Market Update: March 21, 2022 What To Do When The Market Is Depressed?

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:

Tom Vaughan:

Everybody welcome to Monday, the S&P 500 was down point zero 4%. Today, almost made it all the way back, it was up in the green. Chairman Powell with the Federal Reserve was speaking talking about that they might have to get more aggressive if inflation continues to be a problem, maybe even do half point rate increases, the market drops on that he does talk about how he felt the economy could handle these rate increases, market started back up there. But I think really, when you look at the Federal Reserve, especially from last week, people are looking for the Federal Reserve to be able to try to get in front of this inflationary situation. And I feel like a lot of people were feeling like they’re behind. And now maybe they’re appreciating more this concepts that they’re talking about and getting more aggressive against inflation. Whether the Federal Reserve can stop inflation or not is a whole nother ballgame. But I do think the market is okay with these comments, you can see that we basically came all the way back today, which wasn’t true earlier this year when some of these comments were made.

So what’s going on right now is with inflation has to do with earnings. If you keep running inflation at higher rates, eventually you’re going to impinge earnings. And earnings are what really drive the stock market. And so, you know, we had some earnings come out today from Nike is sort of a bellwether company that people watch, just because it’s the beginning of earnings seasons, you know, so what’s going to happen with their supply chain? How did consumers do with the consumer portion of their products? They did fantastic. Actually, the numbers were really good, they beat expectations. So that’ll be interesting. See how that plays out tomorrow.

One other thing I found interesting today, there was a survey put out today by the American Association of individual investors, looking at individual investors, thoughts about the market did they feel like the market was going to go up or it’s going to go down? Only 23.9% of the people in the survey over the last 10 weeks, felt the market was going to go up. And this was a historic low for the survey that goes back to 1987. And so here’s the interesting thing about this part of the educational component of investing in the stock market, when a when a vast majority of that people get on the negative side. Basically, they’ve already made their adjustments they’ve already done their selling the things that they want to do for the most part, and it leaves the people that are more positive about the market to kind of run the market up, which is I think what we saw last week, historically, when that survey gets down to that low number, the next six to 12 months has been a positive return for the stock market. So you know, these are a lot of things lining up. Great week last week, those four days are fantastic. Just to hold up at all today after that much gain, I think is a really good sign. So let’s see what happens here going forward. But look forward and see what’s going to 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.