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Market & Portfolio Review: 11-04-19

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Embrace Market Success

In this week’s edition of the LifePro Asset Management Market & Portfolio Review, our head of Wealth Management, Robert Reaburn, addresses the concerns of investing in a stock market that remains near record highs and will walk through the playbook we are putting in place to position clients for long-term investment success in the current environment.  

Robert also reviews the recent labor market report the came out on Friday and what that means for the U.S. economy & the propensity for the U.S. consumer to continue spending as we enter the holiday shopping season. Additionally, we address the recent Federal Reserve meeting that took place last week and what the lowering of interest rates means for the U.S. economy and most importantly, how we expect current monetary policy to impact client investment portfolios going forward.   

We also review investor sentiment across capital markets and how we can use extreme divergences between sentiment and the underlying fundamental to opportunistically position client portfolios for future success. Lastly, we quickly review the health of the credit markets, along with taking a look at how the stock market has performed in the past after reaching record highs.  

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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