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  • Getting Started
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    • About Us
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  • Talk Money with Tom
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  • April 14, 2021

Market Update 4.14.2021 Today might be a preview for the rest of the year.

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 Wednesday, the S&P 500 was down about .4% today. Really fascinating day though we had the NASDAQ down, you know more a little bit more than a percent, and the Dow is actually up. And so let me share my screen just so we can talk about kind of what I was talking about yesterday, and give you a little bit of a, refresher here. So I presented this yesterday, I’m not going to go over it all. Again, you might want to watch the video from yesterday, if you haven’t already. But what we saw today was some of the effects of the virus, starting to come under control, several big banks released their earnings, they were very good on average, and quite a bit higher than what was expected, which is exactly what’s happening here. Those were higher and better because the virus is starting to come down. And you’re seeing this activity inside the banks. And of course, if it’s happening in the banks, it might be happening in lots of different places.

And so then again, boom, we saw that inflation pressure possibly coming in, and the yields on bonds going up. And of course, growth stocks came down and the NASDAQ was down and what have you, value stocks went up, and that was referenced by the Dow, but our value stuff went up way higher than the Dow is, on average, our traditional model was up a half a percent today. And our ESG model is up about .3% today. So I mean, really good in a down day for the S&P and what I was talking about was, you know, if you’re in the growth area, you could get hurt as this stuff starts to happen as the virus gets under control, but also the broad market could get hurt too. So if you look at the Vanguard’s Total Stock Market Index, it was down today also down a quarter percent, again, because growth stocks make up the biggest component of the broad market. So when this falls, the broad market will underperform also. So anyway, that’s that’s kind of what we saw today.

Very fascinating. Exactly what I was talking about yesterday happened today. And so I don’t think it’s going to happen every day right now. But it will, in my opinion, be the major trend. Because when companies have huge earnings, surprises, that just gets a lot of attention. A lot of money goes in that direction. Of course, it’s not going into the growth stocks. And so if you keep seeing surprises, they’re all going to probably happen in the same kind of area, these Epicenter stocks, the stocks that were affected by what happened, last year around this time, exactly. So you’re now seeing this, recovery of those companies. And that recovery is happening faster than the analysts are expecting. And so really fascinating to see how this is going to play out, but a very good day for our portfolios today.

So one of the things we are doing now we’re starting to post other videos on our channel. We’re going to take some pieces from Go Live With Tom, different things like that, if you want to get notice of those. And you just want to look here, as you’re watching this video, you can just subscribe to the channel, you just push the subscribe button. And then there’s a little bell next to it, you can push that if you want to get notification of other pieces that we’re putting into the channel. You’ll also get notified of the live stream starting to so in case you want to watch that. So nonetheless, great to talk to you today. Look forward to seeing what’s gonna happen 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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