Shelter-in-Place Stock Market Update 1.11.2021 – Will the 2nd Impeachment attempt impact the stock 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

Hello, everybody, welcome to Monday, the S&P 500 was down almost .7% today. And there was a really interesting leadership for the stocks that did do well today. They were mainly concentrated in the area of what I call the Recovery Stocks: your banking and finance and those types of stocks that seem to be needing the virus to, you know, get under control in order to do well. And but I’ve been getting quite a few questions about whether or not this Trump impeachment attempt, the second one, is going to have an impact here on the stock market. And so let me cover that just real quickly.

So I presented last year that I feel that the three key pieces that we really need to focus on in 2021 are the vaccine, the pent up demand, and the interest rates. So if we take a look at each one, does the impeachment, you know, have an impact on the vaccine, the efficiency of it, and how that’s going to work in those types of things? I don’t think so. I mean, it’s coming out slowly, it needs to come out more quickly. But at least we’re hearing, you know, very few real horror stories about people that took it. And so that’s a good sign, I think things are going in the right direction there.

The next one, of course, is just the pent up demand. I expect the pent up demand will come you know, after the vaccine really gets released, and everybody starts to take it. So that’s going to be separated by time from this impeachment really look at that as sort of a second half issue for 2021. So I don’t think the impeachment has a big impact there. And then we got interest rates. Well, interest rates are interesting thing, you know, the Treasury 10-year treasuries now up to 1.1%, which is still ridiculously low, but it was at .7, so it’s rates are coming up just a little bit. But none of that has any impact or has been caused by the cons, the concept of doing a second impeachment attempt.

So I really think all three of those are still in place. But there is now kind of a fourth thing, because the Democrats won in Georgia, there is now a thought that they might be able to push through some more stimulus. And I think part of what we saw in the big returns that we had last week was that thought, especially because it came mostly after the election in Georgia was over. And so, and this impeachment somehow impact of future stimulus bill, I don’t think the stock market needs more stimulus. And there’s a lot of controversy about stimulus. And I won’t get into all of that.

But I will say if they put out more stimulus, the stock market will go up even more in the short term, long term. And how do we pay it back? There’s all kinds of issues. But in the short term, the stock market goes up with more stimulus that I can say, quite confidently. And so does this second impeachment impact the possibility of another stimulus? Does it create more political divide, which is actually kind of hard to imagine, with what’s happened so far, but it’s possible.

There might be some give and take that has to happen there for this to go down, and that could weaken or create problems for the other stimulus bill. So I consider that kind of the fourth piece, it’s the icing on the cake. As far as the stock market goes, I’m not too worried about that next stimulus as far as the stock market goes very important for all kinds of different reasons. But the stock market is doing quite well. You know where it is right now. And the way things that are going so I don’t see it, as you know, the impact of the second impeachment, I think is going to be somewhat muted. And I think we’ll be okay as far as that goes.

So, so that’s kind of the message of the day. I hope that we get a chance to look at what’s going to happen tomorrow. I you know, we should be able to get our pieces back on track here. We just had such a fantastic week, last week. We had some pieces take a rest today, and I’m okay with that. I think we’re doing really, really well. So look forward to talking to 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.