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Market & Portfolio Review: 01-06-20

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Looking Through the Noise

In the first 2020 edition of the LifePro Asset Management Market & Portfolio Review, our head of Wealth Management, Robert Reaburn, reviews 2019 investment performance, the potential impact of the U.S. Iranian standoff on U.S. stocks, and analyzes our tactical risk indicators as we head into 2020.

Specifically, Robert will be taking a look at the three mini economic slowdowns that occurred in 2011, 2015, and 2019 and the long-term impacts those market corrections had on the potential longevity and sustainability of the current bull market. Second, we will be reviewing a selection of short-term risk indicators such as put/call data and other investor sentiment metrics to assess whether the November and December market rally has room to run or has left investors complacent ahead of a potential reset in the first quarter.

We are also going to review the impact of lower interest rates in the U.S. and how various asset classes behave when the supply of money increases throughout the financial system. As usual, we will also be reviewing the health of the credit and labor markets to measure the underlying health of the U.S. economy, while also keeping a close eye on upstream inflation indicators as well as future expectations for inflations 5 years from today. Lastly, we will look at historical stock market behavior and what investors can reasonably expect in regard to market volatility, regardless of whether 2020 turns out to be a year for the bulls or the bears.

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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