Shelter-in-Place Stock Market Update 1.20.21 – Record day for the markets.

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, everybody, welcome to Wednesday, it is Inauguration Day today and the S&P 500 went up 1.4%. Today, it was a good day, lots of green on the, you know, charts, our portfolios did great, not as well as yesterday, but still very nice. But there’s some very significant things that happened today.

So let me share my screen here, and I’ll show you some of the pieces. Alright, so you probably remember this chart, this is the Vanguard S&P 500 ETF, and each one of these bars is one day, going back one year in this case. And we’ve got, you know, the moving averages, the 20-day, the 50, the 100, and the 200-day moving average. We got the volume per day. And we also have the volume by price. So here’s what’s significant: We just hit an all-time high today, we hit an all-time high, also on the Dow Jones Index and the NASDAQ Index. The Dow Jones goes all the way back to 1883. So today was the highest close we’ve had in a really, really long time. And so I think this is kind of fascinating, if you look, the run from the election day to the Inauguration Day, was the highest rate of return we’ve had in the last 92 years between those two points of time. And if you recall, there was a lot of consternation about what would happen during the election. And that’s why this market started to go, you know, kind of sideways here and up and down. And then there was consternation about what what happened in Georgia on the fifth. And then with the counting electoral colleges on the sixth, turned out to be, you know, all somewhat justified as far as the political points go.

But the market continued to move forward quite nicely during that period of time. That’s why it’s always important to kind of understand, you know, what has economic impact, and what has political impact. And sometimes those don’t cross. It seems like they might, but they don’t always. And so here’s the other thing, I think it’s very important. If you look here, you can see there is, you know, support below us a small amount here, a bigger amount here. And then this red line here is the most shares that traded in this last, you know, 12-month period. And so again, support really important if it drops back down to this level, again, they don’t, whoever bought here had made some money, at least temporarily, they might buy again, thinking they could make some money again, and support, it’s very important if a market starts to deteriorate. And we’ve got a lot of support below where we are now.

So that that really does help. And so we’re past all of these points, you know, people were also worried, obviously, about the Inauguration Day in terms of potential violence and what have you. And I think you’re going to see even more people that have been holding back a bit for all these things to clear up, coming in with money. You know, again, rates are really low. And we’re gonna see, you know, a continuation of kind of, I think cash flow coming into the stock market. You got the stimulus coming and all of these different pieces that I think are really fascinating. So hopefully this continues to really roll and so let’s see what happens tomorrow and next week and look forward to talking to you then. Thank you

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.