The Investor Mindset

Ep 06 - Trading vs. Investing

How does Trading differ from Investing? And is it important to understand the difference? Join James McFarland, Senior Portfolio Manager at Oak Harvest Financial Group, a Houston wealth management and retirement planning firm as he covers the key differences between trading and investing...and why it matters

Ep 07 - How Investors Fool Themselves

Can investors fool themselves? Come join James McFarland of Oak Harvest Financial Group, a wealth manager and financial advisory firm in Houston TX, for a discussion of how investors can wind up fooling themselves in the capital markets

Ep 08 - Telling Stories and Connecting Imaginary Dots

Humans are natural story tellers. But what impact does this have on us as investors? On Episode 08 of The Investor Mindset, Senior Portfolio Manager James McFarland explores how the tendency to create stories can negatively impact investors, and then talks about a different approach we can take!

Ep 09 - The Value of an Advisor

Join James McFarland for the 9th episode of the Investor Mindset as he discusses the different roles that a financial advisor can play for clients, and the value of having an advisor you can trust

Ep 10 - For Further Reading...

On the final episode of The Investor Mindset, join James McFarland as he goes through several book recommendations for anyone interested in learning more about Wall Street, Investing, Crowd Psychology, and other topics discussed over the course of the series.

Ep 05 - Short-Term Past vs. Long-Term Future

Senior Portfolio Manager James McFarland of Oak Harvest Financial Group explains how the media can push investors towards making long-term Future decisions based on short-term Past events, how that can impact portfolios, and a better approach to take.

Ep 04 - Can You Find the Golden Ticket?

James McFarland, Senior Portfolio Manager at Oak Harvest, a wealth manager specializing in retirement planning and financial planning, discusses the pitfalls of what seems to be a common investing approach, and then covers a different way of investing on episode 04 of The Investor Mindset!

Ep 03 - The Gambler vs. The Investor

Is investing just another form of gambling?? James McFarland, Senior Portfolio Manager for Oak Harvest Financial Group, a wealth management and advisory firm in Houston, TX aims to give investors more confidence as he discusses key differences between the two activities

Ep 02 - DO SOMETHING! (The Dangerous Impulse)

When the market drops, the "DO SOMETHING!!" impulse can be very strong. What options do long-term investors have in the face of these emotional impulses? Senior Portfolio Manager James McFarland discusses it on the second episode of The Investor Mindset.

Ep 01 - Investment Fads and Tuning out the Noise

Welcome to the 1st edition of The Investor Mindset! James McFarland, Senior Portfolio Manager at Oak Harvest Financial Group, a wealth management and financial advisory firm in Houston, Texas, introduces the show and then dives into a discussion of investment fads, trends, and the value of tuning out the noise.