Stock Talk

Inflation: Secularly Higher

Retiree and near-retiree investors have a multitude of financial worries. One of the first things I learned at OHFG almost five years ago is that while retirement life might be functionally less complex than one's working days, one's financial life grows more, not less complex, at or in retirement. Every good retirement planning software program has an input for inflation expectations. While I certainly underestimated the height of the cyclical inflation peak caused by the global response to Covid, pre-Covid, I argued for higher future inflation rates than in the last 30 years. 4-5%? No. But higher than 2%. Why? 3 Major reasons jump out.

 

Marching Into April

For the last month, the investment team at Oak Harvest has been busy.  First Charles, James and I were busy digesting 4^th quarter EPS reports.  Then we were trying to get our hands around whether inflation had peaked enough for the Fed to slow their interest rate increases, stop them, or even reverse them in the second half. 

Our Stock Selection Process - Quantamental | Stock Talk Podcast

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!

 

Silicon Valley Bank Keeps Me Up at Night!

It’s been a very busy week in the markets with what’s been going on with the Silicon Valley Bank. You can read all about it in our weekly post here: https://oakharvestfg.com/weekly-market-updates/silicon-valley-bank-run/

 

Dividends are Only One Component of a Stocks Total Return | Stock Talk Podcast

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

Growing Your Retirement Income in a Down Market with Dividends Live Stream Recap

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

The Golden Cross A Bullish Technical Signal on February 2, 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

February Look at The Markets | Stock Talk Podcast

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

1st Half Market Outlook Recap from Live Stream

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

 

 

 

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