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Market & Portfolio Review: 02-03-20

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Outbreaks & Breakouts

In this week’s edition of the LifePro Asset Management Market & Portfolio Review, our head of Wealth Management, Robert Reaburn, will review how LPAM is approaching the recent Coronavirus scare and how moments like these are what set apart successful investors that have a disciplined asset allocation process vs. those that trade based on headlines.

Specifically, Robert will review the spread of the coronavirus across the world and how its virulence compares to that of past outbreaks, along with a comparison to the traditional flu and how stocks have typically responded before and after such outbreak scares. In conjunction with our discussion on the Coronavirus scare, we will be reviewing the short-term price action of the stock market and how overbought and oversold conditions can often determine the initial and continued impact of headline risk on stock prices. Lastly, we will be reviewing how stocks are valued relative to where they were back in 2000 and assess whether current comparisons between the two time periods are reasonable.

We are also going to review the health of the underlying economy by taking a close look at jobless claims, prospects for future inflation as measured by future price expectations, and consumer confidence. 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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