Summer Loving - Tactical Trading

A few times a year, I create videos addressing the constant warnings about economic collapse and stock market bubbles from various pundits who don't manage money or know individual financial situations. One of my videos titled, "The Trouble with Harry Dent, Robert Kiyosaki, and Nassim Taleb - Fear Sells - Crash of a Lifetime" published late December, has become our most viewed investment video on YouTube, surpassing others from when the market was declining last October. As we enter the usual summer rally period, I emphasize the importance of discussing tactical trading and asset allocation rebalancing with your advisor during low volatility periods. Additionally, I highlight the historical positive returns in the fourth year of presidential cycles and encourage proactive financial planning to manage risk and anxiety. If you need tailored advice, reach out to Oak Harvest, and learn about our new strategy offering more flexibility in stock management.

 

#EconomicWarnings #ElectionCycles #TacticleTrading

 

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.