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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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How the timing of key policy moves is shaping our outlook
6/6/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Lost opportunity, closed window and measurement issues
6/6/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Read
Read
Global giving
A guide to tax considerations and trusted partners.
Estate & Giving
Advance care planning: a loving act
Ensuring your loved one’s end-of-life wishes are honored.
Retirement & Longevity
AI in digital advertising
The fine line between friend and foe.
Technology & Innovation
Read
Duration – Current income opportunities
6/2/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Read
Political noise continued to dominate headlines in May
6/2/2025
Tariff policies and tax and spending legislation provided plenty of fodder for markets to digest.
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