by lportee53 | Sep 29, 2025 | Insight - Video
This Month’s Insight Video In this month’s video, Ryan talks about the importance to review your beneficiaries, especially if your Trust is the beneficiary of an IRA or 401k plan. ...
by lportee53 | Jul 30, 2025 | Insights - Market Minute
In this issue… Market Review Economic Review Looking Forward Returns (as of 7/14/2025) Read...
by lportee53 | Jul 29, 2025 | Insight - Video
This Month’s Insight Video In this month’s video, Ryan summarizes the One Big Beautiful Bill Act and how this could affect clients taxes. ...
by lportee53 | Jun 25, 2025 | Insights - Market Minute
In this issue… Market Review Economic Review Looking Forward Returns (as of 5/30/2025) Read...
by lportee53 | Jun 23, 2025 | Insight - Video
This Month’s Insight Video In this month’s video, Ryan recaps where the markets are after downturn from the Tariffs, and OakCrest outlook the rest of the year. ...
