Ryan talks about how the vaccine rollout and the new stimulus package are impacting the economy and markets.
Oakcrest Insight – March 2021 – Newsletter
Retirement planning is not entirely financial. Your degree of happiness in your “second act” may depend on some factors that don’t come with an obvious price tag. Here are some non-monetary factors to consider as you plan your retirement. Read More
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