by lportee53 | Dec 24, 2024 | Insight - Video
This Month’s Insight Video In this month’s video, Ryan discusses now that the election is over what we’re focusing on in 2025 ...
by lportee53 | Oct 22, 2024 | Insight - Video
This Month’s Insight Video In this month’s video, Ryan discusses Election season – a time for ballots, not drastic portfolio changes. ...
by lportee53 | Aug 14, 2024 | Insight - Video
This Month’s Insight Video In this month’s video, Ryan and Steve Brill discuss last week’s volatility in the markets. ...
by lportee53 | Aug 1, 2024 | Insight, Insight - Video
This Month’s Insight Video In this month’s video, Ryan recaps the markets the first 6 months of 2024 and how OakCrest plans to keep clients updated on the markets as we approach the Election in the fall. ...
by lportee53 | May 24, 2024 | Insight - Video
This Month’s Insight Video In this month’s video, Ryan talks through mistakes his team has seen over the last year to help you avoid them when planning for your estate plan ...
by oakcrestuser | Apr 23, 2024 | Insight - Video
This Month’s Insight Video In this month’s video, Ryan recaps and highlights key items in the first quarter of 2024, and discusses items to think about regarding your taxes ...
