New Year Volatility and Your Portfolio

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Despite the COVID pandemic, and contrary to the ongoing forecasts of impending doom that you might have heard the past 12 months on TV and social media, we've made it through to the end of the year.

We released our first half 2022 outlook, on December 3rd under the title “Curb your Enthusiasm Yields to a Bull Market Buy”. It can be found on our website at OakharvestFG.com or in video format on our You-Tube channel.

Given our forecast for a very sloppy and choppy first half of 2022, that could produce the markets first -10% or more correction from higher levels, I wanted to give our clients and viewers a little more detail into what we are expecting from the markets throughout the first half of 2022.

At Oak Harvest, we think our clients are best served by us helping them with their future needs and risks, instead of dwelling on the past. Our forecasting is far from perfect, but we like to keep you up on what it's saying about the uncertain future, not rehashing an already certain past.

Stock Talk is a weekly podcast dedicated to discussing the Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris Perras, each episode brings you our views on stocks, the market, and the economy — with a little Education thrown in for good measure. Listen each week and help stay connected to your money! Also available on Spotify, Google Play and Podbean.

Do you have a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at: (877) 896-0040

If you have $500K or more and would like a partnership with a firm to help you manage your investments and financial plan as in these videos, click on this link to connect with our advisors: https://click2retire.com/YTstocktalkdec3

About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer
As CIO, Chris is lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week.

Chris completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, Chris acquired a plethora of financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®).
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