2024 Stock Market Wrap-Up: Hits, Misses, and Insights from Oak Harvest Investment Team

Join Oak Harvest's investment team on December 19, 2024 at 6pm CT for an insightful livestream as we review 2024 and uncover key takeaways to help shape your retirement planning strategy. We'll break down what worked, what didn’t, and how the year's market movements impacted retirement portfolios. Expect a candid discussion about lessons learned and actionable advice to optimize your retirement plan for the future. Whether you’re nearing retirement or looking to refine your strategy, this session is packed with valuable insights you won’t want to miss. This session will also be a great precursor to our semi-annual Market Outlook Summit happening in January, discussing what our team predicts for the first half of 2025.

RSVP for our 1h2025 Market Outlook Summit on January 23, 2025 at 6:30pm CT: https://click2retire.com/1h-2025-mos-questions

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. You will be excluded from the drawing if winning will result in you violating the Oak Harvest gift policy. 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 December 19, 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 December 19, 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