Registered Investment Advisory (RIA) firm Oak Harvest Financial Group (OHFG), based in Houston, is pleased to announce their 2nd Half 2025 Market Outlook Summit. The event is part of the Company’s bi-annual Market Outlook Summit Series, launched in 2019. It will take place at 6pm CT via livestream on Tuesday, June 24, 2025, presented by Oak Harvest’s investment team.

The Summit Series was established as a value-added communication tool for customers and prospects, providing a means for the investment team to share experience, perspective, expectations and insight regarding past, present and future market activity. Chris Perras, CFA^®, CLU^®, ChFC^®, Chief Investment Officer, and Charles Scavone, CFA^®, Director of Investments, lead the investment team. Combined, they have a record of substantially increasing assets under management (AUM) for a number of top-ranked funds.

They join Oak Harvest Founder and CEO Troy Sharpe, CFP^®, CPWA^®, CTS^®, to present a top-down view of what the investment team is thinking and what they believe will be important factors for consideration as we enter the second half of 2025.

Key elements of the livestream Market Summit will include:

Recap of market activity and economic developments during the first half of 2025

Projections for interest rates, inflation, market sectors, and macroeconomic trends in the months ahead

Insights into current opportunities and risks facing long-term investors

Strategies to help navigate market volatility with greater clarity and confidence

Interactive Q&A session addressing pressing market and retirement questions

“I believe the upcoming summit is an important tool that customers should use to their advantage. After all, it’s your money that we are managing, so it should be important to you to understand what we think regarding the second half of 2025,” offers Sharpe. “Think of it as a comprehensive forecast that will act as an actionable roadmap for you over the coming period.”

Learn more and be sure to RSVP right away to secure your space at the 2nd Half 2025 Market Outlook Summit.                 

About Oak Harvest Financial Group

Houston-based OHFG is a financial advisory firm specializing in providing full-service retirement planning and investment management services nationwide, employing proprietary strategies and plans that are customized to your investment needs.