Market Update: April 6, 2022 Fed Minutes Drop The Market

Tom Vaughan is a Certified Portfolio Manager and CEO of Retirement Capital Strategies. Retirement Capital Strategies is a registered investment advisor located in San Jose, California.

The opinions voiced in these presentations are for general information only and are not intended to provide specific advice or recommendations for any individual(s). The information provided herein is obtained from sources believed to be reliable, but no reservation or warranty is made as to its accuracy or completeness. Statements and opinions are subject to change without notice. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Accordingly, you should not rely solely on the information contained in these materials in making any investment decision as the material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned in this presentation. Before acting on information discussed in this presentation, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment advisor. Prospectuses, investment objectives, risks, charges and expenses of any investment product should be reviewed carefully before investing. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Retirement Capital Strategies and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Tom Vaughan or Retirement Capital Strategies unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information, comments and questions. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Investment positions mentioned in these videos may be held in some of our existing portfolios. Tom Vaughan and Retirement Capital Strategies are unaffiliated and separate from those companies whose investment positions are mentioned and is not liable for their products or services.

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Transcript:

Tom Vaughan:

Everybody, welcome to Wednesday, the S&P 500 was down almost 1%. Today, big catalyst was that the minutes came out from the meeting from the Federal Reserve in March. And they talked about reducing their balance sheet. And you probably recall, during the pandemic that the Federal Reserve was purchasing bonds to create liquidity. So something that we really started doing, for example, to recover from the 2008 downturn. It’s called quantitative easing. So they were buying $120 billion worth of bonds, mostly treasuries, but some, some, you know, mortgage bonds. Also, starting in November, they started cutting back on what they were purchasing by March, they weren’t purchasing any, but their balance sheet went from about 1 trillion to 9 trillion in that timeframe. And so now in the minute, they’re talking about starting to reduce their balance sheet by 95 billion month, starting possibly in May, and these were discussions, it’s not something that’s been decided yet, so we’ll find out what really happens. But nonetheless, the market responded to that, because it’s a little bit more and a little bit sooner than was expected. And, well, here’s a couple things that I think are important number one, is that the Federal Reserve currently has roughly a quarter percent federal funds rate, we just increased that you know, in March, and has $9 trillion on the balance sheet. And what that does is it kind of takes away some of the power that they have if something were to happen. So as they start to raise rates, it gives them room to maybe lower rates, again, if something happens, as they start to reduce their balance sheet and allows for, you know, the power to re re inflate the balance sheet if they need to, to create more liquidity.

So I think that this can be an okay thing. And I will say something I think it’s very important to doesn’t seem like a lot of the articles I’m reading agree with this. But you know, Chairman Powell, the Fed Reserve, head of the Federal Reserve, has been talking about that the economy is strong enough to handle these increases. So if they cut back on bonds, that has the possibility of slowing down the economy, as they raise rates, that obviously has the possibility of slowing down the economy. But their outlook is that the economy is strong enough, I happen to agree with that. I’ve been saying that from the get go. This is a different economy. This is a Re-opening economy. This isn’t a, hey, we just had a recession, we’re coming out of that, slowly. But surely, this is hey, we all parked sideways for a while. And now we’re all coming back off. I’ve got a lot of clients, for example, been talking to you about all their plans, things they’re going to do travel things they want to do that they weren’t able to do over the last couple of years. And the whole world’s going to be in a similar situation here. So here’s the thought process that, you know, hey, if the economy is very, very hot like it is right now, and it kind of stays up in that area. They can slow and do some things to slow things down and maybe bring it down into a proper zone, which is what they’re trying to do without kicking us immediately into some kind of recession, which is what I keep reading all these articles. I don’t really see that right now. It’s possible, but not very probable, in my opinion. So anyway, we’ll see what happens the market did recover some of its losses today. So hopefully, there’s some dip buying that came in. And I still think you know, this is part of this big run up that we had kind of come back down for a while before we kind of have another leg up if we’re going to have one. So interesting day. I think that this is news that is you know, a little bit new, but I don’t think it’s as bad as everybody thinks it is as far as that goes. So we’ll have to wait and see what goes on here. I look forward to seeing you tomorrow. Thank you very much.

Tom Vaughan is a Certified Portfolio Manager and CEO of Retirement Capital Strategies. Retirement Capital Strategies is a registered investment advisor located in San Jose, California.

The opinions voiced in these presentations are for general information only and are not intended to provide specific advice or recommendations for any individual(s). The information provided herein is obtained from sources believed to be reliable, but no reservation or warranty is made as to its accuracy or completeness. Statements and opinions are subject to change without notice. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Accordingly, you should not rely solely on the information contained in these materials in making any investment decision as the material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned in this presentation. Before acting on information discussed in this presentation, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment advisor. Prospectuses, investment objectives, risks, charges and expenses of any investment product should be reviewed carefully before investing. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Retirement Capital Strategies and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Tom Vaughan or Retirement Capital Strategies unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information, comments and questions. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Investment positions mentioned in these videos may be held in some of our existing portfolios. Tom Vaughan and Retirement Capital Strategies are unaffiliated and separate from those companies whose investment positions are mentioned and is not liable for their products or services.

By participating in any of these live streams, you agree that any questions submitted by you might be used by us in the future on this YouTube channel. We will not share your personal information.

If you have questions, please write to us at: asktom@talkmoneywithtom.com.

  • MoneyGuidePro®
  • Advent Software/Black Diamond Reporting
  • Riskalyze, Inc.
  • thinkpipes®
  • Right Capital
  • YCharts, Inc.