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Latest Insight Videos
OakCrest Market Updates December 2023
In this month’s video, Ryan discusses what facilitated the Santa Rally in the stock market over the last two months.
A Surprising Upturn in the Market
In this video, Ryan discusses why the market has been on a surprising upturn and what the markets haven’t been focused on.
Overview of 2023 Tax Planning Ideas
In this video, Ryan discusses some tax planning ideas that individuals and business owners are able to plan for here in 2023 to minimize taxes.
Latest Insight Newsletters
SECURE ACT 2.0: AN OVERVIEW
January 2023 – Newsletter – In this issue: SECURE Act 2.0: An Overview, Eight Mistakes That Can Upend Your Retirement, Estimating the Cost of College and Important Birthdays Over 50.
Retirement Seen Through Your Eyes
November 2022 – Newsletter – In this issue: Retirement Seen Through Your Eyes, Mutual Funds vs ETFs and The A, B, C, & D of Medicare
Traditional VS. Roth IRA
September 2022 – Newsletter – In this issue: Traditional vs. Roth IRA, Five most overlooked tax deductions and 9 facts about social security.
Latest Insight Market Minute
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Other Articles
Retirement Realities
Expectations vs. Reality Predicting exactly what your retirement will be like is about as possible as a meteorologist predicting the weather correctly every single time. In fact, few retirees find their financial futures playing out precisely as they assumed. But,...
Help With Tax Management
IMPORTANT INFO: Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and...
Medicare Advantage 101
Medicare Advantage, sometimes known as “Part C,” is something of a catch-all choice for those who are ready to sign up for Medicare. Medicare Advantage plans are offered by private insurers in conjunction with the Medicare program, and can provide you with additional...
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