Market Update: January 19, 2022 Market Continues Down Now What?

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:

Hello, everybody, welcome to Wednesday, the S&P 500 was down 1%. Today, yesterday I talked about the Vanguard Total Stock Market Index being in a range. And that it was, you know, towards the bottom of that range, or today it fell through the bottom of that range. So that is somewhat significant. However, there’s only a 6.6% drop on that index so far from its high point that was established on January 4 to today. So that type of downturns pretty common. The last time we had that much of a downturn was actually just back in October, same kind of situation where people worried about inflation worried about what the Federal Reserve was going to do. And then it turned around when when earnings came out, and the big companies which are going to be reporting over the next few weeks, are, you know, the apples, the Microsoft’s the Googles, and such are the ones that really, are the big representations in these indexes that tend to drive them up or down, depending on how they’re going. And so they those indexes took off, you know, at the end of middle of October to the middle of November, just because of the earnings, you know, that came out that were actually really good. So we’ve had six quarters in a row or beat expectations on earnings. So hopefully this quarters the same, we might see some bounce there. So we’ve got to watch for that.

The other thing to keep in mind here is that, you know, in the early portion of a tightening cycle, like the Federal Reserve is dealing, you do get a lot of volatility, oftentimes, after the first rate cut, you get some downturn, but overall, within the six to 12 month period, you have a positive rate of return on average. And so there’s there’s a whole bunch of things that happen there, you got to remember, the reason that they’re raising interest rates is because of inflation. And the reason we have inflation is because the economy’s pretty hot. There’s a lot of demand that’s happening that’s being driven.

There’s some other reasons was supply chain constraints and labor issues and what have you. But you wouldn’t have inflation unless you had a lot of demand, which is what we have. And so oftentimes, you’ll see the market do quite well, overall, during these, you know, rate increase periods, and because the economy’s doing well, and that’s why they’re raising the rates. But you do get some volatility, I think we can take advantage of that volatility, do some rebalancing at appropriate times. Having said that, you also want to be careful of some other big type of a downturn. So I have my strategies in place on how to pare back on some of the pieces of the portfolio to reduce the risk if things start to deteriorate further. So you know, we’ll have to wait and see what happens, but overall, not too worried about what’s happening at this point in time, we’d love to see going up. But again, I’ve said this a lot of times before, sometimes you need to see some downturns to get some buying to come in kind of bargain shopping to get that momentum to get it to move up again. So you know, we’ll have to see how this plays out. But look forward to see what’s gonna happen 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.