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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
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    • Ask Tom
  • Existing Clients
    • BlackDiamond Portal Login
    • Schwab Alliance
    • BlackDiamond FAQ
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  • August 20, 2020

Shelter-in-Place Market Update 8.20.2020. Feel the energy of the market.

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

Everybody, welcome to Thursday, back from my little trip, the S&P 500 is up today, our portfolios have been doing really well, I was gone, outperforming the market as for the most part, very happy with everything that’s been happening, I was very hopeful that we would get to new all time high, I was also hopeful that we’d get some follow through and start to see some movement past that, which we’ve seen kind of traditionally, I will say that this time of the year, it there’s a seasonality that happens here at the end of August with a lot of vacations that are happening on these screens behind me, I have all these ticker symbols and every single trade that happens by the second it flashes.

And so I’m sitting here during the day, I can actually feel the energy of the market and see what’s going on, see all this stuff happening. And I you know, it’s been really slow, you can tell I mean, there’s not a lot of energy. So that might make it really hard for the market to just go taking off from here. You know, there’s also no stimulus program that was passed yet. So that’s not going to really excite things and make it move either. So but it is nice, we’re kind of floating along and still holding in there. And in our portfolios have done well. So that’s good, too. But one of the things I have to watch for here is kind of what happened in the last two big downturn.

So we hit a high in March of 2000, on the S&P 500 of 1552. Came down had the.com crash, all those types of things. And then we came back and we got all the way back to 1576. Just really a few points higher. And then we had the financial crisis of 2008. And so, you know, we’ve done that again, here, we come all the way back. And so we need to see some follow through. So that’s what I’m going to be watching for very closely. We don’t want to see another repeat where it just gets right back and then you know eventually starts to come back down.

There is a lot of selling pressure that happens when the money gets back to where it was because people start taking it off the table. Hey, I got my money back and it’s at an all time high. I’m going to take that out. This environment’s crazy. So we’ll see some probably more resistance here. But so far, I’m quite hopeful for what is going to happen here. And I look forward to seeing what’s going to happen tomorrow. And, I’ll talk to you then. Thank you very much.

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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.

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