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Market & Portfolio Review: 02-24-20

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Fighting a Narrative of Fear

In this week’s edition of the LifePro Asset Management Market & Portfolio Review, our head of Wealth Management, Robert Reaburn, 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.

Specifically, Robert will address the outbreak of fear over the impact of Coronavirus on global growth and why the market decided to react negatively to this viral outbreak after 6 weeks. More importantly, Robert will be walking investors through how our investment process deals with a headline grabbing and qualitative events such as a disease outbreak, to opportunistically position client portfolios in best of breed assets that are made available at very attractive prices. We will also review the health of the credit markets and how the recent surge of equity volatility is impacting the foundation of U.S. corporate credit health.

We are also going to review the importance of liquidity and economic stability in our investment framework, along with many of the factors that we track to gauge the health of each. Lastly, we will review what the direction and cost of financial liquidity tells us about the state of the business cycle, and how we can use that data to create a framework to understand the possible path of asset prices.

The information here is presented by licensed professionals and not specific to any individual’s personal circumstances. Investment advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. Investments involve risk and are not guaranteed. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal any historical performance. Discussion of any specific stocks are based on objective, non-performance criteria and such discussion neither serves as a recommendation nor as the receipt of, or a substitute for, personalized advice. Due to various factors, including changing market conditions, such discussion of positions and/or recommendations may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Advisor, or from any other investment professional. Forward-looking statements such as “anticipate,” “believe,” “estimate,” “expect,” “intend,” “plan,” are based on management’s views and assumptions at the time such statements were originally made and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. LifePro Asset Management does not undertake any obligation to correct or update any forward-looking statements on the LPAM Site.

Robert Reaburn

Robert Reaburn

Robert Reaburn is the Executive Vice President and Head of Wealth Management at LifePro Asset Management. He works with financial advisors building diverse financial portfolios that best empower their clients with a lifetime of financial security.

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