Investment Management

China & COVID: Whether directly investing in Chinese equities or just indexing with the S&P500, China Covid policies have been news for almost three years for your investments. I’m Chris Perras, Chief Investment Officer with Oak Harvest Financial Group. And this is our investment team’s mid-week release when we examine…

Hello, We here at Oak Harvest wish you all a good Wednesday. Unfortunately, Chris Perras has fallen sick and has been taking these past few days to get some much-deserved rest and recovery time, therefor there will be no Wednesday segment released for today. We will be back and running…

Anticipation: In a much-anticipated move, the Federal Reserve, the central bank of the US, raised short-term borrowing rates to a target range of 3.75-4%. While this was expected, interest rate moves are always news for your money. I’m Chris Perras, Chief Investment Officer with Oak Harvest Financial Group. And this…

  Housing Fiasco: New home sales were released for the month of September last week, and in one word they were, abysmal. According to the HUD and the Census Bureau, sales of newly constructed homes dropped 10.9% and were down 17.6% from a year ago. Existing home sales were even…

IRS Announcement: Similar to the news released two weeks ago on Social Security benefits for 2023, because of the highest inflation rates in years, last week, the IRS announced higher federal income tax brackets and standard deductions for 2023. I’m Chris Perras, Chief Investment Officer with Oak Harvest Financial Group,…

COLA, No not the Soda: Because of the highest inflation rates in decades, Social Security beneficiaries will get a raise. Inflation determines the cost of living adjustment for your social security benefits or COLA. COLA is meant to help individuals keep up with the rising cost of basic goods and…

  Nine Hard Months: 2022 has been a bad nine months for investors in stocks and bonds globally. While our team had expected our first market correction since the Covid bottom, Investors suffered the first broad bear market in years. Stocks roundtripped two years of gains through the end of…

Nine Months and Counting: 2022 has been a bad nine months for investors in stocks and bonds globally. Stocks have now almost roundtripped two years of gains, which while common, is not enjoyable. What’s the culprit? Treasury bond interest rates increasing at the fastest pace in decades. Take a look…

One Big Mess: 2022 has been a mess for long-term investors globally. Few asset classes have positive returns, and if they do, they have huge volatility. What’s the culprit? Treasury bond interest rates increasing at the fastest pace in decades. Take a look at the change in Fed funds rate…

Annuities: 2022 has been a mess across virtually every asset class globally. Few asset classes have positive returns, and most of those that do, like energy and a few commodities, have had huge year-to-date volatility. Two asset classes that have not experienced high year-to-date volatility are Fixed Annuities (FA’s) and…

2022 has been a mess across virtually every asset class globally. Except for a few industries like domestic utilities, and a few energy-related commodities like natural gas or lithium, asset class returns have been negative year to date and highly volatile at the same time. Music to the ears of…

Last Thursday, on September 1st, In a filing with the SEC, semiconductor maker Nvidia disclosed that the U.S. government told the company on August 26th about a new license requirement for future exports to China. This includes exports to and from Hong Kong. The rules rationale was to reduce the…