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
  • July 7, 2020

Shelter-in-Place Market Update 7.7.2020. The market gave a little back.

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, everyone, Welcome to Tuesday, the S&P 500 was down today, we had five days in a row where it went up, we broke out of the range yesterday. And so finally today it gave some back. It was down 1.1%, almost for the day. And one of the things that was interesting as it fell right at the end, and it fell right down to the top of the range that we just broke out of. That’s what happened last time actually broke out. And we kind of kept challenging the top. It did hold, but it ended up right at the top. So we’ll have to see what happens tomorrow to see you know what that really means.

A lot of you have probably getting riskalyze checking emails. And it’s a really nice little service that we provide riskalyze does an analysis on the risk of your portfolio. And so you answer two questions, you know, how do you feel about the market? How do you feel about your financial situation, and it brings you to a site that has a lot of information about how your portfolio would do and different down markets that’s worth looking at. Although the market was down today, we did incredibly well, especially with the things that we added to yesterday with our change. So the genomics and immunotherapy targeted index was actually up 1.9%. Today, even though the S&P 500 was down 1.1.

We added to long term treasuries, that was up 1.8, 1.4 intermediate term treasuries were at .2%. All of those that we either purchased or added to yesterday. So I’m really, really happy with what happened. Every single thing that we have beat the S&P 500 except for two things, Microsoft and the semiconductor targeted index, we’re down 1.2% instead of the S&P 500 being down 1.1. So very close, almost knocked it out of the ballpark today. And that’s been the theme so far, essentially, all of these pieces that we chose to really well in down days, they don’t all make money, but they lose a lot less or sometimes they even make money. So that’s good. And so that’s what’s happening today, tomorrow will be important. See if we can hold this level and maybe you know, reestablish some new movement upward. And look forward to talking to you about that tomorrow. Thank you.

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:

PrevPreviousShelter-in-Place Market Update 7.6.2020. Market moving on up.
NextShelter-in-Place Market Update 7.8.2020. On the highway.Next

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