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Retirement Capital Strategies
  • Getting Started
  • Testimonials
  • Learn More
    • About Us
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    • Managing Your Wealth
    • Helping You Retire
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  • Talk Money with Tom
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  • January 14, 2021

Shelter-in-Place Stock Market Update 1.14.2021 – News of additional stimulus should help the market.

Disclaimer - Read More

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.

Transcript

Hello, everybody, welcome to Thursday, the S&P 500 was down almost .4% today, but we did pretty well across the board. On average, our accounts are actually up today, which I really like I love when we’re up one in a down, in a down market. And it was really led by the Genomics and the Advanced Healthcare pieces, which which were up like four and a half, to three and a half percent. And the Innovative Technology components, you know, Clean Energy is looks like it’s kind of taking the week off, at least is sort of going sideways, which is fine.

But Clean Energy was the big, big winner last week. And I think the big story, in terms of the stock market to talk about, I guess one of the interesting things that I’m finding right now is that the stock market is pretty far down on the list of things that are interesting right now, you know, the political arena is quite amazing right now, obviously. And of course, the virus is you know, going and your results from, you know, people taking the vaccine, and then we’ve got the stock market, but the part of the stock market that I find very fascinating right now is the stimulus that they’re talking about.

So Biden’s going to give a national address 7:15 Eastern Time, and talk about probably a lot of things, but one of the things supposedly is going to be this potential $2 trillion stimulus package. So that’s a really big deal. The last time they did a $2 trillion package was back in March of last year. And combined with the Fed’s actions and the Treasury actions, we saw a really good market out of that they just signed a $900 billion, you know, stimulus bill in December. So I think these types of things are going to really provide additional support to the market, and you’re going to continue to see things potentially do well, again, you know, they’re talking about money going to the states and municipalities, which would be a stimulus to the market, I believe, money is going toward the vaccine development, which again, I mentioned, the number one thing we have to watch for is the vaccine, you know, rollout and making sure that to work.

So I think that can be a big deal. And then they’re talking about the $2,000 stimulus. And I’ve heard both that they might do $2000, more or $1400 more, because they’re just about to do $600 from the last bill. So, you know, we’ll see what happens there. You know, it’s a little early to tell what’s truly going to happen. But I will say the market is going to already start to move on this news, we are going to continue to see these things do well. And probably the reason that we saw such a huge move today in our Advanced Healthcare is because the component of the talk that’s supposed to be about the vaccine distribution and more money going towards the vaccine distribution to get that out faster and what have you, which obviously is quite profitable for companies like Moderna, which we have, obviously, in our portfolio with the Advanced Healthcare components. So I think you know, this could be a really exciting time so far. We’ve had a great year already. It’s only you know, the second week here, but let’s see what happens tomorrow. Thank you very much.

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Disclaimer - Read More

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.

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PrevPreviousShelter-in-Place Stock Market Update 1.13.2021 – All the reasons 2021 might not be like 2000.
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