You are now leaving the Oak Harvest Financial Group (OHFG) main website and entering the Oak Harvest Funds website. Please note that the OHFG website window will remain open.

Go to Website
Skip to content
oak harvest financial group

Smart phone with Oak Harvest logo and example email.

Subscribe for Updates!

Get tailored tips to help you enjoy your best retirement.

By submitting you agree to our
Privacy Policy and Disclosures.

By providing your contact information, you consent to receive SMS and emails from Oak Harvest Financial Group. Message and data rates may apply, frequency varies. You may opt-out at any time by replying STOP to any SMS message received. For more information, please review our Privacy Policy.

    Receive the latest reports, retirement tools, and valuable updates to help you navigate the retirement years.

    Stay connected to your money with Oak Harvest's weekly podcast featuring insights on stocks, market trends, and the economy.

    Recap of last week's market news and a look into future stock exchanges.

    Subscribe for Emails

    |  Future Vault Login |  Client Login   |  Schwab Login   | Register for Events | Call Now

    • About Us
      • Oak Harvest Teams
        • Investment Team
        • Advisor Team
        • Client Concierge Team
        • Operations
      • In the media
      • Oak Harvest Giving Back
    • Investments
      • Investment Team
      • Transparent Fees
      • Investment Philosophy
      • Active Management
      • Risk Management
      • Asset Diversification
      • Weekly Market Updates
      • Market Outlook
      • Stock Talk Podcast
      • The Investor Mindset Podcast
    • Retirement Planning
      • Our Retirement Planning Approach
      • Oak Harvest Retirement Success Plan
      • Core4
      • Income Planning
      • Social Security and Medicare
    • Annuities & Insurance
      • Annuity
        • Fixed Index Annuities
        • The Power of Zero
      • Annuity Tools
        • Income Rider Quote
    • Business 401(k) Services
      • Administrative Fiduciary Services
      • Retirement Plan Administration
    • Tools & Resources
      • Planning Tools
        • Retirement Age Calculator
        • Retirement Savings Calculator
        • Retirement Nest Egg Calculator
        • Auto Loan Calculator
        • Savings Calculator
        • Mortgage Loan Calculator
      • Articles
        • Free Reports
        • Retirement Blog
        • Educational Events
        • The Retirement Income Show
      • Videos
        • Webinars
        • Livestream Event
        • Retirement Videos
    • About Us
      • About List
        • Oak Harvest Teams
        • Investment Team
        • Advisor Team
        • Client Concierge Team
        • Operations
        • In the media
        • Oak Harvest Giving Back
    • Investments
      • Investments
        • Investment Team
        • Transparent Fees
        • Investment Philosophy
        • Active Management
        • Risk Management
        • Asset Diversification
      • Market Commentary
        • Weekly Market Updates
        • Market Outlook
      • Ideas and Insights
        • Stock Talk Podcast
        • The Investor Mindset Podcast
    • Retirement Planning
      • Retirement Planning List
        • Our Retirement Planning Approach
        • Oak Harvest Retirement Success Plan
        • Core4
        • Income Planning
        • Social Security and Medicare
    • Annuities & Insurance
      • Annuities
        • Fixed Index Annuities
        • The Power of Zero
      • Annuity Tools
        • Annuity Toolkit
        • Income Rider Quote
    • Business 401(k) Services
      • Business Services List
        • Retirement Plan Administration
        • Administrative Fiduciary Services
    • Tools & Resources
      • Planning Tools
        • Retirement Age Calculator
        • Retirement Savings Calculator
        • Retirement Nest Egg Calculator
        • Auto Loan Calculator
        • Savings Calculator
        • Mortgage Loan Calculator
      • Resources
        • Free Reports
        • Retirement Blog
        • Retirement Toolkit
        • Educational Events
        • The Retirement Income Show
      • Videos
        • Livestream Event
        • Webinars
        • Retirement Videos
    View All

    Market Summit Outlook Recap

    June 27, 2025

    Posts navigation

    ← V-ictory Formation: “The” Bottom looks behind us, Here’s What We Think is Next for Stocks
    V-Bottom Fireworks: The Rally Most Everyone Missed (And What’s Next) →
    Back to Investment Stock Talks
    Stock Talk

    Chris Perras

    CFA®, CLU®, ChFC® 
    Chief Investment Officer, Financial Advisor

    Chris is a seasoned investment professional with over 25 years of experience working with some of the most successful money management firms in the world. Chris has made it a point in his career to adapt as the market landscape changes, seeking to utilize the appropriate investment strategy for a given market environment. His transition from managing billions of dollars at the institutional level to helping individuals and families retire is guided by a desire to see first-hand the impact he is making in the lives of clients at Oak Harvest.

    Read Full bio »

    Recent Posts

    • The Heat of Summer: Don’t Let Seasonal Shifts Derail Your Strategy July 11, 2025
    • V-Bottom Fireworks: The Rally Most Everyone Missed (And What’s Next) July 4, 2025
    • Market Summit Outlook Recap June 27, 2025
    • V-ictory Formation: “The” Bottom looks behind us, Here’s What We Think is Next for Stocks June 13, 2025
    • Pres. Trump vs. Fed Chair Jerome Powell: Who’s Right About Interest Rates in 2025? June 6, 2025
    • Stock Market V-Bottom: History Is Repeating and Most Investors May Still Be on the Sidelines May 30, 2025
    • From Panic to Peak: Why Markets May Hit New Highs This Summer May 23, 2025
    • V-Bottoms: No One Get’s In, Bears left Behind May 16, 2025
    • Stocks Rebound: Have We Seen the Market Bottom? May 9, 2025
    • A Stock Market G.O.A.T. Appears: Perfect Historic Track Record May 2, 2025
    • Market Correction or Bear Market? This Could Change How You See Aprils Drop April 25, 2025
    • Sometimes: You Gotta Close Your Eyes and Buy (or Laugh) April 18, 2025
    • “Tariff”ied Air and a Trumpster Fire April 11, 2025
    • Real Interest Rates vs. Stocks: A Dangerous Shift? April 4, 2025
    • Stocks Just Dropped 10%—Here’s Why the Weak Start to 2025 Might Be an Opportunity March 28, 2025
    • Feeling Uneasy about the Stock Markets? Watch This March 24, 2025
    • 2025 Stock Market: We Never Said it Would be Easy March 7, 2025
    • Friday Fights and Stock Flights February 28, 2025
    • Bad News for the Bears: Running with the Bulls and Winning February 21, 2025
    • Slowing (fast) but Growing Bidenomics Mirage? February 14, 2025
    • Tariffs: Shock and Awe February 7, 2025
    • American Exceptionalism: 2025 Soft Landing January 31, 2025
    • Top Reasons for a Weak Start to 2025 in the Markets January 17, 2025
    • The Trouble with Harry Dent, Robert Kiyosaki, Jeremy Grantham: Part 2, 3, 4, 5… January 10, 2025
    • 2025: First Half Market Outlook January 3, 2025
    • S&P 500 2025 3 Roads Diverged – The Great, The Good, and The Ugly December 27, 2024
    • 2025 – Our List of KSFs For The Markets December 20, 2024
    • S&P500: The Bull’s alive in 25?! What it takes, a Checklist December 13, 2024
    • S&P 500 = 7000, 2025 Reality Check December 6, 2024
    • NVIDIA – How is This Possible – History Repeats? December 3, 2024
    • De-Dollarization: Here’s Why It’s Not a Thing November 22, 2024
    • Trump 2.0-History Repeats? November 15, 2024
    • The Votes are In: Are We Still in a Bull Market? November 8, 2024
    • Will 2024 Echo 2016? What a Trump Win Could Mean for the Stock Market & Economy November 1, 2024
    • S&P 500 Hits New Highs: Did You Miss the 2024 Market Rally? October 25, 2024
    • Stock Market Hedging Before the Election- Are You Overpaying? October 18, 2024
    • How to Survive in the Stock Market: Market Timing Made “Easy” October 11, 2024
    • Stock Market Insights: Most Hated Bull Market Ever? October 4, 2024
    • What Richard Florida, Klaus Schwab and Others Coined as The Great Reset, and What It Means For Your Money September 27, 2024
    • “Charts R Us” – Which Charts to Watch after the Fed’s Interest Rate Decision September 20, 2024
    • The Fed is Late: Scary Thoughts + Scary Stocks? September 13, 2024
    • You’re Fired! You’re Fired! Overstated (“Fake?”) Jobs Data, and What it Means for Investors August 30, 2024
    • Fast Money: Right Back Where we Started From August 23, 2024
    • Yen There, Done That – August 2007 August 16, 2024
    • Seasonality or More – Buy the Dip? August 9, 2024
    • What Could Go Wrong? It’s Deja Vu all Over Again August 2, 2024
    • Why Boomers Love Doomers like Harry Dent, Robert Kiyosaki, and Robert Prechter July 26, 2024
    • Russell 2000 – Rotation Nation or just Squeeze me Seymour, more Little Shop of Horrors’? July 19, 2024
    • Stock Market 1H24-“Everyones a winner?” Not June 28, 2024
    • 2024 Summer Stock Markets: Where Things Get “Real”ly “Interest”ing June 21, 2024
    • Summer Loving – Tactical Trading June 14, 2024
    • Stock Market: Are We Heading for a 70s-Style Crisis in 2025? What’s Going On? June 7, 2024
    • 2024: A Year of Storms and Volatility? May 31, 2024
    • More Normal?- Summer Rally May 17, 2024
    • Was the recent early May Stock Rally predetermined? May 10, 2024
    • S&P500 : The “Old Normal,” back to our regularly scheduled program May 3, 2024
    • The Good, The Bad, and The Ugly April 26, 2024
    • Scenario 3 – Muddling Through 2024, Range r Us April 19, 2024
    • Market Analysis: S&P 500=3600, Possible 2000’s Style Hard Landing and Recession? Scenario 2 April 12, 2024
    • S&P 500 = 6000? Equity Markets – Post 1q24, Where do we go from here? Soft Landing Cont. Scenario 1 April 5, 2024
    • Beyond Inflation in 2024: The Real Growth Concerns for Investors March 22, 2024
    • From Doom to Boom: Analyzing Economic Predictions and Uncertainty in the Stock Market March 8, 2024
    • AI Stock Bubble? What You Need to Know March 1, 2024
    • Breaking Down the S&P 500 Surge: Super Bulls and Swift Moves February 16, 2024
    • Why Even Bulls Need to Rest: Market Caution Ahead | S&P500=5000 February 9, 2024
    • 3 Stock Market Analysts to Pay Attention to When Navigating Investing and Sensationalist Forecasts February 2, 2024
    • Why I Don’t Buy Latest Bearish Sentiment on S&P 500 January 26, 2024
    • Inflation, Real Interest Rates, and Market Turbulence: What Investors Need to Know January 19, 2024
    • Stock Market News, Government BLS Jobs Data: Bullish or just B–LS–t? January 12, 2024
    • S&p500 2H2024…and beyond! Potential Paths, Comparisons, and Candid Cautions to Consider January 5, 2024
    • The Trouble with Harry, Dent, Robert, and Taleb-Fear Sells December 29, 2023
    • Presidential Election Cycles and Other Factors Affecting S&P 500 in the First Half of 2024 December 22, 2023
    • 2024 Stock Market Outlook: Volatility, Goldilocks, and Presidential Cycles December 15, 2023
    • Goldilocks Meets Volatility: Decoding 1H2024 S&P 500 Predictions December 8, 2023
    • Breaking Down BOFA’s 70+ Page Report: Is SP500 @ 5000 Inconceivable?! December 1, 2023
    • The Road Ahead: December’s Market Forecast and Investment Strategies to Consider November 24, 2023
    • Navigating the Stock Market Rollercoaster: Doomsday or Just The “Old Normal”? November 17, 2023
    • Santa has a Calendar and Bloomberg November 10, 2023
    • Livestream Recap: The 4 Biggest Takeaways You Need to Know November 3, 2023
    • Retirement Investing: Will The Stock Market Perform Different This Time? What to Know October 27, 2023
    • Stock Market Turning Point – Make or Break Time? October 20, 2023
    • Shutdown, Inflation, Banking and More: October Stock Market State of the Union October 6, 2023
    • Stock Markets Setting Up For Fall? September 29, 2023
    • Really Bearish on Stocks Right Now? September 22, 2023
    • Why Active Fund Management Should Win Over Passive Strategies in the Coming Years September 15, 2023
    • Retirement Planning: Wondering How Interest Rates May Impact Your Portfolio? September 8, 2023
    • 4th Quarter Market Risks September 2, 2023
    • Sweat the Summer Market or Sit Back? What We Expect and How to Handle Your Retirement Portfolio August 25, 2023
    • AI Bubble or Summer Stall? Where We Stand In The Stock Market August 18, 2023
    • Stock Market Summer Seasonality: The Stall Comes and What It Means For Your Retirement August 11, 2023
    • Market News Coverage: Fear Sells Big August 4, 2023
    • Rotation Nation July 28, 2023
    • No Stock Talk This Week: Earnings Reporting Week July 21, 2023
    • Second Half 2023 Market Outlook 2023 | The Old Normal part 2 – Down then Up July 7, 2023
    • July 4th – Where We Stand United After The First Half Rally June 30, 2023
    • Stock Market: Summer Stall or Summer Squall? June 23, 2023
    • The Wrong Way To Invest June 16, 2023
    • SP500 – 4300, It’s Summer Time For a Break. What Does Narrow Breadth Really Mean? June 9, 2023
    • Stock Investing – It’s a Marathon, Not a Sprint in Retirement Planning June 2, 2023
    • Bigger Government – Lower Investment Returns? May 26, 2023

    Click to subscribe:

    stock talk podcast
    Google play
    stock podcast
    oak harvest financial group

    Get access to our Monthly E-Newsletter!

    Smart phone with Oak Harvest logo and example email.

    Subscribe for Updates!

    Get tailored tips to help you enjoy your best retirement.

    By submitting you agree to our
    Privacy Policy and Disclosures.

    By providing your contact information, you consent to receive SMS and emails from Oak Harvest Financial Group. Message and data rates may apply, frequency varies. You may opt-out at any time by replying STOP to any SMS message received. For more information, please review our Privacy Policy.

      Receive the latest reports, retirement tools, and valuable updates to help you navigate the retirement years.

      Stay connected to your money with Oak Harvest's weekly podcast featuring insights on stocks, market trends, and the economy.

      Recap of last week's market news and a look into future stock exchanges.

      SIGN UP

      Get the App (available for Oak Harvest Clients):

      Oak Harvest Google Play Store App
      Oak Harvest App Store Logo

      Contact Us

      Phone: Call Now
      [email protected]
      Contact Us

      Headquarters

      920 Memorial City Way, Suite 150
      Houston, TX 77024

      Retirement Planning Near Me
      Financial Advisor Houston
      Houston Financial Advisors

      Retirement Quick Links

      Website Directory
      Retirement Success Plan
      Retirement Age Calculator
      Asset Protection Planning
      Tax Planning Strategies
      Retirement Blogs
      Free Reports
      Webinars
      Educational Events

      Insurance

      Income Rider Quote
      Fixed Index Annuities
      Annuity Calculators

      Investment

      Investment Team
      Investment Philosophy
      Market Outlook Summit
      Weekly Market Updates
      Stock Talk Podcast

      financial advisor near me
      Client Login
      Schwab Account Login
      Future Vault Login

       

      Retirement Income Show

      Smart phone with Oak Harvest logo and example email.

      Subscribe for Updates!

      Get tailored tips to help you enjoy your best retirement.

        Receive the latest reports, retirement tools, and valuable updates to help you navigate the retirement years.

        Stay connected to your money with Oak Harvest's weekly podcast featuring insights on stocks, market trends, and the economy.

        Recap of last week's market news and a look into future stock exchanges.

         
        By submitting you agree to our
        Privacy Policy and Disclosures.
         
        By providing your contact information, you consent to receive SMS and emails from Oak Harvest Financial Group. Message and data rates may apply, frequency varies. You may opt-out at any time by replying STOP to any SMS message received. For more information, please review our Privacy Policy.
        Sign Up For Our Newsletter!
        Privacy Policy
        Form CRS
        Form ADV Part 2A
        Form ADV Part 2B

        Advisory services are provided through Oak Harvest Investment Services, LLC, a registered investment adviser. Insurance services are provided through Oak Harvest Insurance Services, LLC, a licensed insurance agency.

        Some Oak Harvest investment adviser representatives are also independent insurance agents. The agents and Oak Harvest Insurance Services, LLC earn combined commissions up to 8% for selling insurance products, in addition to other compensation. Annuity contracts may be subject to caps and charges, including yield or rate caps, interest caps, participation rates, interest rate spreads, and surrender charges. *"Peace of Mind," "Safety," "Principal Protection," "Lifetime Income, "Guaranteed Income," or other guarantees are associated with fixed insurance products. No such language refers in any way to investment advice, investment advisory products, securities, or recommendations provided by Oak Harvest Investment Services. Investing involves risk. Rates of return are not guaranteed unless otherwise stated. All guarantees relating to insurance products are dependent on the financial strength and claims-paying ability of the issuing insurance company. Guarantees may be subject to various restrictions, limitations, or fees, which can vary depending on the issuing insurance company. Annuities have limitations and are not appropriate for all circumstances or individuals. They are not intended to replace emergency funds or to fund short-term savings or income goals.

        Lifetime income may be available on certain products through an optional rider at no cost or for an additional cost, depending on the specific product and contract. Taking withdrawals prior to turning age 59 ½ may result in tax penalty fees in addition to ordinary income taxes. Withdrawals from annuities may trigger charges or reduce the contract value and death benefit. Insurance products are not insured by any federal government agency and may lose value.

        The logos and trademarks used are the property of their respective owners and no endorsement by those owners of the producer is stated or implied.

        All reports, publications, podcasts, audio files, and the content contained therein provided via this website are for informational purposes only. Content of podcasts is current as of the time of recording. No content available on this site is intended to provide tax or legal advice or personalized investment advice, nor is it an offer or solicitation to buy or sell securities. Views and opinions may change based on new information or analysis. Oak Harvest makes no assurance as to the accuracy of any forecast made. Figures, references, and data cited in all written and audio content are obtained from sources believed to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information.

        Investing involves the risk of loss, and some strategies may not be right for you. Past performance does not guarantee future return. Hypothetical outcomes do not reflect actual investment results and are not guarantees of future results. All assumed, expected, or stated returns are not guaranteed unless otherwise stated. Indexes are not available for direct investment. A professional advisor should be consulted before undertaking any strategy or implementing any specific advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. By requesting any report available via this site you may be provided with information regarding the purchase of insurance products or investment advisory services in the future.

        Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration.

         

        SECURE ACT 2.0

        Claim your free copy of “SECURE ACT 2.0 | What it means to your Retirement Savings"

        This field is hidden when viewing the form

        By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

        By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

        Click Here
        Claim your free copy
        find-your-balance-dl

        Claim your free copy of “Finding Your Balance: Could Rising Interest Rates Put Your Retirement Income at Risk?”

        This field is hidden when viewing the form

        By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.