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Market & Portfolio Review: 09-23-19

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The Math Doesn’t Lie

In this week’s edition of the LifePro Asset Management Market & Portfolio Review, our head of Wealth Management, Robert Reaburn, reviews the state of the U.S. economy and how we are positioning client portfolios with the S&P 500 1% away from achieving record highs.

In particular, Robert will be reviewing the three core pillars of economic growth, liquidity and valuation that ultimately determine the long-term direction of the stock market and state of health across each pillar. Additionally, Robert will  be reviewing how the recent decline in long-term interest rates is impacting the housing market and how that affects asset allocation decisions at the portfolio level.

As always, we are also going to review the foundation of corporate America by taking a closer look at the bond and credit markets and whether the recent move in the stock market is being complimented by falling or rising credit risk. Lastly, we are going to review the oil market one week after the Saudi attacks and whether U.S. oil production growth will suffice to offset rising geopolitical risk in the Middle East.

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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