Stock Talk

Are higher interest rates a red light for stocks—or a warning that needs more context? Chris Perras examines how earnings, valuations, and market breadth can influence the stock-market outlook.

 

In this episode of Stock Talk from Oak Harvest Financial Group, Chris reviews four pieces of the discussion: historical Fed rate-hike cycles, corporate earnings, midterm election seasonality, and the market’s recovery from its April 2025 lows.

 

The analysis considers both potential support for stocks and material risks, including valuation pressure, narrow market leadership, and the possibility of weaker earnings or tighter credit conditions. Historical patterns do not predict what happens next.

 

In this episode:

• How stocks have behaved during selected past rate-hike cycles

• Why earnings and valuations matter when interest rates rise

• What midterm election patterns can—and cannot—tell investors

• How concentrated leadership can make an index more vulnerable

• Why Chris is watching earnings revisions, market breadth, and credit conditions

• How market uncertainty connects to retirement income and withdrawals

 

CHAPTERS

00:00 Are higher rates a red light for stocks?

00:38 Historical Fed rate hikes and stock returns

01:54 Why the reason for rising rates matters

02:22 Connecting market risk to retirement income

02:37 Earnings, estimates, and valuations

04:16 Midterm election patterns and their limitations

05:57 The market rebound and narrow leadership

07:21 Volatility around past rate-hike cycles

07:52 Weighing the four pieces of evidence

08:48 Three indicators Chris is watching

09:17 What this could mean for your retirement plan

 

How could higher rates, weaker earnings, or a stock-market decline affect the income you are counting on?

To schedule a review of your retirement plan, call Oak Harvest Financial Group at (281) 800-9127 or visit

OakharvestfgFinancial Advisors and Retirement Planning in Houston | OHFGMore actions.

 

Subscribe for more discussions about markets, retirement income, taxes, and investment risk.

 

DISCLOSURES

This content is for educational and informational purposes only and is not individualized investment, tax, or legal advice, or a recommendation to buy or sell any security. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Historical averages and seasonal patterns may not repeat and do not describe every period or investor’s experience. Forecasts and earnings estimates are uncertain and may change. Views reflect the discussion at the time of recording and are subject to change. Indexes are unmanaged and cannot be invested in directly. Index performance does not represent the performance of an individual investment account.

 

#InterestRates #StockMarket #StockTalk

Higher interest rates can put pressure on investment values—but they may also increase the yields available on newly purchased income-producing investments. What does that tradeoff mean for your retirement plan?

In this Oak Harvest Roundtable recap, Chris Perras, Troy Sharpe, and Charles discuss how interest rates connect to retirement income, inflation, stock market valuations, and real estate.

The conversation looks beyond the headlines to explore why higher rates don’t affect every investment—or every retiree—the same way.

In this episode:

• Who influences short-term and long-term interest rates

• Why higher rates can create both challenges and potential income opportunities

• How inflation affects retirement spending and purchasing power

• Why earnings growth matters alongside interest rates

• How P/E ratios help explain stock market valuations

• How mortgage rates can affect real estate buyers and owners

• Differences between publicly traded REITs and private real estate investments

• Historical observations about Federal Reserve rate hikes and stock market cycles

Watch the full Oak Harvest Roundtable discussion:

https://youtube.com/live/lymiUwb02HU?feature=share

Learn more about Oak Harvest Financial Group:

https://oakharvestfg.com/

Subscribe for more conversations about retirement planning, investing, and retirement income.

Which part of higher interest rates concerns you most: investment values, income, inflation, or real estate? Share your thoughts in the comments.

CHAPTERS

00:00 Higher Interest Rates and Your Retirement

01:25 Who Controls Interest Rates?

02:59 Higher Rates: Challenges and Potential Opportunities

04:23 Inflation and Retirement Spending

07:24 How Interest Rates Affect Stock Valuations

09:28 P/E Ratios and Earnings Explained

10:00 Treasury Yields and Market Reactions

11:08 Mortgage Rates and Real Estate Values

12:18 REITs and Private Real Estate Investments

13:06 Fed Rate Hikes and Stock Market Cycles

This video is for educational and informational purposes only and is not individualized investment, tax, or legal advice, or a recommendation to buy or sell any security. Investing involves risk, including possible loss of principal. Higher available yields do not eliminate market, credit, inflation, or liquidity risks. Historical examples do not guarantee future results. Opinions and market figures reflect the discussion’s recording period and may change. Consult qualified professionals about your individual circumstances.

#RetirementPlanning #InterestRates #OakHarvest

Higher interest rates can push down the prices of investments you already own. They can also change the income available from newly purchased bonds and other interest bearing investments. So what does that mean for your retirement plan?

In this episode of Stock Talk, Chris Perras explains how higher rates may affect bonds, stock valuations, real estate, annuities, and retirement income planning. He also looks at a key question for retirees: if stocks decline while you’re taking withdrawals, how might your cash and short term bond holdings affect the decisions you face?

Chris covers three questions to discuss when reviewing a retirement plan:

Watch the Oak Harvest interest rate roundtable with Troy, Charles, and Chris: https://www.youtube.com/live/lymiUwb02HU?si=RlS1eILCqIZqtJjI

Schedule a retirement plan review with Oak Harvest Financial Group: https://oakharvestfg.com/contact-2/

Chapters

00:00 How higher rates can hurt and help investors

00:53 Are higher rates a retirement threat or opportunity?

01:01 What drives the 10 year Treasury yield?

01:48 Why existing bond prices can fall

02:03 How new bond income can change

02:23 Interest rates and stock valuations

02:48 The late 1990s comparison

03:12 Could AI productivity support earnings?

04:12 Comparing Treasury yields and stock earnings

05:08 Real estate, commodities, and currencies

05:47 Annuities and income tradeoffs

06:13 Three questions for retirees

06:33 Preparing for withdrawals during a market decline

06:47 The higher rate paradox

07:15 When to review your retirement plan

Educational information only. This video is not individualized investment, tax, or legal advice. Investing involves risk, including possible loss of principal. Bond prices generally fall when market interest rates rise; individual results depend on the investment and whether it is sold before maturity. Annuity features, costs, and guarantees vary by contract, and guarantees depend on the issuing insurer’s claims paying ability. Past performance does not predict future results. Consult appropriate professionals about your circumstances.

#RetirementPlanning #InterestRates #StockTalk

The AI boom keeps getting compared to the dot-com bubble. But what if the comparison is right—and the timing is wrong?

A Bespoke Investment Group chart compares the Nasdaq after the launch of Netscape in 1994 with the Nasdaq after the launch of ChatGPT in 2022. At a comparable point in the two cycles, today lines up closer to September 1998 than the March 2000 dot-com peak.

That doesn’t mean history will repeat. Historical comparisons aren’t forecasts.

But it raises an important question: What evidence would tell us this AI cycle is nearing the end—and what evidence would suggest it may still be developing?

In this episode of Stock Talk, we examine four major pieces of the argument:

The historical Netscape-versus-ChatGPT market comparison, the spread of AI adoption and productivity, corporate earnings momentum, and today’s valuation and interest-rate risks.

We also look at the massive increase in data-center construction, the difference between FOMO and what Ed Yardeni calls “Fabulous Earnings Momentum,” and evidence that market leadership has broadened beyond the Magnificent Seven.

The goal isn’t to predict where stocks go next.

It’s to ask a better question about where we may be in this technology and market cycle—and what evidence investors should watch from here.

If you enjoy market analysis that looks at both the opportunity and the risk, subscribe to the channel and turn on notifications for future episodes of Stock Talk.

If you’re approaching retirement and want to understand how markets, income needs, taxes, Social Security, withdrawal decisions, and risk fit into your personal retirement strategy, contact Oak Harvest Financial Group to start a conversation about your retirement plan.

 

Important Disclosure: This content is for general informational and educational purposes only. It is not individualized investment advice or a recommendation to buy or sell any security or pursue any investment strategy. Investing involves risk, including possible loss of principal. Historical performance and historical comparisons do not guarantee or predict future results. Estimates and market data discussed in this video may change.

YouTube Chapters

These timestamps follow the actual uploaded cut.

00:00 AI vs. the Dot-Com Bubble

00:18 What If We’re Comparing It to the Wrong Year?

01:03 Four Tests for the AI Boom

01:33 The Netscape vs. ChatGPT Nasdaq Chart

02:45 Why the September 1998 Comparison Matters

03:07 Subscribe to Stock Talk

03:17 What Happened After 1998?

04:05 AI’s Real Economic Test: Productivity

04:52 AI Adoption Is Surging

05:47 The Data-Center Construction Boom

07:25 FOMO vs. Fabulous Earnings Momentum

08:07 What Earnings Are Telling Us

09:25 The Biggest Problem: Valuation

09:51 Stocks vs. 10-Year Treasury Yields

11:03 Is the Rally Broader Than AI?

11:47 The “Impressive 493” vs. Magnificent Seven

12:30 So Is This Another Dot-Com Bubble?

13:10 The Four Tests That Matter From Here

14:00 The Real Lesson From 1998 vs. 2000

14:36 The One Question Investors Should Ask

15:03 What This Means for Your Retirement

What if artificial intelligence changes the world—but some of today’s leading AI stocks still turn out to be the wrong investments at the wrong prices?

In this episode of Stock Talk, Chris Perras looks back at the Dotcom era to explore an important distinction for investors: a technology can transform the economy without every stock connected to that technology delivering great investment returns.

The Internet didn’t fail after the Dotcom crash. It went on to reshape commerce, communication, advertising and entertainment. But many technology investors still suffered enormous losses as valuations changed, interest rates rose and market leadership shifted.

Could something similar happen during the AI boom?

Rather than trying to predict an AI crash, Chris focuses on three signals that may help investors recognize whether market leadership is beginning to change:

• STOCKS — Is technology continuing to dominate, or is leadership spreading into financials, industrials, energy, materials and international markets?

• INTEREST RATES — What are the Federal Reserve, the 2-Year Treasury and the 10-Year Treasury telling us about the cost of money?

• THE U.S. DOLLAR — Is the dollar strengthening and tightening global financial conditions, or weakening as commodities and international markets gain strength?

Chris also explores a fascinating possibility: the massive infrastructure required to build artificial intelligence may eventually benefit businesses far outside traditional technology.

AI data centers require electricity, copper, steel, cooling systems, transformers, natural gas, nuclear power, grid equipment and other physical infrastructure.

Could the AI boom itself help create the next generation of market leaders?

History doesn’t tell us exactly what happens next. But it can help investors recognize the conditions that have accompanied major changes in market leadership before.

The important question may not be whether AI succeeds.

It may be whether today’s investors are paying the right price for that future.

If changing interest rates, inflation, market leadership or a different investment cycle has you wondering how your retirement plan could be affected, contact Oak Harvest Financial Group to schedule a conversation about your financial plan.

Subscribe to Stock Talk for more conversations connecting market history with what’s happening in the economy and financial markets today.

This material is for general education and information only. It isn’t individualized investment, tax or legal advice. Any mention of stocks, sectors, commodities or asset classes is for discussion only and shouldn’t be seen as a recommendation to buy or sell any investment. Investing involves risk, including the possible loss of principal. Past performance doesn’t guarantee future results.

Advisory services are offered through Oak Harvest Investment Services, LLC, an SEC-registered investment adviser. SEC registration doesn’t mean the SEC or any other regulator endorses the firm, and it doesn’t mean a certain level of skill or training.

#ArtificialIntelligence #StockMarket #Investing #AIStocks #MarketOutlook

Chapters:

0:00 AI Can Win While AI Stocks Lose

1:44 Is AI a Bubble—or the Wrong Question?

2:44 What the Dotcom Era Can Teach Us

4:59 Signal #1: Watch Market Leadership

6:30 Could AI Create the Next Hard-Asset Boom?

7:13 Signal #2: Watch Interest Rates

9:09 Signal #3: Watch the U.S. Dollar

10:57 How Similar Is Today to the Dotcom Era?

12:06 The Biggest Lesson From the Dotcom Crash

12:58 Three Signals Investors Should Watch Now

Artificial intelligence may be the biggest technology story in the market — but the next major investment opportunity connected to AI may not be another AI stock.

 

As companies like Microsoft, Amazon, Google and Meta spend hundreds of billions of dollars building AI infrastructure and data centers, they're also creating enormous demand for something much more physical: electricity, copper, steel, transformers, natural gas, uranium, electrical equipment and the infrastructure needed to connect it all.

 

So what happens if the AI boom eventually creates a materials boom?

 

In this episode of Stock Talk, we look back at what happened after technology stopped dominating the market around the dot-com era and examine whether investors could be seeing the early stages of another major shift in market leadership.

 

After the Nasdaq peaked in 2000, some of the strongest investments of the following years weren't technology companies. Copper, gold, mining companies, materials and commodity-producing countries experienced enormous gains as China's rapid industrialization created a massive new source of global demand.

 

Today's situation is different — but there may be an important similarity.

 

AI data centers require enormous amounts of electricity. That means additional power generation, transmission lines, transformers, copper, steel and other physical infrastructure.

 

According to the International Energy Agency, global data-center electricity consumption was approximately 415 terawatt-hours in 2024 and could reach roughly 945 terawatt-hours by 2030 under its Base Case.

In this video, we explore:

The important takeaway isn't that technology stocks have to collapse or that commodities are guaranteed to enter another supercycle.

 

It's that market leadership changes.

 

The companies and sectors that dominated one investment cycle don't necessarily dominate the next.

And if artificial intelligence continues growing, the next major investment story may not simply be the companies building AI.

 

It may be the companies supplying the materials, electricity and infrastructure required to build the AI economy.

 

If you're approaching retirement or you're already retired and you'd like someone to review your investments, income needs, risk, and how those pieces fit together with your retirement strategy, contact Oak Harvest Financial Group.

There’s no obligation. We’ll learn more about your goals, income needs, and concerns and help you understand whether there may be opportunities to improve your retirement plan. https://click2retire.com/lets-connect

And if you enjoy videos that make markets, investing, and retirement easier to understand, subscribe to the channel: https://www.youtube.com/@OakHarvestStockTalk?sub_confirmation=1

This content is for educational and informational purposes only and should not be considered individualized investment, tax or financial advice. Investing involves risk, including the possible loss of principal.

The S&P 500 has climbed sharply since the market lows of April 2025—but something unusual has happened at the same time: interest rates have also moved higher.

So why haven't higher rates stopped the stock market?

In this episode of Stock Talk, we break down the tug-of-war between corporate earnings and interest rates and explain why earnings growth has been powerful enough, so far, to overcome the pressure of higher Treasury yields.

We also look at what could happen next.

Using S&P 500 earnings estimates and different P/E assumptions, we'll walk through several illustrative scenarios for 2027—including what could potentially support an S&P 500 around 8,500, what could bring it closer to 7,200, and how a combination of falling earnings estimates and higher interest rates could create a much more difficult 6,500 scenario.

In this video you'll learn:

✔ Why stocks and interest rates have both been rising

✔ Why earnings have been such an important driver of the market

✔ How higher Treasury yields can pressure stock valuations

✔ Why the S&P 500 can rise even while its P/E ratio falls

✔ How earnings and P/E multiples work together to determine market valuations

✔ What could support an S&P 500 around 8,500

✔ What could push valuations toward 7,200 or lower

✔ The two numbers investors should be watching through 2026 and into 2027

The key isn't trying to predict exactly where the market will go.

It's understanding what's driving it.

If you're approaching retirement or you're already retired and you'd like someone to review your investments, income needs, risk, and how those pieces fit together with your retirement strategy, contact Oak Harvest Financial Group.

There’s no obligation. We’ll learn more about your goals, income needs, and concerns and help you understand whether there may be opportunities to improve your retirement plan. https://click2retire.com/lets-connect

And if you enjoy videos that make markets, investing, and retirement easier to understand, subscribe to the channel: https://www.youtube.com/@OakHarvestStockTalk?sub_confirmation=1

Sources discussed:

FactSet Earnings Insight

S&P 500 earnings estimates

10-Year U.S. Treasury Yield

Important Disclosure:

This content is for educational and informational purposes only and isn't intended as individualized investment advice. Market scenarios discussed are illustrative and aren't predictions or guarantees of future results. Investing involves risk, including the possible loss of principal.

00:00 Something Strange Is Happening in the Stock Market

01:10 Earnings vs. Interest Rates: The Tug-of-War

02:08 Point 1: Earnings Are Winning

03:21 Where Earnings Could Go Next

04:51 Why Hasn't the Market Gone Even Higher?

05:00 Point 2: Interest Rates Are Fighting Back

05:38 How Stocks Can Rise While the P/E Falls

06:24 Why the 10-Year Treasury Matters

07:31 What Happens Next?

08:23 The Bull Case: S&P 500 Around 8,500

09:11 The Higher-Rate Case: Around 7,200

10:12 The Bear Case: Around 6,500

11:07 The Two Numbers Investors Should Watch

12:05 The Number That Explains This Market

13:00 The Biggest Risk to Stocks

13:38 What This Means for Your Retirement

Is the AI boom beginning to rhyme with the late 1990s? Strong earnings, record market highs, massive semiconductor investment, and an unusual shift in global currency conditions are creating a market setup investors should be watching closely.

In this video, we examine the growing comparison between today’s AI-driven market and the final stages of the dot-com boom.

The comparison became even more interesting after the United States and Japan stepped in to support the Japanese yen—an unusual development that raises an important question: could changing global financial conditions provide another source of liquidity at the same time earnings and AI investment remain strong?

That doesn’t mean 2026 has to repeat 1999.

Today’s largest AI companies are generating substantial revenue, profits, margins, and cash flow. But history shows that strong businesses, strong earnings, improving liquidity, and increasing investor enthusiasm can sometimes combine to produce powerful—and increasingly speculative—late-cycle markets.

In this video, we break down:

✔ Why the 1999 dot-com comparison is becoming more interesting

✔ What strong corporate earnings are telling us about the market

✔ Why semiconductor earnings remain critical to the AI investment cycle

✔ How massive AI infrastructure spending could affect future returns

✔ Why the U.S.-Japan yen intervention matters

✔ What happened during the Y2K liquidity window in 1999

✔ How interest rates and inflation expectations affect stock valuations

✔ Why liquidity could become an important market driver

✔ Four indicators investors should be watching from here

✔ What this environment could mean for retirees and people approaching retirement

The goal isn’t to predict exactly what the market will do next.

Instead, we believe investors should focus on the forces underneath the market: earnings, interest rates, AI investment, liquidity, and the dollar—and make investment decisions within the context of their own financial plan, income needs, time horizon, and ability to tolerate risk.

If you’re retired or getting close to retirement and would like a second opinion on your investment and retirement plan, use the link below to schedule a free consultation with Oak Harvest Financial Group.

There’s no obligation. We’ll learn more about your goals, income needs, and concerns and help you understand whether there may be opportunities to improve your retirement plan. https://click2retire.com/lets-connect

00:00 Is the AI Boom Starting to Look Like 1999?

00:42 The New Yen Intervention Signal

01:26 This Is Bigger Than AI

02:20 The Market Framework We’ve Been Using

03:10 What We Expected for the Second Half of 2026

03:52 Earnings Are Still the Engine

05:21 Are Stocks Too Expensive?

06:49 AI’s Massive Physical Buildout

07:45 The Biggest AI Spending Risk

09:02 Why Liquidity Changes the Story

09:23 What Happened in 1999

10:25 The 2026 Yen Intervention

11:12 The Interest-Rate Risk

11:58 The Real Question Investors Should Ask

12:18 What 1999 Can—and Can’t—Tell Us

13:23 Confidence and Caution

14:16 Four Things to Watch Now

15:34 Free Retirement Plan Consultation

#StockMarket #ArtificialIntelligence #RetirementPlanning

An investor can be completely right about the future—and still lose money in the present.

That happened during the dot-com boom. The internet really did change the world, but concentrated portfolios, extreme valuations, leverage, and tighter financial conditions still caused enormous investment losses.

Now, a similar lesson is emerging from the AI investment cycle.

In this video, we compare the dot-com bubble of 1998–2000 with today’s massive AI infrastructure buildout. We examine how a highly successful AI-focused investment strategy reportedly suffered a severe short-term decline, despite being built around a technology trend that may continue growing for years.

You’ll learn:

• How a smart investment idea can become a crowded and leveraged trade

• Why being right about a technology doesn’t guarantee investment success

• How leverage can force investors to sell at the worst possible moment

• Why the AI data-center and semiconductor buildout resembles the internet infrastructure boom

• How interest rates, inflation, energy prices, and tighter liquidity can affect growth investments

• Why retirees face greater consequences from concentration and major portfolio declines

• Four warning signs investors may want to monitor during the AI investment cycle

AI may change the world just as the internet did. But great technology doesn’t cancel the basic rules of investing.

Price still matters. Cash flow still matters. Debt still matters. Diversification still matters. And the amount of time you have to recover still matters.

If you’re retired or approaching retirement, your financial plan shouldn’t depend on one company, one technology, or one market trend working perfectly.

To speak with the team at Oak Harvest Financial Group about building a retirement plan around your income needs, goals, time horizon, and risk tolerance, contact us today. Visit: https://oakharvestfg.com/

This video is provided for educational purposes only and is not intended as personalized investment, tax, or legal advice. All investments involve risk, including the possible loss of principal. Information and performance figures discussed in this video were obtained from third-party public reporting and have not been independently verified by Oak Harvest Financial Group.

00:00 The “Smartest Investor” Trade

01:09 Important Investment Disclaimer

01:20 Right About the Future, Wrong About the Investment

01:55 Three Dot-Com and AI Comparisons

02:23 Living Through the Dot-Com Bubble

03:43 The Recent AI Fund Warning

04:05 When a Great Idea Becomes Dangerous

04:33 Comparison #1: Concentration and Leverage

05:28 The New AI Investment Hero

06:20 How Leverage Magnifies Losses

06:43 The Reported 67% Decline

07:16 The Real Lesson for Retirees

08:09 Comparison #2: The Physical Buildout

08:37 What “Dark Fiber” Taught Investors

09:16 The Massive AI Infrastructure Boom

10:16 Why Semiconductor Cycles Turn

11:01 The Question Every AI Investor Should Ask

11:17 AI Is Making Big Tech More Asset-Heavy

11:52 Comparison #3: How the Dot-Com Bubble Broke

12:09 Liquidity, Y2K and Higher Interest Rates

12:43 When Valuations Lost Support

13:12 Why 2026 May Rhyme With 2000

14:14 How Today’s AI Boom Is Different

14:45 The New Risk Facing Profitable Tech Companies

15:43 The Problem Wasn’t the Technology

16:18 Why This Matters More in Retirement

17:00 Four AI Warning Signs to Watch

18:24 How to Invest Without Betting Your Retirement

19:10 Build a More Resilient Retirement Plan

Inflation, interest rates, and energy prices may look like three separate financial risks—but they are deeply connected.

 

In this episode, Chris Perras of Oak Harvest Financial Group explains how rising energy costs can contribute to inflation, how inflation influences Federal Reserve policy, and how higher interest rates can affect stocks, bonds, cash, and the long-term purchasing power of retirees.

 

For retirees and those approaching retirement, the biggest danger may not be short-term market volatility. It may be the gradual loss of purchasing power as groceries, prescriptions, insurance premiums, utilities, transportation, and other living expenses continue to rise.

 

Chris also explains:

✔ Why inflation is often called the silent wealth killer

✔ How higher interest rates can help savers but pressure bond prices and stock valuations

✔ Why energy costs affect far more than gasoline prices

✔ How oil, inflation, and interest rates create a financial chain reaction

✔ Why predicting every Federal Reserve decision is not a retirement strategy

✔ How diversification, liquidity, discipline, and quality investments can help build a more resilient retirement portfolio

✔ Why retirement planning should focus on meeting your needs before chasing your greed

You cannot control inflation, interest rates, or oil prices—but you can control how your retirement portfolio is positioned and how you respond to changing conditions.

 

Which of these risks concerns you most: inflation, interest rates, or energy prices? Share your thoughts in the comments.

 

To speak with the Oak Harvest Financial Group team about building a retirement plan around your income needs, investments, taxes, healthcare, and long-term goals, contact us today.

00:00 The 3 biggest retirement risks right now

00:55 Risk #1: Inflation

01:27 Why inflation hits retirees differently

01:49 How inflation influences the Federal Reserve

01:57 Risk #2: Interest rates

02:07 The benefit of higher rates for savers

02:31 The trade-off of higher interest rates

02:36 The 100-year Austrian bond example

03:07 Interest rates and investment valuations

03:21 Risk #3: Energy prices

03:30 How energy raises costs throughout the economy

03:56 Cost-push inflation explained

04:05 Why energy may be the first domino

04:19 How the three risks are connected

04:43 Building a portfolio that can withstand all three

05:22 The biggest lesson for retirees

05:34 What investors can actually control

05:59 Final thoughts

#RetirementPlanning #Inflation #InterestRates #RetirementInvesting #EnergyPrices #RetirementIncome #FinancialPlanning #Investing

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 visit: https://click2retire.com/lets-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. References to third-party analysts should not be seen as an endorsement of their views or recommendations, and you should do your own research before investing. 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.