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  • Oak Crest Advisors
    1905 Loop 332 Liberty Hill, TX 78642-4207 T: 512.515.9034
    Map and Directions Map and Directions
Oak Crest AdvisorsOak Crest Advisors
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Lessons from the past, strategies for the future
7/2/2025
Time in the market is far more powerful than trying to time it.
Markets & Investing
The good business of saving for someone else's retirement
As a growing number of state-facilitated retirement plans are implemented across the country, offering more robust employee benefits could benefit your business’s bottom line.
Business Ownership
Read
Read
Is your business a solo show? Learn about owner-only 401(k) plans
How to determine if this retirement vehicle makes sense for you.
Business Ownership
July 2025 Investment Strategy Quarterly
7/1/2025
Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.
Markets & Investing
Equity markets found traction in June
6/30/2025
The S&P 500 and NASDAQ closed the month with new all-time high marks.
Markets & Investing
Read
A lesson from recent history
6/30/2025
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Read
Not a good report on personal income and spending in May
6/27/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Read
The Fed has room to lower rates to keep the expansion going
6/27/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Market and economic dynamics of the past echoing today
6/25/2025
Raymond James Chief Investment Officer Larry Adam offers insight into his team's latest quarterly outlook.
Markets & Investing
PPLI and PPVA: Vehicles for tax-efficient growth

For high-net-worth clients, private placement life insurance and private placement variable annuities marry tax advantages with investment flexibility.

Markets & Investing
Fixed income focus
6/23/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
YOUR FUTURE IS OUR FOCUS
Oak Crest AdvisorsOak Crest Advisors
  • 1905 Loop 332 Liberty Hill, TX 78642-4207
  • T 512.515.9034
  • Map & Directions
  • Map & Directions
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© 2023 Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Oak Crest Advisors, Gunter Financial Services, McLinden Financial, Melanie J Financial, Kinnett Borough Financial Groupy, Pendle Hill Advisors, LLC, Maestro Financial Partners, Cumbie Financial, Hutton and Kline Wealth Management, Dominion Wealth and Retirement, Fryer Wealth Planning, Sage Investment Advise, Bridgewater Wealth Management, Spirit of Texas Wealth Management, and Holtzman Wealth Strategies are not a registered broker/dealers and are independent of Raymond James Financial Services, Inc. Legal Disclosures | Privacy Policy | Terms of Use