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Market Summit Outlook Recap

June 27, 2025
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← 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

  • When Good Isn’t Good Enough: Stock Talk Update, June 13, 2026 June 12, 2026
  • Dot-Com Era (Oct. 1998–Mar. 2000) vs. Today (Apr. 2025–Current): 10 Similarities and Differences June 5, 2026
  • Interest Rates: A Headwind, not a Roadblock to Growth Stocks May 22, 2026
  • Stagflation Nations: What, Where, Why, and How It Can Affect Your Investment Portfolio May 15, 2026
  • 1q26 Earnings Season and AI Capex Cycle Updated May 8, 2026
  • Keep Your Eyes on The Prize: Stock Talk Update, Friday May 1, 2026 May 1, 2026
  • It’s an AI Bubble! (So Why Are Many Investors Cautious?) Stock Talk Update, Friday April 24, 2026 April 24, 2026
  • “This Time It’s Different… Or Not?” Stock Talk Update, Friday April 17, 2026 April 17, 2026
  • The “HALO” Trade vs. AI Infrastructure: Why a Barbell Portfolio Makes Sense April 10, 2026
  • AI vs Dot-Com: Repeating History? Stock Talk Update, Friday April 3, 2026 April 3, 2026
  • Why Aren’t Stocks Lower? Stock Talk Update, Friday March 27, 2026 March 27, 2026
  • YTD: Inflation (Oil) Up, Stocks Down. Are We Near Max Pain? March 20, 2026
  • Go Time: Stock Talk Update, Friday March 13, 2026 March 16, 2026
  • Citrini Research: The Talk of Wall Street. Stock Talk Update, Friday February 27, 2026 February 27, 2026
  • Rotation Nation – Look Before You Leap: Stock Talk Update, Friday February 20, 2026 February 20, 2026
  • 2026 Surprise of the Year? Stock Talk Update, Friday February 13, 2026 February 13, 2026
  • 1H2026 Market Outlook Summit Livestream Highlights February 6, 2026
  • 1q26 Risks – Inflation Rising: Stock Market Update, Friday January 30, 2026 January 30, 2026
  • Volatility Speaks: Investors were Warned. Stock Market Update, Friday January 23, 2026 January 23, 2026
  • Volatility Speaks: Stock Market Update, Friday January 16, 2026 January 16, 2026
  • 2026 Patience: Stock Market Update, Friday January 9, 2026 January 9, 2026
  • Retiring in 2026…Oak Harvest’s  2026 Market Outlook: Part 3 – Dovish Federal Reserve BUT!… December 31, 2025
  • Retiring Soon? Here’s What the Market May Do in 2026 (Market Outlook: Part 2 – Earnings) December 29, 2025
  • 1H26 Stock Market Outlook: Part 1 -Cycles and Seasonality December 19, 2025
  • 2026 Outlook Preview: Being a Bull Rider is Hard Some Years December 12, 2025
  • You Get What You Pay For: Stock Market Update, Friday December 5, 2025 December 5, 2025
  • Technology Adoption Cycles: The AI Capex Spending Tsunami November 28, 2025
  • What is a “K”-Shaped Economy? Stock Market Update, Friday November 21, 2025 November 21, 2025
  • Our Song Remains the Same: Stock Market Update, Friday November 7, 2025 November 7, 2025
  • AI Tech Stock Bubble? Stock Market Update, Friday October 24, 2025 October 24, 2025
  • 4Q25 Outlook: “Let’s Get it Started” – V-Bottom Month 7. Stock Market Update, Friday October 17, 2025 October 17, 2025
  • A September to Remember: 21 Trading Days. Stock Market Update, Friday October 10, 2025 October 10, 2025
  • Terms of Endear and Endangerment: Stock Market Update, Friday October 3, 2025 October 3, 2025
  • V-Bottom Recovery: Month 6 – What to Buy. Stock Market Update, Friday Sept 26, 2025 September 26, 2025
  • V-Bottom Recovery: The Beat Goes On, What’s Next? Stock Market Update, Friday Sept 19, 2025 September 19, 2025
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  • When Doves Come to Town: Stock Market Update, Friday Aug 29, 2025 August 29, 2025
  • Stocks at All Time Highs in August – Pleasantly Surprised: Stock Market Update, Friday Aug 22, 2025 August 22, 2025
  • MOVEing on Up-Wall of Worry….: Stock Market Update, Friday Aug 15, 2025 August 15, 2025
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  • Market Summit Outlook Recap June 27, 2025
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  • Pres. Trump vs. Fed Chair Jerome Powell: Who’s Right About Interest Rates in 2025? June 6, 2025
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  • Stocks Rebound: Have We Seen the Market Bottom? May 9, 2025
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  • Sometimes: You Gotta Close Your Eyes and Buy (or Laugh) April 18, 2025
  • “Tariff”ied Air and a Trumpster Fire April 11, 2025
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  • Feeling Uneasy about the Stock Markets? Watch This March 24, 2025
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  • Friday Fights and Stock Flights February 28, 2025
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  • Slowing (fast) but Growing Bidenomics Mirage? February 14, 2025
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  • 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

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What Clients Say About Working With Oak Harvest

These testimonials reflect individual experiences. No compensation was provided. Testimonials may not be representative of all clients.

Read more client experiences

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Icon_ Richard M

I really like the service I receive from Oak Harvest. Ed and Chad, whom I've met with, give me the feeling that they understand my situation and do their best to reassure me that I will be just fine in retirement. The whole crew are very personable and have a good sense of humor, which I like. Very careful treatment of Roth conversions are much appreciated. One of the reasons I tried Oak Harvest is their focus on taxes. I'm very pleased with their knowledge of taxes in retirement. I don't regret for a moment, going with Oak Harvest.

Richard M.
Icon_ William H

Great folk, very kind and respectful. Very trustworthy group of folk!! Highly recommended!!

William H.
Icon_ David S

Their integration of tax planning into the overall strategy they created for me has been very valuable. Also, their ability to run simulations that show the resilience of my portfolio during market downturns, inflation, etc., gives me confidence that I'm working with people I can trust.

David S.
Icon_ David G

I have been with Oak Harvest for about 2.5 years. They never are pushy asking for more assets or transferring 401ks to them. They have created a warm stress - free environment for discussions, only driving me to give them more assets as I am now. They have always been professional and very informative. I do not believe the average one or two man financial office can offer the financial spectrum that Oak Harvest does. I have not known of many that actually have 3 stock market gurus picking stocks for us.
The knowledge base educating me on reducing taxes with Roth conversions will ultimately help us down the road.

David G.
Icon_ Matthew H

The entire Oak Harvest team is fantastic. They listen to your concerns and ideas and help you build a plan for your future.

Matthew H.
Icon_ Deana T

Dustin Humrich communicates ideas to me in a manner that I can understand. He is intuitively aware when I don't understand something ( i get gears and whistles popping and zinging when it comes to money and numbers ) and he takes the time to be transparent and clear without talking down to me. We also trust him, as well as Oak Harvest, to be honest and transparent. Thank you!

Deana T.
Icon_ Barbara L

OHFG is unique in their industry. They provide a suite of expertise from estate planning to tax planning to support their superior financial planning. We know in real time what impact any transaction we execute has on our tax liability. The entire staff is very professional and so talented. Troy Sharpe has truly put together a winning team. We looked long and hard, and no other company could compare.

Barbara L.
Icon_ Warren B

I feel like Oak Harvest provided me with the broadest range of investment opportunities and services, from annuities through conventional equities investing. They also addressed my needs for estate and tax planning all in one comprehensive package.

Warren B.
Icon_ Thomas G

Working with Oak Harvest has been phenomenal! They have helped my wife and me to transition seamlessly into retirement, feeling financially secure. The communication from our advisors is friendly, candid and wise. Ryan and Lizzie not only answer our questions, but also help us think through the best ways to preserve our legacy.

Thomas G.
Icon_ Steve L

I found Oak Harvest on youtube. I was there because I love to entertain myself listening to others perspective. After deciding to meet with Oak harvest in person I knew they were a company I needed and wanted.Its been over a year and I am on a winning walk into retirement within a few weeks thanks to their financial planning. Don't put off making that investment in your life today.Get with Oak Harvest today and start your exciting journey with a company you can count on .You will be glad you did.

Steve L.
Icon_ Curtis P

As I entered retirement a few years ago, I knew I had to shift from a SAVING mentality to a SPENDING mentality. During my 40 year career up to retirement, I had made all savings/investment decisions on my own. However, I did not really have a forward-looking income plan or tax plan. Oak Harvest empowered my savings to spending conversion by providing the missing parts of my retirement plan while respecting my existing investment risk tolerance and style. While there has been an adjustment allowing the Oak Harvest team to also take over my investment planning, the removal of the day-to-day buy/sell stresses has made for a more enjoyable retirement lifestyle.

Curtis P.
Icon_ Susan R
Lizzie is the best!
Susan R.
Icon_ Tammy T

Ryan and Lizzie are always available to answer any questions my husband and I may have. They are very knowledgeable and efficient. We love our quarterly visits with them.

Tammy T.
Icon_ Fonda C

Nicole is very knowledgeable on our retirement planning regarding Roth conversation and RMD for myself and my husband.

Fonda C.
Icon_ Paul F

We have been a client with Oak Harvest for 3 years now. They have guided us through some uncertain times and we have always come out the other side better off than when we started. We think the investment team at Oak Harvest is doing a great job to capture future gains in the market with less risk than just investing in an Index fund. Their periodic web casts are a great way to interact with the entire team as they explain the current trends in the market. If you are looking for a firm who truly cares about the success of your future retirement, Oak Harvest might be the one to talk to?

Paul F.
Icon_ Leah J

I am very happy with the service that Oak Harvest has provided me and helping me be secure in my financial future.

Leah J.
Icon Matt R.

Prior to becoming an Oak Harvest client, we were with a well-known national firm. It got to where my advisor would call once annually and check in. As years passed it felt that my Representative lost interest in what wanted to achieve. With Oak Harvests team I like the idea of my wife and I sitting across the table from our financial planner Nicole, looking at each other in the eye and reviewing our strategies and goals.
In addition, prior to our departure she will always make sure that we are well informed as where we stand financially as well as answer any questions we might have. The face-to-face meetings are a big positive for us. both Kimberly and I aren't big on facetime or zoom calls unless it's with our grandchildren.

Matt R.
Expand Selection methodology and oversight
  • Library includes all approved testimonials that meet content standards. We rotate uniformly so that each appears at a similar frequency during a session.

  • Content avoids performance statements and guarantees. Edits are limited to length, grammar, and removal of personal identifiers if requested.

  • Each entry is archived with source, date captured, approval record, and compensation status.

  • Advisory services are offered through Oak Harvest Investment Services, LLC, a registered investment adviser. Insurance services are provided by Oak Harvest Insurance Services, LLC. Investing involves risk, including loss of principal. No client was compensated for providing a testimonial.
  • Testimonials are displayed using a non-cherry-picked rotation from our approved library collected through third-party client surveys. We do not present investment performance claims. Links to public sources are provided when available.
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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 typically between 1.5% to 8%, but can be higher based upon the product, 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.

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