In this week’s edition of the LPAM Review, we going to review how we got back to positive 2020 returns and what the path forward looks like for client portfolios. Today’s report will involve a general discussion and overview of both the bear and bull thesis’ are for stock prices going forward, what side of the fence we are leaning on and why we are positioning that way.

In this week’s edition of the LPAM Review, we will provide an update on performance, along with a discussion on how investors can use stock market pullbacks to increase your potential long-term growth rate through a combination of time budgeting, discipline, and emotionless opportunism.

In this week’s edition of the LPAM Review, we provide an update on where markets stand two months after the onset of the COVID-19 outbreak, how much bad news is potentially priced into asset prices, and how we are positioning client portfolios over the next 12-24 months as long term rate of return assumptions are adjusted for various asset classes such as equities, bonds, and real estate.

In this week’s edition of the LPAM Review, we provide an update on the stimulus package that was recently passed by Congress as well as taking a look at the current level of demand for safety, along with investor sentiment and what it all means for client portfolios.

In this week’s edition of the LPAM Review, we will provide a guide on navigating market panics and how clients can use these moments of fear to target above average long term returns while securing the money they need over the short term to help them sleep well in all sorts of market environments.

In this week’s edition of the LPAM Review, we go over our investor playbook that will take a step by step approach on prudent ways to navigate market uncertainty and to use periods of peak panic to our long-term investment advantage.

In this week’s edition of the LPAM Review, we will walk through the uncertainty created by the market selloff over the past two weeks and how we are navigating the current market environment to position clients for future success.

In this week’s edition of the LPAM Review, we will tackle the recent market selloff, the factors responsible and most importantly, how we are positioning client portfolios to take advantage of the selloff over the long term.

In this week’s edition of the LPAM Review, we review the state of market health in light of slowing Chinese growth but still robust labor and consumer spending figures here in the U.S.

In this week’s edition of the LPAM Review, we review the progression of the Coronavirus, its evolving impact on the market, and how a disciplined investment process remains our weapon of choice to successfully navigating times of short-term uncertainty.

In this week’s edition of the LPAM Review, we review how LPAM is approaching the recent Coronavirus scare and how moments like these are what set apart successful investors that have a disciplined asset allocation process vs. those that trade based on headlines.

In this week’s edition of the LPAM Review, we review how we tackle the benefits and risks associated with an interconnected world that spreads wealth and knowledge to the masses, but can also spread viruses and fear that can distract investors from the facts that impact the long-term trajectory of the stock market.

In this week’s edition of the LPAM Review, we review portfolio and market performance through the first half of January and what our market indicators are suggesting may be in store for investors over the first 6-12 months of the new decade.

In this week’s edition of the LPAM Review, we review our tactical risk indicators and how we are positioning client portfolios in the current asset price environment characterized by rising stock prices while remaining vigilant of potential risks such as investor euphoria.

In the first 2020 edition of the LPAM Review, we will review 2019 investment performance, the potential impact of the U.S. Iranian standoff on U.S. stocks, and analyze our tactical risk indicators as we head into 2020.

In this week’s edition of the LPAM Review, we review the year that was and more importantly, the health of the long term bull market and how we are positioning client portfolios after such a strong period of returns throughout 2019.

In this week’s edition of the LPAM Review, we walk through the short term market setup as we head into the end of the year as well as some of the long term dynamics that will likely influence the market direction in 2020.

In this week’s edition of the LPAM Review, we run through the recent labor U.S. labor market report and what it’s telling us about the overall health of the U.S. economy and whether it’s justifying the recent highs achieved in the stock market.