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Market & Portfolio Review: 03-31-20

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The Bulls vs. The Bears

In this week’s edition of the LifePro Asset Management Market & Portfolio Review, our head of Wealth Management, Robert Reaburn, will provide an update on the stimulus package that was recently passed by Congress as well as taking a look at the current level of demand for safety, along with investor sentiment and what it all means for client portfolios.

Specifically, Robert will walk clients through the demand for portfolio protection, and how we use the volatility market to measure the level of investor fear in the market as well as understand what stage of the market correction we are in. We will also review investor sentiment to gain insight on how bearish or bullish the average investor is, which helps us gauge how much bad news is or isn’t priced into current stock and bond market prices. 

Additionally, we will conduct a broad overview of the different asset classes that are defined as safe havens, which tend to benefit from period of market panic. Paying attention to the price action in these safe haven markets can help gleam insight as to whether the recent stock market bounce is durable or likely to run into future resistance. Lastly, we will review the quality of the stock market bounce and how it compares to other recovery periods.

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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