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Market & Portfolio Review: 03-26-20

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Follow the Bread Crumbs

In this week’s edition of the LifePro Asset Management Market & Portfolio Review, our head of Wealth Management, Robert Reaburn, will provide a guide on navigating market panics and how clients can use these moments of fear to target above average long term returns while securing the money they need over the short term to help them sleep well in all sorts of market environments.

Specifically, Robert will walk clients through the three stages of market panic and the investment actions required at each stage of a panic to not only protect your portfolio but how to position and optimize the portfolio for success ahead of the ensuing stock market recovery. We are also going to review the recent actions taken by the US Federal Reserve and the pending legislation by Congress to understand its impact on the U.S. economy and how that might affect the overall path of the stock market moving forward.

Additionally, we will help guide clients and advisors through the recent market action to assess what stage of the current market panic we are in and where some of the price divergences are taking place. Identifying these divergences is the first step in spotting potential areas of opportunity for investors that are tactical and have a long term mindset. Lastly, we are going to review price action of the stock market by measuring the demand for portfolio protection and looking at the relative price action between economically sensitive stocks and their recession resistance peers. These indicators help us understand when it may be time to go shopping.

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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