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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
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    • BlackDiamond FAQ
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  • September 29, 2020

Shelter-in-Place Market Update 9.29.2020. Opportunity in innovation.

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. Well, unfortunately, today, the S&P 500 was down almost a half a percent. But the good news was that most of our targeted indexes were better than that, which is great. And especially led by clean energy. And we just bought clean energy yesterday for some of the portfolios, we’ve had it in some of the other portfolios prior to that. So it’s something we’ve had for quite a while, and it’s really taking off. And it’s, like I said, before, we’re just looking for those waves, we want to get on those waves, we want to see some proof, you know, clean energy has been around for a long time. And now it’s really starting to pay off. And, you know, what often happens with new industries is they have this really frothy period, which is what we saw as clean energy. But they’re not really backed up by all of the earnings and the things that need to really happen. And then the stock price has come down a lot. And then finally, they start making money and having markets and that kind of that next wave that comes through.

That’s a great wave to be on and that’s kind of where we’re at with that, in my opinion, as far as that goes. So, you know, I just sat through a webinar about how to invest in the fourth industrial revolution, and really fascinating talking about all of the different areas of innovation that are happening right now. And I just want to make sure at some point in time that everybody that listens to this can have some concept of what is happening there. Because as I’m watching that, I’m thinking, wow, why are we so worried about the presidential election, the stimulus package, and maybe even, you know, the pandemic itself, because all of that stuff probably gets behind us at some point in time. And there’s just unbelievable opportunity in the area of innovation, really, like we’ve not seen before for a really long time. So I think that’s exciting.

It helps I think a lot for people to understand what’s happening out there, and gives us some confidence, especially in our investing. And the more confidence we have in investing, the more we’re willing to hang in there, the more stock we’re willing to have, the more stock we’re willing to have, the more we usually make over the long term. So you know that that aspect of it, I think is very important. I will be doing a longer video series, maybe one a month, like 10 minutes or 15 minutes, just highlighting some different areas, I’m going to do one on investing in the fourth industrial revolution. So watch for that. I think it’s very important for people to understand kind of what’s happening there if you’re going to be an investor.

So pretty good day today. I’m okay with what’s happened all together with our portfolios. I’ve had a rule of thumb that if you have too strong updates, and the fourth day, which would be tomorrow, is doesn’t retrace all of that and fall back down below the fourth. That’s usually a pretty good turnaround signal where things are going to at least hold up if not start to take off and then move forward again. So it’ll be really interesting to see what happens tomorrow. So I look forward to seeing you and thank you very much for watching. 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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