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Retirement Capital Strategies
  • Getting Started
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  • September 4, 2020

Shelter-in-Place Market Update 9.4.2020. Rally before the 3-day weekend.

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 Friday, I thought it was going to have to wear the red shirt again today, because the market was down more than one and a half percent at one point in time. Interestingly enough, the shirts are the most commented piece of my video series so far, so, but the market did rally up, it really came back nicely at the end of the day, that’s super important heading into this three day weekend, I think hopefully, that people can absorb that and see the buying power that came in and see, you know, kind of this bottom that was created. And maybe we see some continuation next week, after everybody’s had some time, you know, to relax.

Apple was down a whole bunch and then ended up slightly for the day. So really good signs. The other pieces again, trying to give you some of the positives here, you know, of course, the mark is still in an uptrend 20-day, 50 and 200-day moving average are all still going up, the price closed above the 20-day moving average, those are all really good signs, we’ll watch to see how that changes. But one of the things I mentioned this before, and this is really important, especially when you have a big run up, you’re vulnerable to a fall because there’s really, you know, no purchasing happening of substance during that run up because it’s going so fast. And it’s all at all time highs. So there’s nobody you know, last year, something that bought at those prices. And but those falls can be super constructive.

When they come down. What it does is it’s like a bunch of people who feel like they’ve missed out and money managers especially will say, Hey, you know, that’s what happened today, I want to buy Apple, you know, I missed out on part of that run, I want to buy some more, or whatever it is I want to buy this particular stock. And so I think that’s, you know, a real big positive of these downturns is sort of like, just generate some interest. And all of a sudden, you get that run again, going. And that’s happened several times. I’ve actually talked about that several times in the past during this recovery. So at the moment, we kind of have to assume that’s what’s happening now we’re in an uptrend with a couple of days that have been down. And we’re going to continue that uptrend, you know, we’ll see what happens and, and if that doesn’t happen, you know, we got to mark out the past that it could go down and make sure we got portfolios for that and then take care of it. But so far, I don’t see any real real issues here so far.

You know, I think things are going to go We’ll have to watch you know, is there rotation out of tech into other things, you know what might happen? So, but overall, we’re gonna do an okay, we’re pretty far ahead of the market for the year so we’re still up there. Anyway, have a great holiday weekend and I really appreciate you watching these videos, and I will talk to you again on Tuesday.

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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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