LifePro Asset Management Insights

Delivering financial news, data, and analysis to LifePro Asset Management clients and advisors from around the country.

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Market & Portfolio Review: 7-7-21

In this week’s stock market update, we’re going to review our performance year-to-date and how we’re navigating the intensifying stock market civil war that has been taking place between the deflationists and those that see inflation as the emerging trend.

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Market & Portfolio Review: 7-1-21

In this week’s stock market review, we are going to review the state of U.S. economic health, and what it may portend for the stock market in the back half of 2021. Following our breakdown of the U.S. economy, we will illustrate how the structural shifts in economic growth are influencing portfolio design.

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Market & Portfolio Review: 6-18-21

In this week’s edition of the LPAM Review, we will take a step back and review performance through the first half of the year. More specifically, we want to walk through the reasons why the strategy has underperformed in the first half of 2021 and why we remain incredibly optimistic moving forward.

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Market & Portfolio Review: 6-10-21

In this week’s edition of the LPAM Review, we will discuss what it means for investments when the Federal Reserve lets the economy run hot and what are the specific areas of the stock market that outperform and underperform when nominal growth runs above trend.

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Market & Portfolio Review: 6-03-21

In this week’s stock market review, we review our asset allocation playbook on how to manage assets in a bearish U.S. dollar environment, characterized by rising long-term interest rates, reflation, and accelerating economic growth.

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Market & Portfolio Review: 5-27-21

In this week’s edition of the LPAM Review, we will discuss the breakdown in technology stocks and how investors can use the U.S. dollar and 10-year treasury rates as important tools to identify other sectors of the market that may benefit from a broad reallocation of dollars away from technology.

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Market & Portfolio Review: 5-20-21

In this week’s edition of the LPAM Review, we will review why it’s important to have a strategy that can respond to major leadership changes in the stock market, which tend to occur every decade or so and is a primary factor that drives portfolio performance vs. the broader market.

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Market & Portfolio Review: 5-13-21

In this week’s edition of the Market & Portfolio Review, we will review how we have rotated the portfolio into companies that make up the nuts and bolts of the western economy and away from technology, which may be topping out after a period of dominance over the past 10 years.

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Market & Portfolio Review: 5-7-21

In this week’s edition of the Market & Portfolio Review, our investment team will discuss the big shifts we are making in the portfolio to reflect the potential impact of the new commodity cycle, powered by Western investment in infrastructure.

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Market & Portfolio Review: 4-28-21

In this week’s edition of the LPAM Review, we discuss that if the United States achieves herd immunity, the foundation could be in place for a prolonged economic boom, fueled by a massive economic reopening, a cheap and rising supply of money, and a booming jobs market.

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Market & Portfolio Review: 4-22-21

In this week’s edition of the Market & Portfolio Review, our investment team will discuss that as COVID cases continue to fall across the U.S., investors are becoming more confident that the recovery has legs and will continue to mature upward over the course of 2021.

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Market & Portfolio Review: 4-14-21

In this week’s edition of the Market & Portfolio Review, the message is that the big rotation into boom/bust cyclical stocks appears to be losing team while companies that are considered long-term growth leaders appear to be reasserting leadership.

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Market & Portfolio Review: 4-8-21

In this week’s edition of the Market & Portfolio Review, our investment team will discuss how stock prices in the short term can be noisy, swinging up or down, and will explain how wealth is created and sustained in the long term.

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Market & Portfolio Review: 3-18-21

In this week’s edition of the LPAM Review, our investment team will review the playbook we used for the COVID-19 selloff that ravaged investors during March of 2020 and how we can apply that to the current moment of weakness across growth-focused stocks, as well as stock market corrections in general.

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