Shelter-in-Place Stock Market Update 3.19.2021 – Positive reasons why you might want to buy stocks now.

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

Hello, everybody, welcome to Friday, the S&P 500 was down .06% today. And I’d really like to try to focus on some of the things that I see that are very positive in the market right now, to kind of let you think about across the weekend here. So, first of all, one of the big news pieces that came through today was last week, there was $56 billion that came into mutual funds and ETFs. That’s a record. That’s the most that’s ever come in on one week, for example, the week prior was still a fairly big week, but it was only $16 billion. This is the stimulus money coming directly into the stock market, we’ve got this scenario where there are trillions and trillions of dollars in money markets, and savings and checking accounts, all of which are not making much, even though interest rates have come up, they’re definitely not making a lot at all. So that’s a big, big issue. And we’re going to see some of that start to come out. Yeah, I hope in two areas, number one is just consumer spending, everybody going to restaurants and hotels, and travel and those types of things. But then number two, some of that might come into the stock market and continue to come into the stock market, just you know, as a place to go instead of making, you know, basically nothing in a lot of these areas.

So lots of built up demand, their interest rates are still low and and then the Fed. So it’s kind of fascinating, the Fed has said, Hey, we’re going to let the economy get hot, we want to get to full employment, that by itself is a fantastic thing for the stock market. I mean, that is a really good thing. But it has the potential to create some inflation, which bothers the market a bit. But as I mentioned before, I think that eventually evens itself out. And what you will have is overwhelmingly high growth in earnings, which will drive the price of stock up. And I believe that the recovery stocks, which are the cheapest of the group right now, all in this value category will be the recipients I think of some of the big gains that come through there. Whereas the growth stocks still could do well. And maybe there’s some great opportunities here to buy low at some point, I just don’t think we’re there yet. But they’re still selling it fairly expensive multiples.

And so what happens is with these growth stocks, you know, you take an app or something, they’re fairly consistent in their growth. And they you know, they beat their earnings projections by a little bit all the time. But when these you know, value stocks come through, they’ll sometimes beat their earnings projections by a ton. And so it attracts a lot of money. And you almost always see these kind of tech stocks sell off, at least soften up, if nothing else, for a period of time while that’s going on. And I think that’s what’s happening right now. It’s just not a straight line, you know, you got these variants running around, you got a few closures and different places that is bothering the markets and what have you. So it’s just you know, this is a situation that nobody’s been through before. So we’re all trying to still figure this out together. But that that’s that’s the positive piece of what’s happening with the Fed. If the Fed comes out and says they’re gonna keep rates at zero until 2023, and that they want to see for unemployment, they’re gonna let inflation run higher than normal, that they think whatever inflation we have right now is, you know, temporary.

Those are all the things you want to hear if you’re a stock market investor, believe me. Now, there might be some problems up front was some of that concepts, but I think ultimately, it works out really, really well. So, you know, let’s see what happens next week. really fascinating time right now, you know, the continuing to roll out the stimulus checks, hopefully that creates even more money going into the market, and what happened to and some more money that goes into those savings accounts that could eventually come out for travel and you know, all these other things that people want to do kind of leisure and entertainment area, specifically. So anyway, let’s see what happens. I look forward to talking to you on Monday. 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.