Investment Management
The Investor Mindset
James McFarland, Senior Portfolio Manager
The Investor Mindset is a 10-episode series designed to introduce and explore fundamental concepts critical to helping people enjoy a more successful long-term investing experience. Hosted by James McFarland, Oak Harvest's Senior Portfolio Manager and Investment Specialist, each episode examines key ways of thinking and acting that can help you becoming a better long-term investor.
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.
Episode 04 — Can You Find the Golden Ticket?
James McFarland, Senior Portfolio Manager at Oak Harvest, a wealth manager specializing in retirement planning, financial planning and investment management, discusses the pitfalls of what seems to be a common investing approach — and then covers a different way of investing in Episode 04 of The Investor Mindset!
Episode 05 — Short-Term Past vs. Long-Term Future
Senior Portfolio Manager James McFarland of Oak Harvest Financial Group, Houston, Texas, explains how the media can push investors towards making long-term future decisions based on short-term past events. Moreover, he explains how that can impact portfolios. And then discusses a better approach to take.
Episode 06 — Trading vs. Investing
How does Trading differ from Investing? And is it important to understand the difference? Join James McFarland, Senior Portfolio Manager at Oak Harvest Financial Group, a Houston wealth management and retirement planning firm as he covers the key differences between trading and investing…and why it matters
