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Latest Insight Videos
October 2024 OakCrest Insight
This Month's Insight Video In this month’s video, Ryan discusses Election season - a time for ballots, not drastic portfolio changes.
August 2024 OakCrest Insight
This Month's Insight Video In this month’s video, Ryan and Steve Brill discuss last week's volatility in the markets.
July OakCrest Insight
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.
Latest Insight Newsletters
A Checklist For When a Spouse or Parent Passes
August 2024 - Newsletter - In this issue: A Checklist for When a Spouse or Parent Passes, What Can You Buy With 529 Distributions?, and a Brief History of Estate Taxes - Read more
Retirement Seen Through Your Eyes
July 2024 - Newsletter - In this issue: Retirement Seen Through Your Eyes, Understanding Marginal Income Tax Brackets, Catch-Up Contributions, 9 Facts About Retirement - Read more
Understanding Marginal Income Tax Brackets
May 2024 - Newsletter - In this issue:Retirement Seen Through Your Eyes, Understanding Marginal Income Tax Brackets, Catch-Up Contributions, 9 Facts About Retirement Read more
Latest Insight Market Minute
October 2024 Market Minute
In this issue... Market Review Economic Review Looking Forward Returns (as of 10/212024)
August 2024 Market Minute
In this issue... Market Review Economic Review Looking Forward Returns (as of 8/5/2024)
July 2024 Market Minute
In this issue... Market Review Economic Review Looking Forward Returns (as of 7/1/2024)
Other Articles
Orchestrating Your Retirement Accounts
An orchestra is merely a collection of instruments, each creating a unique sound. It is only when a conductor leads them that they produce the beautiful music imagined by the composer. The same can be said about your retirement strategy. The typical retirement...
Assess Life Insurance Needs
If your family relies on your income, it's critical to consider having enough life insurance to provide for them after you pass away. But too often, life insurance is an overlooked aspect of personal finances. In fact, according to a 2023 study conducted by Life...
How Retirement Spending Changes With Time
New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money? This concern may be legitimate. Some households "live it up" and spend more than they anticipate as retirement starts to unfold....
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