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

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...

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....

Missing the Best Days in the Market

by oakcrestuser | Feb 8, 2023 | Insight - Video

https://youtu.be/-KBQFZSPrqs In this video, Ryan talks about some of the best days in the market and how missing these could affect your overall returns....

Recap of 2022 Year in Economy and Markets

by oakcrestuser | Jan 23, 2023 | Insight - Video

In this video, Ryan recaps what happened in 2022 in our economy and the markets as there was a lot that occurred to affect your retirement....

Benefits of Higher Interest Rates for your Personal Finances

by oakcrestuser | Nov 14, 2022 | Insight - Video

https://youtu.be/Szm8481SJ8M In this video Ryan highlights how higher interest rates now are benefiting clients for their bank, CD and other conservative money compared to the past 10 years....