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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
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
Important Birthdays Over 50
June 2023 – Newsletter – In this issue: Important Birthdays Over 50, The Five Basics of Financial Literacy and Traditional vs Roth IRA.
Latest Insight Market Minute
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Other Articles
Does Your Portfolio Fit Your Retirement Lifestyle?
Most portfolios are constructed based on an individual's investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, most investors can feel confident that they own a well-diversified portfolio,...
How Will Working Affect Social Security Benefits?
In a recent survey, 73% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting question: how will working affect Social Security benefits? The answer to that question requires an understanding of three key...
Retiring Wild: National Parks and You
For many older adults, finding time to experience nature can be one of the greatest pleasures in retirement. And what better place to take in America's splendor than one of our over 400 National Park Service sites? For over a century, generations of retirees have...
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