Archives
Category
Search
Latest Insight Videos
OakCrest Insight – A 2023 Market Recap
In this month’s video, Ryan recaps the 2023 markets.
OakCrest Market Updates December 2023
In this month’s video, Ryan discusses what facilitated the Santa Rally in the stock market over the last two months.
A Surprising Upturn in the Market
In this video, Ryan discusses why the market has been on a surprising upturn and what the markets haven’t been focused on.
Latest Insight Newsletters
9 Facts About Retirement
February 2024 - Newsletter - In this issue: 9 Facts About Retirement, Roth IRA for Kids, Five Most Overlooked Tax Deductions, and Four Really Good Reasons to Invest Read more
What Is a Roth 401(k)?
January 2024 - Newsletter - In this issue: What is a Roth 401(k)?, What's New For Social Security?, Making a Charitable Donation, and How Boomers and Millenials Differ Read more
Pay Yourself First
December 2023 - Newsletter - In this issue: Pay Yourself First, How the Federal Reserve Works, Managing the Risk of Outliving Your Money, and The Financial Literacy Crisis Read more
Other Articles
9 Facts About Retirement
Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here are nine things...
Insurance Needs Assessment: For Empty Nesters and Retirees
With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very likely be at the height of your earning power and fast approaching peak savings as you lay the groundwork for retirement. During...
Helpful Retirement Strategies for Women
Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are still more likely to serve as caretakers than men are, meaning they may accumulate less income and benefits due to their time absent from...
GET IN TOUCH:
Oakbrook
17W220 22nd St, Suite 300
Oakbrook Terrace, IL 60181
(312) 525-8793
Arlington Heights
3255 N. Arlington Heights Rd, Suite 501
Arlington Heights, IL 60004
(847) 670-0879