Episode Details

If you are approaching retirement — or already retired — understanding potential market dynamics ahead is an important part of long-term planning. In this episode, the investment team at Oak Harvest Financial Group shares its perspective on what investors may face in 2026, including the role of corporate earnings growth, valuation considerations, interest rates, and the likelihood of increased market volatility. We discuss:

• Why earnings growth is a key long-term driver of stock market performance
• What current consensus forecasts suggest for S&P 500 earnings
• How productivity gains, including AI adoption, may impact corporate margins
• Why periods of higher volatility have historically created both risk and opportunity
• How historical market cycles may provide context — not predictions — for future market behavior

This video is intended to provide market context and education, not forecasts or guarantees. Markets do not move in straight lines, and outcomes can differ significantly from expectations. Our goal is to help investors think more clearly about risk, discipline, and long-term decision-making — especially during uncertain or volatile periods. 📅 Join our 2026 Market Outlook Livestream on January 29, 2026, where we will further discuss the factors shaping today’s markets and what long-term investors may want to consider. 👤 About Chris Perras, CFA®, CLU®, ChFC® — Chief Investment Officer Chris Perras serves as Chief Investment Officer at Oak Harvest Financial Group, where he leads investment strategy and directs the firm’s research efforts. With decades of experience in financial markets, Chris is responsible for developing Oak Harvest’s core market outlook and guiding portfolio strategy for clients. Chris completed his undergraduate studies at Georgia Tech and earned his MBA from Harvard Business School. Driven by a commitment to professional excellence, he holds multiple advanced designations, including Chartered Financial Analyst (CFA®), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®). Chris also hosts Oak Harvest’s weekly vlog and podcast, Stock Talk, where he discusses market trends, economic developments, and investment concepts to help investors stay informed and engaged. 🎙️ About Stock Talk Stock Talk is a weekly vlog and podcast that shares the Oak Harvest Financial Group Investment Team’s perspective on the stock market, the economy, and investing. Hosted by Chief Investment Officer Chris Perras, each episode combines market discussion with investor education to help viewers stay connected to their financial lives. New episodes are released weekly. 📞 Retirement Planning Support Do you need a retirement plan that goes beyond asset allocation — one designed around your retirement vision and legacy? You can schedule a complimentary visit by calling 877-896-0040 or by visiting: 👉 Click2retireclick2retire.com/lets-connect ⚠️ Important Disclosures Content of Oak Harvest podcasts expresses the views of the speaker and is for informational purposes only. Oak Harvest believes that any data, articles, or information cited are reliable at the time of creation but does not warrant that such information is correct, complete, accurate, or timely. References to third-party analysts or data sources should not be viewed as an endorsement of their views or recommendations. Investors should conduct their own research before making investment decisions. The views and opinions expressed are subject to change without notice. Nothing presented constitutes personalized investment, tax, or legal advice, or an offer or solicitation to buy or sell securities. Indexes such as the S&P 500 are not available for direct investment, and results for individual investors will differ. Any strategies discussed may not be suitable for all investors. Investing involves risk, including the possible