Shelter-in-Place Stock Market Update 1.6.2021 – Will the protest in Washington DC impact the stock market.

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.

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Transcript

Well, hello, everybody, welcome to Wednesday, really crazy day today, obviously, with all kinds of things happening out there, the S&P 500 was up almost .6% today was actually up quite a bit more than that almost a percent higher than that at one point in the day. And then we had the protesters kind of storming the Capitol in Washington, and that brought the market down. So just quickly, let me tell you my opinion on those types of events.

You know, one of the things that happens with the stock market, it’s a representation of human emotion. So when something you know, happens, that is scary or unexpected, or what have you, generally speaking, you know, you’ll see some pullback, but after things settle down a little bit, you often see things just getting back to normal. But you really watch for for permanence in you know, at least temporary permanence, even in stock market downturns, is something that’s actually gonna affect the stock market. So, you know, we had a couple situations in the last month or so where New York City was locking down. So there was one announcement that they were going to be closing the schools, we saw a big drop, you know, for the second half of that day after that announcement. And then we heard another, you know, thing come through with New York City was continuing to do some other lockdowns or restaurants and those types of things. And we saw a big drop. And so it’s kind of fascinating to me that, you know, those are happening all over the country, when they happen in New York City, it makes the market move well, in both cases, the market went right back up the next day, because those aren’t economic things that are going to drive the national or global stock market down for a substantial period of time and either as this protest, now, anything can turn into something else, and you never know. But most likely, this is a kind of a non-event.

What it really obscures is the fact that, you know, the Democrats won the Senate, which was kind of an amazing accomplishment, considering, you know, it was in Georgia. And we saw some remarkable movement in the market, especially in a lot of the pieces that we own. Let me read to you, we have five Clean Energy pieces. And, again, I don’t usually like to read things to you. But here, here are the rates of return today. Even after all these things that happen. So we had five pieces, they were up 8.7%, 7.4%, 7.2%, 6.2% and 4.2%. You have to realize in the context of long term market growth, the S&P 500 average is about 11% a year. Some of these pieces today that we own in our portfolio went up almost that much today. And this is on top of really, you know, good runs here.

Obviously, with the Senate moving to the Democratic side, the thought process is that they might be able to get through these stimulus packages for both the broad market which would help but then certainly, this infrastructure is Clean Energy Infrastructure Program. So really interesting day today, I don’t think that the drop that happened at the end of the day is that significant. Everything was higher, those numbers that I just gave you about the Clean Energy were much higher at one point in the day, one of them was up over 12% today, usually when you see something like that run up, and then there’s this temporary downturn, you’ll often see him come back to that high again.

So we might continue to see some good gains out of our Clean Energy piece. And we did see some technology sell off here because I think you know, there’s some threat there in terms of taxation and or regulation. But really, you know, you’ll be very pleased if you go look at your accounts today, versus what the market did, in my opinion. For the most part, I think things went really well for us. So that’s what happened today, crazy day all together, some historic things that are happening. Let’s see how this plays out tomorrow. Look forward to talking to you then. Thank you very much.

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.