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Retirement Capital Strategies
  • Getting Started
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  • September 28, 2020

Shelter in Place Market Update 9.28.2020. Lots of questions.

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

Well, hello, everybody, welcome to Monday green. again today, two in a row. Haven’t had that for a while. Really excited, very, very good market. The S&P 500 was up 1.6%. And the technology arena and what have you did fantastic today, lots of green on the charts behind me really like to see this, you know, we bounced off of the major support level last week. And we have been taking off ever since then. And it seems like we’re building some momentum to the upside, which is actually kind of amazing when you think about it, because all the things that were being attributed to the downside are still here, oh, we’ve got virus growth in Europe still here.

We have no stimulus package, we have a presidential election coming up and who’s going to be president, and how’s that transition going to go? All of these questions are still here, yet the market is starting to come back. I think a lot of times news is attached to the market. And we take that as gospel, and they make it go one way or another. And they’ve got you know, the news to appropriate news for that particular day. I think a lot of times, you know, what we’ve seen here is just a really big run up, and the market was taking some profits. And so that gets things going. And now we’re starting to see the other side, where people are starting to jump back in and try to get involved with that.

Just a few minutes talking about clean energy, I’ve been watching clean energy very closely, it has been outperforming pretty consistently, I just added it to the portfolios, I took out some of the cyber security and added it to the portfolios in the IRA accounts, not everybody has this depends on your risk level as far as that goes. But it’s an exciting area is really been moving. And it’s starting to take off even more. So after California announced that they would be you know, electric vehicles by 2035. I don’t know if that’s going to happen or not. But I’m it’s gotten things going. It’s a it’s a great area. And I think you know, from an investment standpoint, it’s worth looking at. And so one of the things I really like about targeting indexes, I don’t have to go out and try to figure out which clean energy company is going to be the one to buy, I buy the whole basket.

And these baskets are really sophisticated. They’re not just buying clean energy. Because sometimes the big profits are actually in all the other things. It’s the things that are supporting the clean energy. It’s a bit like the gold rush to somebody made money in the gold rush. But man, Levi’s, and the guy selling the shovels, were really making the money. It’s the same concept here. If there’s a big movement towards clean energy, the clean energy companies will make money, don’t know which ones but man, sometimes the suppliers are the easiest ones to deal with. So that’s why I like these targeted indexes. So I’m very excited about that. You’ll see those come through on your confirmation. So I look forward to seeing what’s going to happen tomorrow. See if we can carry through some more and talk to you then. Thank you

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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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