Market Update: August 30, 2021 The Market Is In The Zone

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 Monday. The S&P 500 hit another all-time high today: It was up .43%. That is the fifth all-time high in the last six trading days. The market’s in a really good spot; and it’s really going well. And really, the whole reason the market’s doing well, is because we’re in the zone where inflation is less likely, and deflation, or even recession, is also less likely: We’re right in that middle; right where you want to be. And with the lower interest rates, there’s not a lot of other places to go: Bonds aren’t paying that much, and the banks aren’t paying that much, and so people are moving into the stock market; and we continue to see really good strength.


A couple weeks ago, we had a downturn: It looks like it could have developed into something, into a bigger downturn; especially since it was August. And here we go: We ended up with recovery pretty quickly. Everybody was talking about how slow August can be, and that’s true, but this August again, we were up 3% so far on the S&P 500 for the month. So, really good: We still got another day to go here before the month closes out.


But last August, we did well, too. And so that’s why you got to be a little bit careful about the seasonality issues. People talk about, “sell in May and go away,” and “buy back in November.” And, I’ve looked at those year after year, and I don’t know that it’s very good trading strategy, at least from what I’ve seen; so we’ll see how things play out here.
But it is very strong; today was really strong: Apple hit an all-time high today. There was some great things happening today, and I’m very excited about what’s happening. The Federal Reserve has done what everybody was kind of hoping, in that they’re very clearly stating that they would like to start to cut back on the bond purchases at the end of the year, but they also stated that they want to be careful; and that they want to make sure that they don’t do things too quickly, to kind of kick us back down the hill, so to speak, and whatnot. And they also talked about kind of decoupling the bond: Cutting back on bond purchases, and the raising of interest rates; and there was some concern that might happen a lot faster. And they’re trying to separate those two pieces out, which I thought was very good.


So, the speech that was made from the Jackson Hole conference, which wasn’t actually in Jackson Hole, but was very well received. And we saw that on Friday, we’re seeing again today; and really good things are happening as far as that goes. So, we’ll have to wait and see what goes on, but right now the stock market is definitely a good place, and it’s been good for quite some time. A lot of the things that we had hoped to happen this year definitely are happening. So anyway, let’s look forward to seeing what’s going to happen tomorrow and look forward to talking to you then. Thank you.

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.