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 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 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. ...
by lportee53 | Apr 7, 2025 | Insight - Video
April Tariffs Insight In this month’s video, Ryan discusses the market volatility with Tariffs and how OakCrest is monitoring the situation closely. ...
by lportee53 | Apr 7, 2025 | Insight - Video
This Month’s Insight Video In this month’s video, Ryan discusses the market volatility with Tariffs and how OakCrest is monitoring the situation closely. ...
by lportee53 | Feb 24, 2025 | Insight - Video
This Month’s Insight Video In this month’s video, Ryan discusses how the new Tariff war could affect consumers as well as what the markets are focused on at the current time. ...
