Shelter-in-Place Market Update 10.23.2020. How an election can affect the stock market.

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

Hello, everybody, welcome to Friday, the S&P 500 was up a little bit over .3%. Today, and us home construction actually was up over 2.1% today, which was really great online retail and innovative technology were also in that kind of leadership position. And what we’re seeing is that the leadership is different every single day, which is sort of a classic sign of a market that’s going sideways, hard to blame it, you know, it’s trying to figure out what’s happening with the stimulus. The election is just a few days away. But I do think we’ll see some resolution and see some movement here pretty soon. But I’m gonna do something a little bit different.

Today, I’m getting a lot of questions about how the presidential election and the results of that election might impact the outcome for the stock market. And so I have a chart to show you. This chart comes from Ned Davis research, and they went back and looked at every presidential election since 1900. And what they’re showing here is the Dow Jones Industrial Average returns in the year following that presidential election. So the red dotted line would show what would happen in historically, if Trump loses the red solid line here shows what happens if Trump wins. And the black line shows what happens on average. And the blue lines don’t count in this election, because they’re for a previous democratic president. And so what you see here, first of all, is Trump loses the average rate of return is the highest on average, at 12%. And if Trump wins, it’s the second highest at 6%. So that’s good in a way in this regard.

But one of the things I find very fascinating about this is there’s a big drop here, at the beginning of the Trump loss scenario historically, in this case, the market would have dropped on average 7%. And I have heard from a lot of clients talking about how they’re worried the markets going to drop if Trump does lose. And so in historically, they’re actually right, although it might be a better buying opportunity, as you can see here, because historically, it turns around and goes up. Ned Davis was mentioning that they saw that the threat of higher taxes and higher regulations kind of scares the market. And then when things kind of normalize, it starts to move back up, again, in my opinion, is that this dip might not happen as much this year because of the pandemic and the stimulus. If there is a Biden White House and a Democratic Congress, I believe the stimulus will be higher than any other scenario that could happen.

And so that’s something to look at. If it is Biden at a Republican Congress, that dip could happen. So something to watch for. And again, maybe there’s an opportunity to buy there. But I find this very fascinating. I hope that it helps you know, some of your questions as far as that goes. The election is not very far away. And let’s see what happens next week. And I look forward to talking to you then 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.