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Latest Insight Videos
May 2024 OakCrest Insight
This Month's Insight Video In this month’s video, Ryan talks through mistakes his team has seen over the last year to help you avoid them when planning for your estate plan
April 2024 OakCrest Insight
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
Feb 2024 Client 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.
Latest Insight Newsletters
Pullbacks, Corrections, and Bear Markets
May 2024 - Newsletter - In this issue: Pullbacks, Corrections, and Bear Markets, Traditional vs. Roth IRA, Tax Efficiency in Retirement, and Does Your Child Need to File an Income Tax Return? Read more
Personal Finance Calendar
April 2024 - Newsletter - In this issue: Personal Finance Calendar, How Will the Economy React to AI, Starting a Roth IRA for a Teen, and How to Make the Tax Code Work for You.. Read more
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
Latest Insight Market Minute
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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...
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