Skip to content
Book an Appointment
Search
Retirement Capital Strategies
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
    • Book An Appointment
    • Ask Tom
  • Existing Clients
    • BlackDiamond Portal Login
    • Schwab Alliance
    • BlackDiamond FAQ
  • Form CRS
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
    • Book An Appointment
    • Ask Tom
  • Existing Clients
    • BlackDiamond Portal Login
    • Schwab Alliance
    • BlackDiamond FAQ
  • Form CRS
  • July 14, 2020

Shelter-in-Place Market Update 7.14.2020. Strong finish.

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, everyone, Welcome to Tuesday, the S&P 500 was up a little over 1.3% today, which was fantastic. We made back everything that we lost yesterday, and then some finished really strong right at the end. So I’m hopeful for tomorrow. Also, the probably biggest story that’s happening is Friday, Monday. And today, we’ve had leadership from the industries that have struggled the most, during this virus situation, airlines or cruise lines or energy companies. And those types of things are really leading the technology and advanced healthcare area that we are invested in, held its own today. But those other areas are starting to kind of outpace. And what’s happening is there’s news coming out on a fairly regular basis about potential vaccines, potential therapies, potential cures, none of these are at a point where you know, we’re going to be able to use them, some of them aren’t even being tested on humans yet.

But the market doesn’t need 100% certainty to start betting on it, you know, what might happen in this year, what might happen in 2021. And so we are seeing some motion there. And of course, if the virus was to go away, those industries have a chance to come back. And more importantly, they’re really, really low right now. So I just don’t like to buy those types of targeted indexes. Because something that fell 50 to 80%. You know, when the market fell 35, isn’t something I really want to put in the portfolio, I think there’s too much risk there. And I really don’t like doing bottom fishing. What has happened for us with advanced health care and the technology arena, you know, the virus has moved us forward a few years. And so we’re investing in the future, but all of a sudden, the future is now. And so I think these are things that even when they do fall, people start to come in and nibble at them and keep them moving and keep them moving up. Because everybody’s seeing the same things. These are companies that that are going to survive and thrive.

As a matter of fact, we have a presentation coming up from BlackRock, the largest money manager in the world. And they make the shares that we use in our portfolio, they’re going to specifically present about the mega trends, the big mega trends that they see, and the AI shares that they’ve made for those a lot of which you own, so you might want to join that it’s gonna be August 4th at noon. We’ll send out some other information on that shortly. But thank you for listening today. I look forward to talking to you tomorrow, and we’ll see how this goes. Thank you very much.

Book an Appointment with Tom
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.

Share:

Announcements:

Important Reminders About the September 5th Schwab Transition

Retirement Capital Strategies Launches Digital Studio!

Sneak Peek into Talk Money with Tom New Digital Studio!

Talk Money with Tom Fridays at 12:15pm Pacific!

Events:

More Posts:

PrevPreviousShelter-in-Place Market Update 7.13.2020. Vaccine might be on the way.
NextShelter-in-Place Market Update 7.15.2020. Don’t rule technology out yet.Next

We Help Our Clients
Build and Maintain their Wealth

  • About Us
  • Investing
  • Retirement
  • Social Security
  • Contact Us
  • Disclaimer
  • Media Disclaimer
  • Getting Started
  • Client Hub
  • FAQ
  • Form CRS: Client Relationship Summary
  • Investment Advisor and/or Firm Lookup

Follow Us

Facebook-f Youtube Linkedin
Book An Appointment

© 2020 Retirement Capital Strategies

  • Getting Started
  • Testimonials
  • About Us
  • Managing Your Wealth
  • Helping You Retire
  • Maxing Social Security
  • Client Hub
  • Talk Money with Tom
  • FAQ
  • Contact Us
  • Form CRS
  • Contact Us

Retirement Capital Strategies
1190 Saratoga Ave., Suite 140
San Jose, CA 95129
Tel: 408-551-6100
Fax: 408-551-6161

Facebook-f
Linkedin
Youtube