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Retirement Capital Strategies
  • Getting Started
  • Testimonials
  • Learn More
    • About Us
    • FAQ
    • Managing Your Wealth
    • Helping You Retire
    • Maximizing Social Security
  • Talk Money with Tom
  • Contact Us
    • Contact Us
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    • Ask Tom
  • Existing Clients
    • BlackDiamond Portal Login
    • Schwab Alliance
    • BlackDiamond FAQ
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  • October 1, 2020

Shelter-in-Place Market Update 10.1.2020. The pandemic has helped some technology businesses.

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. Really good day today, lots of green on my charts, the markets were quite strong as a whole, S&P 500 was up a half a percent for the day. Really good. We’ve had a lot of good days in a row here, we kind of came out of that low last week. And we’ve been just moving forward on a pretty consistent basis, we got down to that major support level and buying came in. And we’ve just continued to see that buying come in. But I’m even more excited today about the targeted indexes that we have continue to outperform the S&P 500, again, led by clean energy, which which wrote up over 3% today, but innovative technology was also over 3%. And then semiconductors, and software were in that 2% range.

And so really, you know, those are big differences over the half percent on the S&P 500. Of course, one of the problems the S&P 500 has, and one of the reasons why we’re not so much invested in it as we used to be, is because there’s big chunks of companies in there that are struggling. And so a company that needs face to face interaction, in order to operate is obviously you know, going to have a probably a lower chance of having great revenues and earnings in this environment with the pandemic, of course, and those companies that don’t require that face to face connection, are able to continue to operate at a pretty good level. And again, another subset is actually been enhanced by the pandemic, you know, zoom, you know, I’ve met with a lot of you on zoom for our review appointments, just an amazing thing that’s happened to them, right company, the right time, DocuSign, that does the document transfer really, really big time area right now, too.

So DocuSign was up a lot today also, there seems to be a realization that, you know, the government can’t just continue to put out money and they can’t agree sometimes to put out the money. And so those companies that are kind of the reopening stocks that need that face to face, are gonna have some trouble. And so we’re seeing some big layoffs that are coming through from airlines, Disney and those types of things. And these other companies are really one of the only places to go.

So again, you lower interest rates, and all these things come back and we’re in the right spot. It doesn’t always stay that way. We had a pretty bad beginning of the month in September, but it started to come back and it’s still going here in October. So we’re in the right place, you know, I feel very strongly about that, actually, that could change and will change with it. And we’ll get more broad when we can. And we’ll move into different areas as they work and we’ll try to continue that. But really, I feel like things are going very, very well for us. So I will look and see what’s going to happen tomorrow. And I’ll let you talk to you about that then. Thank you.

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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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