Skip to content
Book an Appointment
Search
Retirement Capital Strategies
Retirement Capital Strategies
  • Getting Started
  • Testimonials
  • Learn More
    • About Us
    • FAQ
    • Managing Your Wealth
    • Helping You Retire
    • Maximizing Social Security
  • Talk Money with Tom
  • Contact Us
    • Contact Us
    • Book An Appointment
    • Ask Tom
  • Existing Clients
    • BlackDiamond Portal Login
    • Schwab Alliance
    • BlackDiamond FAQ
  • Form CRS
Retirement Capital Strategies
  • Getting Started
  • Testimonials
  • Learn More
    • About Us
    • FAQ
    • Managing Your Wealth
    • Helping You Retire
    • Maximizing Social Security
  • Talk Money with Tom
  • Contact Us
    • Contact Us
    • Book An Appointment
    • Ask Tom
  • Existing Clients
    • BlackDiamond Portal Login
    • Schwab Alliance
    • BlackDiamond FAQ
  • Form CRS
  • April 20, 2021

Market Update Why is the market falling 4.20.2021

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 Tuesday, unfortunately, S&P 500 was down about .7%. But again, it had company, the Dow was down about .8%, the NASDAQ up down about .9%. The Russell 2000, the small cap index was down almost 2%. Today, you know, so So why is this happening? You know, we’ve had now two days in a row where the markets kind of come down. And really, if you look at what’s going on, and you look at when the market kind of reacted to different pieces of news, I think it can trace it back to a few things, all of which has to do with the reopening.

So number one: Europe has decided that they are recommending that they put a warning label for the blood clots on the Johnson and Johnson vaccine. So that was one piece there. Because obviously, the vaccine is super important. India has had a pretty big surge all of a sudden coming, and they’re talking about the possibility of further lock downs. And, you know, United Airlines came out with their earnings report, it wasn’t what people were hoping for, they gave some good guidance in the future, you know, kind of what they see coming. But the market sold off at 9% off on United Airlines.

So, you know, bottom line is just a situation where the back of the virus has been around for a long time, the vaccine is on the way, and you’ve got kind of this COVID fatigue, and people are just out, you know, whether they’re supposed to be locked down or not. In some places, they’ve allowed, you know, more freedom, and then combine that with this new variants that are out there, specifically, the UK variant that seems to be much more contagious, and you have a case count on the virus that’s going up, of course, the markets looking at that and say, “Hey, we’re not gonna be able to reopen as soon as we thought of those types of things.” So definitely, this is not going to be a straight line. And this is sort of a different investing environment, we have to have pretty much extreme patience, you know, because there’s not money being made on any one side of the equation, you just have to be patient to keep investing in these reopening stocks is very simple.

For me, if you look forward 6 to 18 months from now, are things going to be better in or in this area of the reopening? I think so. I mean, it’s possible that it’s not obviously anything can happen. But I believe that, you know, the virus count will be down quite a bit over the next 6 to 18 months, because the vaccine is going to become more prevalent. And and I believe that the amount of revenue and the amount of spending that’s going to come out is going to be higher than what’s expected. I think this pent up demand, combined with the actual money sitting on the sidelines is going to drive things. So again, I think you just keep accumulating.

And I’ve said this before about these drops, very important sometimes to rallies often start off with some of these drops. If you look at what happened back in October, you know, we had a pretty big downturn, the S&P 500 came down almost 10% from that high point, and right to the end of the month. And it got down to a point where you know, people were willing to buy and we ended up with one of the biggest rallies I’ve seen, you know, from the end of October, really till the middle of February. And so you know, we’re now backing up a bit, it’s been very soft, really since the middle of February. That’s normal, we’ve had a huge run up.

And so now when you get this little back up again, again, at 9% drop on United Airlines, somebody is going to come in and decide that’s a good buy, you know, you cruise lines are down all these things, you know, so there’s an opportunity to buy some of these different stocks that I think are going to benefit from this reopening. just not going to happen right away, which is exactly what you want. You want to be able to accumulate now these low points. So I think you know this, again, just a period of time, a little bit of a different investing technique here that requires some patience. And so will you know keep keep this rolling and see where this goes. So look forward to talking to you tomorrow. Thank you very much.

Book an Appointment with Tom
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.

Share:

Announcements:

Important Reminders About the September 5th Schwab Transition

Retirement Capital Strategies Launches Digital Studio!

Sneak Peek into Talk Money with Tom New Digital Studio!

Talk Money with Tom Fridays at 12:15pm Pacific!

Events:

More Posts:

PrevPreviousMarket Update Markets drop while waiting for earning reports 4.19.2021
NextMarket Update Chipotle profit blows away estimates. Could be a good sign for the reopening stocks 4.21.2021Next

We Help Our Clients
Build and Maintain their Wealth

  • About Us
  • Investing
  • Retirement
  • Social Security
  • Contact Us
  • Disclaimer
  • Media Disclaimer
  • Getting Started
  • Client Hub
  • FAQ
  • Form CRS: Client Relationship Summary
  • Investment Advisor and/or Firm Lookup

Follow Us

Facebook-f Youtube Linkedin
Book An Appointment

© 2020 Retirement Capital Strategies

  • Getting Started
  • Testimonials
  • About Us
  • Managing Your Wealth
  • Helping You Retire
  • Maxing Social Security
  • Client Hub
  • Talk Money with Tom
  • FAQ
  • Contact Us
  • Form CRS
  • Contact Us

Retirement Capital Strategies
1190 Saratoga Ave., Suite 140
San Jose, CA 95129
Tel: 408-551-6100
Fax: 408-551-6161

Facebook-f
Linkedin
Youtube