Stock Market Themes After Q1 Earnings: What Retirees Should Be Watching

The first quarter earnings season gave investors a fresh look at corporate profits, market leadership, interest rate expectations, and the broader themes influencing today’s stock market. In our livestream on Tuesday, May 26th at 6pm CT, Troy Sharpe, CFP®, CPWA®, CTS® is joined by Chief Investment Officer Charles Scavone, CFA®, and Capital Markets Strategist Chris Perras, CFA®, CLU®, ChFC® from the Oak Harvest Investment Team to discuss current themes running through the stock market after first quarter earnings season. This conversation is designed for retirees and pre-retirees who want more visibility into how market conditions may connect to their retirement income, tax planning, investment strategy, and long-term financial plan. In this livestream, we will discuss: 📌 Key takeaways from first quarter earnings season 📌 What current stock market themes may mean for investors 📌 Market leadership, valuations, and investor expectations 📌 How retirees may think about risk, income, and portfolio structure 📌 Why investment decisions should connect to a broader retirement plan 📌 Live Q&A with the Oak Harvest team, and a chance to win a giveaway for a $100 gift card to your favorite restaurant Submit your questions ahead of time here: https://click2retire.com/may-2026-liv... At Oak Harvest Financial Group, we believe retirement planning should be holistic. Your investment strategy is one piece of the larger picture, alongside income planning, tax planning, health care considerations, estate planning, and your long-term goals. Schedule here: https://click2retire.com/q1-earnings-... 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 ***** Giveaway 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 May 26, 2026 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. Two Winner(s) will be selected on May 26, 2026 during the Livestream and will be randomly selected for a chance to win a $100 restaurant gift card. 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