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.
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.
Welcome to the first edition of The Investor Mindset! James McFarland! James is Senior Portfolio Manager at Oak Harvest Financial Group. In the first episode, he introduces the series. Moreover, he dives into a discussion of investment fads, trends and the value of tuning out the noise. As a result, investors can learn important information on investing.
When the market drops, the “DO SOMETHING!!” impulse can be very strong. What options do long-term investors have in the face of these emotional impulses? Senior Portfolio Manager James McFarland discusses this in the second episode of The Investor Mindset.
Is investing just another form of gambling?? James McFarland, Senior Portfolio Manager for Oak Harvest Financial Group, a wealth management and advisory firm in Houston, Texas, aims to give investors more confidence as he discusses key differences between the two activities.
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!
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.
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
Can investors fool themselves? Come, join James McFarland of Oak Harvest Financial Group, a wealth manager, financial advisory and investment management firm in Houston, Texas, for a discussion of how investors can wind up fooling themselves in the capital markets.
Humans are natural storytellers. But how does this impact us as investors? In Episode 08 of The Investor Mindset, Senior Portfolio Manager James McFarland explores how the tendency to create stories can negatively impact investors — and then talks about a different approach that we can take!
A financial advisor can be an important partner. An advisor wears many different hats. For example, an advisor can be a financial planner, investment manager…and a good listener. Join James McFarland for the 9th episode of the series. He discusses the value of an advisor. And moreover, an advisor you can trust. He also discusses the different roles an advisor can play for you.
Active readers and lifelong learners, pay attention. There is good stuff ahead. The final episode covers several key books that you will want to know about. They reveal helpful information about investing, crowd psychology, Wall Street investors and insiders. On this final episode of The Investor Mindset, join James McFarland as he goes through essential recommendations for anyone interested in learning more about these and other topics discussed over the course of this series.