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 ...
by cambridgesourcesites | Feb 19, 2024 | Insight - Video
In this month’s video, Ryan talks about interest rate expectations over the next 1-2 years and how this will affect clients’ borrowing costs and bank account rates. ...
by oakcrestuser | Jan 19, 2024 | Insight - Video
In this month’s video, Ryan recaps the 2023 markets. ...
by oakcrestuser | Dec 27, 2023 | Insight - Video
In this month’s video, Ryan discusses what facilitated the Santa Rally in the stock market over the last two...
by oakcrestuser | Jun 14, 2023 | Insight - Video
https://youtu.be/0kyFhOhZs7c In this video, Ryan discusses why the market has been on a surprising upturn and what the markets haven’t been focused...
by oakcrestuser | Apr 17, 2023 | Insight - Video
In this video, Ryan discusses some tax planning ideas that individuals and business owners are able to plan for here in 2023 to minimize...
