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Market & Portfolio Review: 12-09-19

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A Rising Tide Lifting All Boats

In this week’s edition of the LifePro Asset Management Market & Portfolio Review, our head of Wealth Management, Robert Reaburn, runs through the recent U.S. labor market report and what it’s telling us about the overall health of the U.S. economy and whether it’s justifying the recent highs achieved in the stock market.

Robert also reviews short and long-term investor positioning in the stock and bond market, to help us gauge the level of speculative activity taking place in the U.S. stock market and what that means for prospective returns and overall client portfolio positioning. Additionally, we review the health of the U.S. credit markets and walk clients through how we use the credit markets to help determine market positioning and portfolio construction decisions such as sector allocation.

We also review the level of liquidity in the U.S. economy and how the current direction of liquidity growth impacts future stock market returns and how that impacts the probability of returns in the future. Lastly, we take a look at relative asset class valuations and how the recent price action in asset classes affects our view on asset allocation going forward.

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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