OakCrest Insight

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

March update and Overview of Stimulus Package

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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March update and Overview of Stimulus Package

Oakcrest Insight – February 2021 – Video

New Administration in Washington In this video, Ryan talks about our new administration in DC’s agenda, what the markets are focused on, and our optimism for 2021 as the economy continues to open.  

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March update and Overview of Stimulus Package

Oakcrest Insight – December 2020 – Newsletter

CORONAVIRUS VACCINES AND THE ECONOMY Hopeful markets react. As the United States sees a rise in cases of COVID-19 across the nation, news of two promising vaccines out of hundreds being tested has offered a ray of hope for a fatigued world. ​Read more

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March update and Overview of Stimulus Package

Oakcrest Insight – October 2020 – Video

In this video, Ryan address the concerns of investors on the election, and talks about how the markets are reacting more to Covid vaccine and opening of the economy versus the Presidential election.

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March update and Overview of Stimulus Package

Oakcrest Insight – September 2020 – Video

In this video Ryan gives an overview of three potential outcomes from this years election. He stresses the importance to keep focused on the long term and not let your political views influence your investment choices. ​

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March update and Overview of Stimulus Package

Oakcrest Insight – August 2020 – Video

In this video Ryan discusses Estate Planning and how some rules have changed that clients need to be aware of. If you haven’t reviewed your estate planning in awhile now might be a good opportunity as the government made some changes that could affect you and your...

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