Stock Talk

Trump 2.0-History Repeats?

Tune in to see historical data on stock market performance during GOP sweeps, seasonality trends, and parallels between Trump’s first term and what we might expect from his second. You’ll see a range of charts on topics like market volatility, earnings growth, and sector performance, along with actionable insights for navigating this bullish period in the market. I also preview our upcoming livestream with Troy and Charles on November 21st, where we’ll provide a deeper analysis of these trends and answer your questions live. Whether you’re an investor, client, or just curious, there’s a wealth of information here to help you make informed decisions in the current political and economic climate.

 

Here's the link to submit questions ahead of the Livestream: https://click2retire.com/post-election-questions

 

#marketinsights #financialplanning #electionresults #trump2.0

 

About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer:

As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week. He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, he acquired financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).

 

Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy — with a little education thrown in for good measure. Listen each week and help stay connected to your money!

 

Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 or fill out this form for a free consultation: https://click2retire.com/Connect

 

Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. References to third-party analysts should not be seen as an endorsement of their views or recommendations, and you should do your own research before investing. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you, and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.

The Votes are In: Are We Still in a Bull Market?

With the market currently in a “Goldilocks” phase—steady economic growth and moderate inflation—I discuss why, regardless of who wins, investors may benefit from staying invested in U.S. equities. I also explain why market history suggests continued strength through the end of 2024, given strong first-half stock returns. This is not an endorsement of any candidate, but rather an objective look at what has historically impacted market performance, especially in relation to economic growth, inflation rates, and political control of Congress and the Presidency.

 

#presidentialelection #stockmarket

 

About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer:

As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week. He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, he acquired financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).

 

Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy — with a little education thrown in for good measure. Listen each week and help stay connected to your money!

 

Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 or fill out this form for a free consultation: https://click2retire.com/Connect

 

Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. References to third-party analysts should not be seen as an endorsement of their views or recommendations, and you should do your own research before investing. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you, and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.

Will 2024 Echo 2016? What a Trump Win Could Mean for the Stock Market & Economy

Without endorsing any candidate.. I reflect on how past events, like the 2016 election, might mirror today's financial climate. I dive into recent trends, from inflation concerns and the “Trump trade” effects to the volatility patterns we've seen in the markets around past elections. We also examine data on key issues impacting voters, such as the economy and immigration, and how these may influence investment strategies and market performance depending on the election outcome. Plus, I provide some historical context on market returns during different administrations. If you’re looking for a perspective on market resilience and potential scenarios for 2025, this video is for you.

 

#presidentialelection #stockmarket #trumptrade

 

About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer:

As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week. He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, he acquired financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).

 

Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy — with a little education thrown in for good measure. Listen each week and help stay connected to your money!

 

Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 or fill out this form for a free consultation: https://click2retire.com/Connect

 

Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. References to third-party analysts should not be seen as an endorsement of their views or recommendations, and you should do your own research before investing. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you, and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.

S&P 500 Hits New Highs: Did You Miss the 2024 Market Rally?

Many investors have missed out by sitting on the sidelines, waiting for the "right time" to re-enter. I'll walk you through key themes like the impact of volatility, the role of elections on market behavior, and how hedge strategies really play out versus the media’s doom-and-gloom predictions. You’ll also learn about the importance of earnings over politics, which stocks outperformed this earnings season, and why the S&P 500’s strong finish might continue into 2025. If you're wondering whether now is the time to act or keep waiting, this video will give you the insights you need.

 

#volatilityforecast #sp500 #presidentialelection #bullmarket

 

About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer:

As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week. He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, he acquired financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).

 

Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy — with a little education thrown in for good measure. Listen each week and help stay connected to your money!

 

Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 @@or fill out this form for a free consultation: https://click2retire.com/Connect

 

Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. References to third-party analysts should not be seen as an endorsement of their views or recommendations, and you should do your own research before investing. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you, and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.

Stock Market Hedging Before the Election- Are You Overpaying?

As we approach the 2024 Presidential election, watch this video to learn about the key indicators that suggest how to navigate potential market fluctuations, including the CBOE Volatility Index (VIX), realized volatility (RVOL), and volatility futures—tools that can help clarify whether hedging your portfolio is worthwhile. I discuss how many investors have been overly cautious this year, missing out on significant gains due to fears surrounding political outcomes. By analyzing the relationship between actual market volatility and hedging costs, I reveal why the current climate might actually favor those willing to invest rather than stay on the sidelines. Join me to uncover insights that challenge the prevailing narrative and position you for potential success in what I believe is a robust bull market.

 

#marketfluctuations #investing #presidentialelection #bullmarket

 

About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer:

As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week. He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, he acquired financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).

 

Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy — with a little education thrown in for good measure. Listen each week and help stay connected to your money!

 

Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 @@or fill out this form for a free consultation: https://click2retire.com/Connect

 

Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you — and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results. The words ‘insurance” and “insure” in this video refer to hedging market risk, not insurance and annuity products offered through Oak Harvest Insurance Services, LLC.

How to Survive in the Stock Market: Market Timing Made "Easy"

Trying to time the stock market is like chasing a unicorn—exciting, but nearly impossible to pull off consistently. Drawing from legendary investors like Warren Buffet, Jack Bogle, and Peter Lynch, I'll explain why staying invested in the market over the long term typically yields better results than trying to jump in and out based on short-term fluctuations. I’ll also highlight historical market events and why emotional investing can hurt more than help. Stay tuned as I break down why "time in the market" usually beats "timing the market."

 

#markettiming #investing #warrenbuffet #historicalmarket

 

About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer:

As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week. He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, he acquired financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).

 

Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy — with a little education thrown in for good measure. Listen each week and help stay connected to your money!

 

Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 @@or fill out this form for a free consultation: https://click2retire.com/Connect

 

Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you — and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.

Stock Market Insights: Most Hated Bull Market Ever?

What has made the recent bull market one of the most disliked in the past 40 years, despite significant gains in the S&P 500? I reflect on past recession fears, the 2022 economic contraction, and political factors influencing market sentiment. We explore how earnings growth and interest rates have driven the market and address the role of emotional and political biases in investment decisions. I can't stress enough the importance of looking past political narratives and focusing on data-driven investment strategies to navigate market uncertainty.

 

Mentioned Link: https://www.nber.org/research/business-cycle-dating#:~:text=The%20NBER

 

#bullmarket #sp500 #recession #interestrates

 

About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer:

As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week. He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, he acquired financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).

 

Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy — with a little education thrown in for good measure. Listen each week and help stay connected to your money!

 

Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 @@or fill out this form for a free consultation: https://click2retire.com/Connect

 

Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you — and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.

What Richard Florida, Klaus Schwab and Others Coined as The Great Reset, and What It Means For Your Money

Learn the history of the term “Great Reset” as I debunk the fear-mongering around it that’s been circulating among investors for years. I’ll explain where the term originated, how it’s been used in various political contexts, and most importantly, how reacting emotionally to these speculative theories could have cost you significant gains in the stock market. By looking at the facts and numbers, I’ll show you what you could have missed if you sold your stocks during the hype. I also share some thoughts on the current market outlook and provide insights on how to protect your portfolio against uncertainty.

 

#marketvolatility #retirementinvesting #greatreset #klausschwab

 

About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer:

As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week. He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, he acquired financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).

 

Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy — with a little education thrown in for good measure. Listen each week and help stay connected to your money!

 

Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 @@or fill out this form for a free consultation: https://click2retire.com/Connect

 

Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you — and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.

"Charts R Us" - Which Charts to Watch after the Fed's Interest Rate Decision

What are the implications of the recent Federal Reserve meeting, or the upcoming Presidential election's potential impact on the markets? Listen to find out the team's optimistic outlook for the S&P 500 as they navigate the second half of 2024. We also cover key market indicators such as inflation, economic growth, and volatility trends, equipping investors with a clearer understanding of how to approach their portfolios in an ever-changing environment. Tune in to gain valuable perspectives that could influence your investment strategies moving forward.

 

#stockmarketvolatility #retirementinvesting #federalreserve #interestrates

 

About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer:

As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week. He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, he acquired financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).

 

Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy — with a little education thrown in for good measure. Listen each week and help stay connected to your money!

 

Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 @@or fill out this form for a free consultation: https://click2retire.com/Connect

 

Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you — and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.

The Fed is Late: Scary Thoughts + Scary Stocks?

Feeling anxious about the current state of the economy and what the Federal Reserve’s decisions could mean for your investments? Today I get into the lag in their actions on interest rates, the recent job market data, and the potential risks to the broader economy. I also provide insights on how these economic shifts might impact your portfolio and discuss strategies you can consider to navigate the uncertainty ahead. Stay tuned for our upcoming livestream where we’ll discuss these issues in greater detail.

 

Article mention: https://dailycaller.com/2024/09/06/impoverishment-part-time-jobs-soar-us-economy-hemorrhages-full-time-gigs/

Past video mention: https://www.youtube.com/watch?v=WobrMi5xENY

Learn about and submit questions for our next livestream on the Interest Rate Decision, on Sept 19, 2024 at 6pm CT: https://click2retire.com/fed-decision-submit-questions

 

#stockmarketvolatility #retirementinvesting #sp500

 

About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer:

As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week. He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, he acquired financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).

 

Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy — with a little education thrown in for good measure. Listen each week and help stay connected to your money!

 

Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at 877-896-0040 @@or fill out this form for a free consultation: https://click2retire.com/Connect

 

Important disclosures: Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation, but does not warrant any information contained herein to be correct, complete, accurate, or timely. The views and opinions expressed herein may change without notice. Strategies and ideas discussed may not be right for you — and nothing in this podcast constitutes personalized investment, tax or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment and your investment results may differ when compared to an index. Any specific portfolio actions or strategies discussed will not apply to all client portfolios. Investing involves the risk of loss, and past performance is not indicative of future results.

 

Best Financial Advisory Firms 2024 criteria was based on Assets under Management over 12 months and 5 years, respectively, and recommendations from 25,000 individuals among financial advisors, clients, and industry experts. Advisory services are provided through Oak Harvest Investment Services, LLC, a registered investment adviser. Insurance services are provided through Oak Harvest Insurance Services, LLC, a licensed insurance agency.