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Feb 2024 Client Video

Feb 2024 Client Video

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.      ...
Feb 2024 Client Video

OakCrest Insight – A 2023 Market Recap

by oakcrestuser | Jan 19, 2024 | Insight - Video

In this month’s video, Ryan recaps the 2023 markets.  ...
Feb 2024 Client Video

OakCrest Market Updates December 2023

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...
Feb 2024 Client Video

A Surprising Upturn in the Market

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...
Overview of 2023 Tax Planning Ideas

Overview of 2023 Tax Planning Ideas

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...
Feb 2024 Client Video

Clarity on Current Banking Environment

by cambridgesourcesites | Mar 20, 2023 | Insight - Video

In this video Ryan talks about what has happened with a few banks this past week as well as what this means for the overall banking system....
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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 OakCrest Capital, LLC are not affiliated.

This communication is strictly intended for individuals residing in all 50 states and DC. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, OakCrest Capital, LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

Cambridge does not offer tax or legal advice. Fixed insurance services offered through OakCrest Capital, LLC.

Cambridge’s Form CRS (Customer Relationship Summary)

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