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Chris Perras, CFA®, Chief Investment Officer of Oak Harvest Financial Group shares his insight into the markets based on 25 years experience. 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.
Episodes
Friday Mar 10, 2023
Friday Mar 10, 2023
Clients and long-time followers of Oak Harvest audio and video investment content will know that in addition to more standard blue-chip growth stocks, our investment team likes to invest in a diversified group of dividend growth stocks. In doing so, many of the portfolios our team manages take on the characteristic of what many in the industry call a “barbell” approach. A group of growth stocks paying little to no dividends with certain characteristics on one side of the barbell or scale and a second group of more economically “stable,” slower-growing companies paying out some of their excess cash flow back to shareholders in the form of dividends.
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
Friday Mar 03, 2023
Friday Mar 03, 2023
This week we're doing a recap on last weeks live stream with Troy, Charles and myself, Chris Perras.
We talked about growing Your Retirement Income During a Market Downturn with Dividends.
In this episode we summarize the video and talk about the highlights. Here's the link to the live stream: https://www.youtube.com/live/FqzML1Nk...
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
Friday Feb 17, 2023
Friday Feb 17, 2023
This week's topic, technically speaking, the S&P500 achieves a "Golden Cross" on 2/2/2023, and historically, that is a good thing.
For the better part of the second half of 2022, viewers of financial news and readers of internet financial newsletters were bombarded with a constant negative message supposedly "backed up" by an ominous chart of the S&P 500. The negative messaging was the coming "collapse" of the US stock market in the 4th quarter of 2022 and the first quarter of 2023. This is even though the S&P500 had already dropped over -27.5% peak to trough in nominal terms and – 35% in real terms from its early 2022 peak. These declines were in line with the average bear market, the average recession decline for stocks, and normal mid-term 2nd-year Presidential decline.
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
Friday Feb 10, 2023
Friday Feb 10, 2023
This week we're talking about Earnings, Economic Data, what happened last week, and what we see going forward into February. 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
Friday Feb 03, 2023
Friday Feb 03, 2023
On January 26, we live-streamed our 1st Half Market Outlook, titled, "How will Inflation and Recession Impact My Retirement Planning? 1st Half Market Outlook Summit 2023." In this episode, we recap the highlights of the live stream and Chris comments a bit on what was discussed. 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
Friday Jan 27, 2023
Friday Jan 27, 2023
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
Friday Jan 20, 2023
Friday Jan 20, 2023
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
Friday Jan 13, 2023
Friday Jan 13, 2023
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
Wednesday Jan 11, 2023
Wednesday Jan 11, 2023
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
Friday Dec 30, 2022
Friday Dec 30, 2022
In this episode, Chris Perras interviews Troy Sharpe to get his insights on the current state of the market.