Oak Harvest Financial Group

Oak Harvest Financial Group

金融服务

Houston,TX 1,262 位关注者

Independent financial services firm helping individuals create investment strategies and financial planning

关于我们

Oak Harvest Financial Group provides investment and insurance services to retired and pre-retirement individuals. Our core investment philosophies revolve around dividend-growth stocks, individual bonds and various insurance services focused on providing guaranteed lifetime income, financing long term care needs and transferring wealth to future generations and charity. Oak Harvest works solely with people in or approaching retirement and provides a transparent, fee-based approach to retirement income planning and wealth preservation and growth. Investments provided through Oak Harvest Investment Services, LLC. Insurance provided by Oak Harvest Insurance Services, LLC. Investing involves risk including the possible loss or principal. Past performance isn't indicative of future results. .

网站
https://www.OakHarvestFG.com
所属行业
金融服务
规模
11-50 人
总部
Houston,TX
类型
私人持股
创立
2008
领域
Retirement Income Planning、401ks, IRAs, and other Qualified Retirement Plans、Safe Growth Planning、Social Security、Fixed Income、Indexed Annuities、Fixed Annuities、Life Insurance、Dividend Stocks和Long Term Care

地点

  • 主要

    920 Memorial City Way

    Suite 150

    US,TX,Houston,77024

    获取路线

Oak Harvest Financial Group员工

动态

  • 查看Oak Harvest Financial Group的公司主页,图片

    1,262 位关注者

    Fearmongers do one thing better than everyone else I know.?What’s that? Spreading fear and conjuring up the latest and greatest rationale for US investors not investing in equities. Harry Dent, Robert Kiyosaki, Robert Prechter, and Jerry Grantham all noted doomers, all horrifically wrong on the outlook for US equities the last decade... Watch Stock Talk now: https://lnkd.in/ghsfvSdt

    • De-dollarization? Not so fast! Chris Perras sitting on a monopoly board with money.
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    1,262 位关注者

    Post-Election Market Insights on Your Portfolio Join Oak Harvest Financial Group for an exclusive livestream as we dive into the post-election market outlook and what it could mean for your retirement portfolio. Our Investment Team will analyze potential shifts in economic policy, tax implications, and investment landscapes that could impact markets—and ultimately, your financial future. Learn key strategies to work towards safeguarding your retirement portfolio, navigating uncertainty, and positioning yourself for success in the changing financial climate. Tune in live to ask questions and gain insights tailored to your financial goals.

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  • 查看Oak Harvest Financial Group的公司主页,图片

    1,262 位关注者

    US stocks gave up about half their initial 2024 post-election rally last week. Excuses ranged from a stronger dollar to higher interest rates, a more hawkish Federal Reserve, concerns over Trump appointments to Health and Human Services, a newly created DOGE department to cut federal spending, and lower tech earnings in the semiconductor industry. FWIW, the same weakness occurred into November option expiration in 2016 posts the markets initial Trump election week surge. The S&P 500 ended the week down – 2.05%. Read the Weekly Market Update from Chris Perras: https://lnkd.in/ddki3tKb

    • Weekly Market Update with Chris Perras. Weekend Update 11/18/2024.
  • 查看Oak Harvest Financial Group的公司主页,图片

    1,262 位关注者

    The voters voted, the votes are counted, there was no debate, arguments, or riots, and Donald Trump was re-elected as President. At the end of the day, as James Carville said in 1992, “It’s the economy stupid” and the voters voted that way.?They voted down Bidenomics and the Harris immigration stance the last 4 years and were less swayed than most thought on social issues... Watch Stock Talk now: https://lnkd.in/gDufPWJY

    • Market Insights for Trump 2.0. Chris, Troy, and Charles.
  • 查看Oak Harvest Financial Group的公司主页,图片

    1,262 位关注者

    Wondering how the recent election might impact your retirement portfolio? Join us on November 11, 2024 at 6pm CT for an exclusive livestream with Oak Harvest’s Investment Team. We'll analyze potential shifts in economic policy, tax implications, and investment landscapes that could impact markets—and ultimately, your financial future. Learn key strategies to work towards safeguarding your retirement portfolio, navigating uncertainty, and positioning yourself for success in the changing financial climate. Click here to submit your questions ahead of time: https://lnkd.in/gGgtY9GX #RetirementPlanning #OakHarvest #MarketUpdate

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  • 查看Oak Harvest Financial Group的公司主页,图片

    1,262 位关注者

    In this video, I’ll guide you through the essentials of building a well-balanced investment portfolio, focusing on the classic 60/40 split between stocks and bonds, while diving deep into understanding risk. I’ll explain why bonds are often misunderstood and show you how different types of bonds carry various risk scores. You’ll learn about the importance of aligning your portfolio's risk level with your personal comfort level to help you stay committed during market fluctuations. We’ll also discuss the psychology of investing, such as why people often sell at the worst times and how that impacts long-term success. By the end, you’ll have a clearer understanding of how to evaluate your portfolio’s risk, avoid common investing mistakes, and stay on track with your retirement goals. Plus, I’ll provide a link to a tool where you can assess your own risk tolerance and portfolio alignment. Watch now! https://lnkd.in/gjEzN2zi

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  • 查看Oak Harvest Financial Group的公司主页,图片

    1,262 位关注者

    Trump wins decidedly along with a projected GOP sweep in Congress and financial markets cheer. Stocks rallied strongly last week, encouraged by Donald Trump’s and the GOP’s victories and the proposal to at least keep the 2017 Trump tax cuts and possibly cut corporate taxes further and lighten businesses’ regulatory burdens. Equity markets vaulted higher in the overnight session and the run continued into Friday’s close. The Russell 2000 (IWM Etf) led the way, up +8.57% and finished near its 2021 all-time high. Bigger cap indexes also surged from +4.6% for the DJIA to +5.7% for the NASDAQ Composite. Stocks closed the week at record highs with the cash S&P 500 at 5995. Read today's Weekly Market Update: https://lnkd.in/gQqhKHHN

    • Weekly Market Update with Chris Perras. Weekend Update 11/11/2024.
  • 查看Oak Harvest Financial Group的公司主页,图片

    1,262 位关注者

    This Veterans Day, we pause to recognize the courage, dedication, and sacrifice of all who have served our country. To our veterans, we are deeply grateful for your commitment to protecting our freedom and way of life. At Oak Harvest, we understand that retirement planning often includes unique financial needs for those who have served. We’re here to help veterans and their families make the most of their well-deserved benefits, from retirement income strategies to VA resources and beyond. Thank you to our veterans for your service and sacrifice. Today, we honor you. ?????? #VeteransDay #ThankYouVeterans #FinancialPlanning

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