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Chris Perras, CFA®, Capital Markets Strategist 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 Aug 09, 2024
Friday Aug 09, 2024
In this video, I dive into the recent turmoil in the stock market, breaking down the key factors that caused the S&P 500 and Nasdaq 100 to plummet last week. You'll hear my analysis on why weaker-than-expected U.S. jobs data and the Bank of Japan's surprising interest rate stance triggered such a violent sell-off. I'll also explain the Fed's current policy, why I believe it's "too tight for too long," and what that means for real interest rates, the bond market, and your investments. Whether you're feeling anxious about the market's volatility or just want a better understanding of what's happening, this video will give you insights into the current financial landscape and tips on how to navigate these uncertain times.
#stockmarketcrash #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.
Friday Aug 02, 2024
Friday Aug 02, 2024
As an investment professional over the last 30 years, I've observed that questions about potential risks rarely arise, especially when markets are performing well. However, for those nearing retirement, it's crucial to consider changes to ensure a comprehensive financial plan. In this week's video, I discuss current market trends, historical patterns, and the importance of preparing for potential economic shifts. Tune in to hear my insights on what could go wrong and how to safeguard your financial future amidst increasing volatility and uncertainty.
#stockmarketcrash #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.
Friday Jul 26, 2024
Friday Jul 26, 2024
Throughout my career, I've observed financial figures like Harry Dent, Robert Kiyosaki, and Robert Prechter, known for dramatic yet often inaccurate market crash predictions. Despite their visibility, their long-term forecasts rarely materialize. I also touch on Jeremy Grantham and Nassim Taleb, who have had some success in investment management but still lean towards pessimism. We'll explore why many Baby Boomers, shaped by past market downturns, find these doomsday predictions appealing despite the market's historical resilience. Join me to learn why staying rational and making informed, long-term investment decisions is crucial—don't miss it!
Mentioned article: https://www.thinkadvisor.com/2021/12/22/harry-dents-stock-market-economic-predictions-1999-2021-how-did-they-turn-out/
Robert Prechter's interview on Market Watch: https://www.marketwatch.com/story/legendary-technical-investor-robert-prechter-is-awaiting-a-depression-type-shock-in-the-us-2017-04-21
Robert Kiyosaki's track record on predicting stocks: https://money.usnews.com/investing/articles/robert-kiyosaki-track-record-stock-market-crashes
#stockmarketcrash #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.
Friday Jul 19, 2024
Friday Jul 19, 2024
On Thursday, July 11th, the government released a favorable CPI inflation report, sparking optimism for earlier Federal Reserve rate cuts. The S&P 500 initially surged but closed lower, while the Russell 2000 saw significant gains, outperforming the Nasdaq Composite in a historically wide variance. Despite this, the long-term performance of the Russell 2000 remains below its 2021 highs, with concerns about sustained economic slowdown. Investors are advised to reassess their portfolios, particularly those near retirement, to prepare for potential market volatility.
#marketvolatility #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.
Saturday Jul 06, 2024
Saturday Jul 06, 2024
On Thursday night, June 27th, after our Second Half Market Outlook Livestream, President Biden and former President Trump engaged in their first of two Presidential debates. While we won't delve into the specifics of the debate, it's important to note that as of Friday morning, betting odds of a GOP victory in November shifted significantly. However, it's crucial for investors to remember that these betting markets, like Fed Funds Futures, often lack long-term predictive accuracy. Friday's stock market reaction to PCE inflation data highlighted concerns about ongoing deficit spending regardless of the election outcome. At Oak Harvest, our primary role is to manage our clients' capital and help them achieve their financial goals. We also strive to educate clients on financial markets, emphasizing the historical impact of the Federal Reserve over presidential policies on market performance. As we approach another election cycle, we advise clients to remain focused on data-driven insights rather than political emotions and to consult with advisors about their financial plans to navigate potential market volatility.
Livestream link: https://www.youtube.com/live/sebPd8pUhbU?si=ZpP8m3SORfuRNdo5
#sp500 #InvestmentStrategy #PresidentialDebate
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.
Friday Jun 28, 2024
Friday Jun 28, 2024
2024 Market Recap: With over 35 years in the financial markets, I’ve seen the phrase "stock picker's market" frequently misused. Yet, in 1H24, outside of the S&P 500, it truly has been a stock picker’s market, with significant gains concentrated in a few major stocks, like NVDA, MSFT, and GOOGL, driving the S&P 500's performance. Despite the broader index rising, only two sectors—technology and telecommunications—outperformed, reflecting a narrow market breadth similar to the dot-com bubble era. This disparity underscores the importance of diversified investment strategies and the need for tailored financial planning, especially as we approach potential market volatility in the latter half of the year. If you're concerned about market fluctuations or your retirement plan, now is a good time to discuss your portfolio with your advisor. Oak Harvest Financial Group recently received recognition as one of USA TODAY’s Best Financial Advisory Firms 2024, and we're committed to helping our clients navigate these challenging times.
#sp500 #InvestmentStrategy #PresidentialElection
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.
Friday Jun 21, 2024
Friday Jun 21, 2024
Join me as I share the intriguing developments in the financial markets as we approach mid-2024. Despite low overall volatility in the S&P 500, single stock volatility, especially in large-cap tech stocks, is unusually high. Discover how the S&P 500 is following the Presidential election cycle and the significant performance gap among sectors. I’ll also discuss the deteriorating market breadth and the economic complications arising from the yield curve inversion in Treasury interest rates. These dynamics call for a review of investment strategies, and at Oak Harvest Financial Group, we're here to help with proactive planning and a new strategy to manage market risks effectively. Don't miss out on this insightful analysis!
#RealInterest #InvestmentStrategy #PresidentialElection
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.
Friday Jun 14, 2024
Friday Jun 14, 2024
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.
Friday Jun 07, 2024
Friday Jun 07, 2024
In this episode of Stock Talk, I explore the current economic climate, drawing comparisons to the early 70s and analyzing the potential for a similar financial outcome in the coming years. Some that come to mind:
- High inflation: Comparing the current inflation situation to that of the 70s.
- Wars in the Middle East: Reflecting on conflicts that impact global stability and economy, akin to events in the 70s.
- Socio-economic turmoil: Protests on college campuses and broader socio-political unrest, similar to the upheaval of the 70s.
With my extensive experience in economics and finance, I explain why this matters to investors: understanding these parallels can help you anticipate market movements and make informed decisions. I highlight the critical role of real interest rates in predicting market trends and discuss recent reactions to economic data, underscoring the bond market's influence.
#economicdata #sp500forecast #socialunrest
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.
Friday May 31, 2024
Friday May 31, 2024
In this week's Stock Talk, I discuss the tumultuous week of May 24th, when Houston faced a disruptive spring thunderstorm, causing widespread power outages that impacted nearly a million residents, including our team at Oak Harvest. I reflect on whether 2024 will be remembered as the "year of storms," not just weather-related but also political, military, and financial. Despite high volatility in single stocks like Walmart and Target, the overall market has remained unusually calm. I share insights into declining bond market volatility, future volatility predictions, and introduce Oak Harvest's new strategy designed to navigate these unpredictable times.
#economicdata #sp500forecast #highvolatility #walmartstock #targetstock
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.