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Market & Portfolio Review: 01-27-20

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Guns, Germs & Steel

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

Specifically, Robert will review how we use our tactical risk indicators to silence the noise caused by scary headlines, whether it be this week’s Coronavirus fears or the political uncertainty in Washington DC. Robert will also take a look at what the Coronavirus is, how virulent it is relative to SARS, and ultimately how we are positioning portfolios to handle the headline risk markets face as a result. Second, we will be taking a step back from the virus hot zone and measuring the symptoms of the actual market to gain insight on the health of the rally and the long-term prospects for the stock market.

We are also going to review the health of the underlying economy by taking a close look at jobless claims, the housing market, and the prospects for future inflation as measured by future price expectations and upstream supply chain price data. Additionally, we will assess the level of financial liquidity in the banking system and the historical impact that rising and falling financial liquidity has on future asset prices. Lastly, as we do every week, we will review the health of the credit markets as that provides the foundation for our economy to efficiently transmit money from lenders to borrowers.

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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