Oak Harvest Financial Group

When it comes to starting your Social Security, learn 3 reasons why doing so early may be the best decision you can make. Read now: https://lnkd.in/gc33be6y

The S&P 500 closed the week at a new weekly all-time high close, on the back bullish of early initial bank and financial stock earnings including J.P. Morgan and Blackrock. The S&P 500 gained +1.13% on the week, led by an almost +5% rise in the bank group plus good gains in cyclically biased technology and industrials. The S&P 500 made its 45th all-time high in 2024 as earnings season kicked off with a bang in banking. Read the Weekly Market Update: https://lnkd.in/gnbFCqt9

Market timing the stock markets. Let’s be frank. It’s the glorious pot of gold at the end of the rainbow. It’s the the unicorn of tactical stock investing. It’s the Honus Wagner T-206 or Mickey Mantle Topps 1952 rookie card of baseball card collecting, or the Ferrari 250 GTO of car collecting. For our female followers, it’s the Black Crocodile Hermes Birkin bag. In other words, in the world of investment management it is often looked for as a the “Holy Grail” of investing, but few investors, particularly those in the retail investing world have the skillset or emotional fortitude to achieve it successfully. I mean successfully more than once. Because if it’s successfully done once, while profitable, I would argue that most likely it was luck over investing skill. Watch the latest Stock Talk: https://lnkd.in/gShVtyaz

Wondering how many months in advance you should apply for your first Social Security check? Learn that and other critical considerations about starting SS. Read today's blog: https://lnkd.in/giWmpQJ2

The S&P 500 closed the week at a new weekly all-time high close, on the back of “first blush” stronger than expected BLS jobs report which came in at 254,000 (150,000 expected) and the unemployment rate dropping. A government jobs report that will likely be revised lower materially, as has been standard for almost 15 months now, in 2025. Treasury yields rose sharply in the wake of normally seasonally stronger October data which reduced the odds of rapid Fed easing fand interest rate cuts for now. Equity prices managed to tick up on the week with the Dow Jones up +0.1%, S&P 500 up +0.2%, and NASDAQ Composite +0.1%). The “Soft Landing” (lower inflation, stable growth) “Goldilocks” scenario for the economy remains in play. Read the Weekly Market Update: https://lnkd.in/gVWS3duS

Almost every year that the S&P500 has gained the last 14 years, I recall hearing from many in the financial media that “this is the most hated bull market ever”.  And every year until now, I’ve disagreed with these calls. Until now. Why now? Well, those who have grown to know our team over the last 6 years of growth at Oak Harvest, should have come to know we like to stick to the data if we can. Folks the data says. Yes, this is one of the most hated bull markets in the last 40+ years. Watch now: https://lnkd.in/g_gUPKK2

Equities throughout the world rose last week led by a near historic rally from 52-week lows to 52-week highs by China stocks as inflation data continued to decline and the Chinese politburo broke out the fiscal and monetary bazooka to stimulate their woefully bad economy. Much to the dismay of September seasonal bear calls, the S&P 500 hit more all-time highs throughout last week, ending the week +0.64% higher. International equity markets rose as well, the STOXX 600 and FTSE 100 rising by +2.73% and +1.17%, respectively. The Hang Seng index surged +13.03% on the week and is up again this morning on FOMO by Asian traders, “Fear of Missing Out.” Read more: https://lnkd.in/gBp9S7KU

Born in 1958 – these are the full retirement age Social Security issues you need to know and make decisions on now. Read the blog here: https://lnkd.in/gTzPst5b

At least a couple times a year for the last 6 years, and numerous times in front of the 2020 Presidential election and recently, Oak Harvest prospects or clients have asked me about the coming “Great Reset”? Admittingly, the first few times I was asked this question, I had to Google the term as I had no idea what I was being asked about. In each instance, I was asked the question first out of fear of an impending stock market collapse or a government takeover of our personal and financial freedoms. I’m here to address to date the history of what fearing these messages, stories or rumors from youtubers, financial soothsayers, politicians, or downright con artists has done to your money. Watch now: https://lnkd.in/gEBa4WZa

🎉🎂 Join us in celebrating the birthday of our CEO & Founder, Troy Sharpe CFP®! 🎂🎉 With visionary leadership and unwavering dedication, Troy has helped build Oak Harvest alongside Jessica Cannella into what it is today—a trusted partner in guiding you toward a secure and fulfilling retirement. Here's to another year of inspiring innovation, helping clients achieve financial peace of mind, and making a positive impact in the retirement planning world. Happy Birthday, Troy! 🎉 May this year bring even more success and happiness! #HappyBirthday #Leadership #FinancialPlanning #RetirementPlanning #Inspiration #CEO