Market Update: January 5, 2022 Market Drops On Federal Reserve Minutes

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:

Everybody, welcome to Wednesday, the S&P 500 was down 1.94% today. And the big catalyst on the downside was the Fed minutes that came out. So they had their meeting last December, and the minutes for that meeting came out today. In there, there was some surprising announcement essentially, or the discussion that people weren’t quite expecting to have happened. And so they’ve already announced that, you know, they’ve got two ways of increasing the economy, lowering interest rates and buying these bonds. And they’ve announced that they are going to cut back on buying these bonds to the point where they’re not buying anymore by next by March. And they’re also going to start to raise interest rates. And so those are two big ones that we’ve already kind of know about it.

But one of the things they talked about at this meeting that was a little bit of a surprise was the fact that they also might allow their balance sheet to come down. Now, this is just discussion that they’re having as far as that goes. But what happens in the balance sheet, when they’re buying those bonds, they end up on their balance sheet, and they can either let them expire, or you know, sell some to shrink down their balance sheet. All three of those are designed to kind of slow down the economy, you know, when you stop buying the bonds, and you start splitting them off the balance sheet, and you raise interest rates, all designed to fight inflation. And so I think one of the things that is interesting here is that there’s this big assumption that we’re going to have inflation. And I think sometimes we have to be a little bit careful about those assumptions.

Remember, very specifically, last year, you know, the March timeframe, they felt like the 10 year treasury was going to skyrocket up to two and a half percent high inflationary situation. And, you know, we had some definitely, but things were moderated the stock market still did really well, even in that timeframe. So have to a little bit careful here with what is going on. Because supply chain issue has been getting better so far, you know, people are coming back into labor force at a fairly rapid rate. So if we have a lot more people back in labor force, all of a sudden, those jobs become more competitive, and that the increases that they’re having to get, you know, to get people into these jobs might slow down some and that could slow down inflation. And there’s a whole bunch of scenarios. And I do think there’s a, you know, likelihood that inflation is a problem this year. But I also think it would be a mistake to just assume that what’s going to happen, because it might not. And so, I think, you know, having a balanced portfolio, having broad indexes in your piece, having a portfolio that’s somewhat designed for some volatility, which I really feel like we’re going to see more of this year.

I still feel like we’re going to see a positive rate of return, you know, the average rate of return after 20 plus percent year, going back to you know, the World War Two has been a 10.4% average rate of return in the following year. So, but I still think that 10.4%, if we get into something around that number, will be you know, it’d be a lot more ups and downs. Because of this, because the Federal Reserve is coming out when they speak, you can see how much the market cares about what the Federal Reserve is talking about, much more so than anything else. And so it’d be very fascinating to see how this plays out. So, anyway, I think that, you know, we’re well positioned, we’re okay, the markets are still on an upward trend. You know, we’ll see what happens going forward, but we’ll, we’ll keep an eye on it. So take, take good care, and I’ll see you and talk to you tomorrow. 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.