Market Outlook Summit: 2nd Half 2025

Join us on Tuesday, June 24, 2025, at 6:00 PM CT for a special livestream as Oak Harvest’s Investment Team returns for our bi-annual Mid-Year 2nd Half 2025 Market Outlook Summit. Our team will break down the major market trends shaping the year so far and offer insights on what may lie ahead for the second half of 2025 — all with your retirement planning in mind.

What to Expect:

• A recap of key market activity and economic developments from 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.
• An interactive Q&A session with Oak Harvest’s Investment Team to address your most pressing market and retirement questions.

Fully in-house and dedicated to our clients, the Investment Team focuses on helping families and individuals have a better investment experience and achieve their investment objectives. The team's expertise includes portfolio management, investment research, multi-asset portfolio construction, investment technology, financial planning, and trading.

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 *****