Stock Talk

Investing in Your Future with New Team Member Charles Scavone, CFA® at Oak Harvest Financial Group

In this episode of the Stock Talk Podcast, Keeping You Connected To Your Money, We're going to change it up a little bit this week. We're going to introduce a new member of our investment team. His name is Charles Schiavone. I have a lot of history with Charles over the last 28-plus years. We'll highlight some of that History and some of the processes of how we manage investments. 

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) 404-0177 @or fill out this form for a free consultation: https://click2retire.com/Connect

Two Things That Really Matter | Stock Talk Podcast

This week’s video is going to be short and sweet. It’s titled, What “really” matters. Two things as far as I see it and they are intertwined of course. Click here for more details!

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) 404-0177 @or fill out this form for a free consultation: https://click2retire.com/Connect

First Half of 2023 Market Outlook Part 2 | Stock Talk Podcast

Last week we began our First Half Market Outlook for 2023. Because it was so long, we decided to break it up into 2 parts. This is part 2: Welcome to part two of our 1st half of 2023 market outlook. Recall we titled it the "Old Normal." Click here for more!

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) 404-0177 @or fill out this form for a free consultation: https://click2retire.com/Connect

First Half of 2023 Market Outlook Part 1 | Stock Talk Podcast

STOCK TALK HAS BEEN MOVED TO ITS OWN CHANNEL! CLICK HERE TO VISIT: https://www.youtube.com/@OakHarvestStockTalk

Welcome to our 1st half 2023 Market Outlook, YouTube, Stock Talk “Keeping you connected to your money”. Today and next week, we will be covering our first half 2023 outlook. I’m titling it, the “Old Normal”. Why? Because after close to 12 years of generous Federal Reserve monetary policies brought on by the Great Financial Crisis in 2008 and 2009, Central Banks around the world are reverting to their old ways of allowing business cycles, both good and bad, to play themselves out. In fact, more than any time in my 30-year career, global central banks spent 2022 trying to force a substantial economic slowdown in order to lower their own Covid induced, lax monetary policies, that induced the highest inflation in 40 years. Click here for more!

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) 404-0177 @or fill out this form for a free consultation: https://click2retire.com/Connect

 

 

Interview With Troy Sharpe

In this episode, Chris Perras interviews Troy Sharpe to get his insights on the current state of the market. 

Closing Out 2022 And, It’s Still Not A Pretty Picture.... |

On December 16th, we released a podcast warning that our call for a 4th quarter rally should be running into resistance in both price and time due to 4 things. One, more Federal Reserve hawkish talk would be forthcoming, 2-chart technicals, 3-stock buybacks slowing into year end, and 4- year end tax loss selling by individuals.. Well, someone out there might have seen the same things we did. We’ve sold off hard since mid that week.

60/40 Portfolio | Don’t Give Up, Don’t Ever Give Up - Jim Valvano

What does Jim Valvano's Don't Give Up, Don't Ever Give Up speech have to do with your 60/40 portfolio...

As of this writing, December 9th, the typical 60% Stocks and 40% Bonds portfolio was down almost -15% year to date in 2022. This makes 2022, one of the worst 5 years for a “balanced” portfolio like this. Here’s a chart from Lombard Odier, showing how bad and rare 2022 has been for this well-known retirement planning strategy. How bad was the loss sustained by 60/40 through Q3 2022? Looking at calendar year returns dating back to the mid-1920s, the loss ranks second all-time. For the first 3 quarters of 2022, the losses experienced in the traditional balanced portfolio were greater than any year since 1931.

Do you need a Retirement Success 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) 404-0177 @or fill out this form for a free consultation: https://click2retire.com/jeromevscommitteraisingrates

Inflation, Rate Hikes, Midterm Cycles, Margin Levels, Reasons for a Rally? Has Mr. Right Appeared?

With the S&P 500 probing its lows for the year, investor anxiety near highs, and sentiment near lows, on Friday, October 14th, the Oak Harvest Investment team released our weekly stock talk podcast and its title? What could go right with your portfolio in the 4th quarter? Click here for more!

Recall that back in October, the Federal Reserve was on the move with historically large and fast interest rate hikes. From the lowest level on record to over 300 basis points in just nine months. Since then, they've added another 75 basis points, and they're expected to add another 50 in just another week at the December meeting. Take a look at the table with their year-to-date moves. Remember that the Fed directly controls short-term interest rates

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) 404-0177 @or fill out this form for a free consultation: https://click2retire.com/valuetraptrickYT

Does China Matter for YOUR Retirement Portfolio going into 2023?

With civil unrest in China being broadcasted for the rest of the world to see, the financial markets are slated to have a reaction sooner than later. What will this turn of events overseas mean for your income plan going into 2023? Click here for more!

Do you need a Retirement Success 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) 404-0177 or fill out this form for a free consultation: https://click2retire.com/chinamatters2023

Billionaire Ray Dalio now says Cash is NOT Trash in 2022?

Is cash indeed not trash? Is this relevant for your retirement plan? Back in 2021 during the COVID pandemic, billionaire Ray Dalio told the masses that cash is trash. Seemingly a year later he has completely reversed this statement and now states the opposite. Click here to learn more!

Do you need a Retirement Success 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) 404-0177 or fill out this form for a free consultation: https://click2retire.com/cashnottrash