Two weeks ago, our weekly podcast was titled “nowhere to run to, nowhere to hide”. In it, we discussed the fallacy behind the notion of “hiding out” or trying to “hide out” in certain stocks or sectors during market corrections, bear markets or general economic slowdowns. We argued against the notion that there is “always a bull market out there” as discussed on TV by a few hosts. Unless you are running a hedge fund, that’s generally not how the markets or portfolio management works for the masses or most institutions. Click here to learn more!
At Oak Harvest, we think our clients are best served by us helping them with their future needs and risks, instead of dwelling on the past. Our forecasting is far from perfect, but we like to keep you up on what it's saying about the uncertain future, not rehashing an already certain past. Stock Talk is a weekly podcast dedicated to discussing the 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! Also available on Spotify, Google Play and Podbean.
Do you have 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 If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors: https://click2retire.com/SummerSlowdownStockTalk
About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer As CIO, Chris is 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.
Chris 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, Chris acquired a plethora of financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).
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July 4th - Where We Stand United After The First Half Rally
The WRONG Way To Invest
SP500 - 4300, It’s Summer Time For a Break. What Does Narrow Breadth Really Mean?
Stock Investing - It’s a Marathon, Not a Sprint in Retirement Planning
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Why Watching Financial News Could Lead Investors Astray: Say Anything
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