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Market & Portfolio Review: 03-10-20

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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 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.

Specifically, Robert will address and answer the most common questions that we are getting from clients and advisors alike along with walking through some of the biggest risks we see facing client portfolios as we enter the latter stages of this stock market correction. Just as important, Robert will assess how client portfolios have held up throughout the recent stock market correction and what steps are being taken to optimize the portfolio ahead of an anticipated market recovery. We are also going to look back at prior stock market corrections to compare the similarities and differences of this correction to those of the past.  

We are also going to review a few of the short-term trading indicators we use to track the level of fear and greed in the market, which can help investors understand whether this stock market correction is in the early, middle, or late stages. Lastly, we are going review the U.S. economy and the state of the credit markets to understand the level of stability supporting the foundation of the stock market.

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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