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Oak Harvest Financial Group to Host Market Outlook Summit

On June 20, 2025, Oak Harvest Financial Group (OHFG), located in Houston, announced its upcoming Market Outlook Summit for the second half of 2025. This event, scheduled for June 24, will be streamed live at 6 PM CT and is part of the firm's bi-annual summit series that began in 2019.

The summit serves as a valuable communication platform for both current and prospective clients, allowing OHFG's investment team to share their insights and analysis on recent market activities and future expectations. Leading the presentation are Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer, along with Charles Scavone, CFA®, Director of Investments. They both have a strong background in enhancing assets under management across some of the top-ranked funds.

The summit will include key highlights such as:

• - Review of Market Trends: An overview of economic developments from the first half of 2025.
• - Future Projections: Predictions concerning interest rates, inflation, sectors to watch, and broader macroeconomic trends.
• - Risk and Opportunity Analysis: Insights into challenges and opportunities that long-term investors may encounter.
• - Market Navigation Strategies: Suggestions for maneuvering through market volatility with confidence and clarity.
• - Interactive Q&A Session: A chance for attendees to ask pressing retirement and market-related questions.

In a statement about the summit, Troy Sharpe, CFP®, CPWA®, CTS®, and Founder/CEO of Oak Harvest emphasized, “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.” He continued by describing the summit as “a comprehensive forecast that will act as an actionable roadmap for you over the coming period.”

Interested individuals are encouraged to RSVP promptly in order to secure their attendance at the 2nd Half 2025 Market Outlook Summit.

About Oak Harvest Financial Group
Based in Houston, Oak Harvest Financial Group specializes in full-service retirement planning and investment management, utilizing customized strategies tailored to meet individual investment needs.

Media Contact:
Corinne Chase
OHFG Marketing Specialist
(281) 949-7404
info@oakharvestfg.com

This article is intended to provide general information for understanding essential financial planning strategies and should not be taken as legal or financial advice. All investments carry risks, including possible loss of principal. Investment strategies cannot guarantee profits or shield against losses during downturns.