Join Oak Harvest Financial Group for an exclusive livestream as we dive into the post-election market outlook and what it could mean for your retirement portfolio. Our Investment Team will analyze potential shifts in economic policy, tax implications, and investment landscapes that could impact markets—and ultimately, your financial future. Learn key strategies to work towards safeguarding your retirement portfolio, navigating uncertainty, and positioning yourself for success in the changing financial climate. Tune in live to ask questions and gain insights tailored to your financial goals.
Meet our guests: ✔️ Charles Perras, CFA®, CLU®, ChFC®, Chief Investment Officer: Chris has over 25 years of experience, has worked for some of the largest money management firms in the world, including Citadel and Invesco, and has been recognized nationally for his efforts. Chris has made it a point in his career to focus on adapting as the market landscape changes, seeking to utilize the most appropriate investment strategy for any 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 the difference he makes in the lives of clients at Oak Harvest.
✔️ Charles Scavone CFP®, CFA®, Director of Investments Charles has over 30 years of experience in the investment management industry across multiple asset classes, serving various investor bases. He has worked for some of the largest money management firms in the world, including Invesco, Van Kampen and JP Morgan Chase. Charles is excited to bring a process-driven approach to investing to our clients at Oak Harvest.
This content expresses the general views of Oak Harvest Financial Group and is for educational purposes only. It should not be considered an offer or solicitation to buy or sell securities, nor is it personalized investment, tax, or legal advice. Investing involves the risk of loss and past performance is never a guarantee of future returns. The strategies discussed may not be right for you, and your personal circumstances should be considered carefully before the adoption of any investment or tax strategy. Indexes such as the S&P 500 are not available for direct investment. Client portfolios are based on individual situations, objectives, and risk, and actions and ideas discussed will not apply to all client portfolios. Hypothetical scenarios do not reflect actual results and do not guarantee future results. Terms such as “Guaranteed,” “safety,” and “principal protection” refer to insurance products and are dependent on the financial strength and claims-paying ability of the issuing insurance company. Investment Advisory services provided through Oak Harvest Investment Services, LLC. Insurance services provided through Oak Harvest Insurance Services, LLC. Oak Harvest Financial Group is not affiliated with any government agency *****
Raffle Official Rules 1. No purchase necessary to win. 2. Eligibility. The drawing is open to all natural persons who are residents of the United States who are at least 18 years old at the time of entry. Employees and their respective immediate family members (spouse, parents, siblings, and children) and household members are not eligible. The drawing is subject to federal, state, and local laws and regulations. 3. Sponsor. The drawing is sponsored by Oak Harvest Financial Group, located at 920 Memorial City Way, Suite 150, Houston TX 77024. 4. Agreement to rules. Participation in the drawing constitutes full and unconditional agreement to and acceptance of these Official Rules and the decisions of the Sponsor, which are final and binding. Winning a prize is contingent upon being compliant with these Official Rules. The Sponsor reserves the right to refuse, withdraw, or disqualify an entry at any time at the Sponsor’s sole discretion. By entering this drawing, you represent and warrant that you are eligible to participate based on the eligibility requirements. 5. Entry period. Entries will be accepted November 21, 2024 between 6:00pm CT and 6:45pm CT. Entries submitted before or after the entry period will be disqualified. 6. How to enter. Sign up during the Oak Harvest YouTube Livestream by completing the official entry form. Limit one (1) entry per person. 7. Winner selection. Winner(s) will be selected on November 21, 2024 during the Livestream and will be randomly selected. 8. Privacy. Information collected from entrants will not be shared and is subject to the Oak Harvest Privacy Policy which can be found at www.oakharvestfg.com
