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Market & Portfolio Review: 09-03-19

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Investing Relative to Expectations

In this week’s edition of the LifePro Asset Management Market & Portfolio Review, our head of Wealth Management, Robert Reaburn, reviews how an investor can navigate and invest in a two-speed economy, characterized by a strong consumer and labor market, offset by a weak manufacturing sector.

In particular, Robert will be reviewing the spate of economic data that has been released over the past week, such as GDP, jobless claims and personal consumption, weigh it and explain what it means for clients and investors going forward. Additionally, Robert will be reviewing some of the short-term trading action in the market and where we are in the current range-bound action that has characterized the stock market over the past month.

We are also going to review how stocks are priced relative to bonds and how that factors into our market outlook, portfolio construction, and overall asset allocation framework. Lastly, we will review investor positioning and sentiment, as we do every week, and what it means for the stock market as head into the fourth quarter.

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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