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Market & Portfolio Review: 12-30-20

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The Future is Exciting

As 2020 ends, many of us are going to be thankful for a new chapter and to move on with our lives in 2021. While the year has been filled with tragedy, it will also go down as the year that sped up America’s digital revolution, and just as important helped close the digital divide for the many Americans who were reticent to consider new ways of shopping, communicating, and conducting business.

Entering 2021, technological disruption is ACCELERATING at an exponential scale, and our research suggests that investors want to remain focused on investing in companies that are at the forefront of enacting change. In the new year, our client portfolios will focus on investing in our favorite digital leaders and new areas of interest such as alternative energy and payments, the video gamification of the U.S. economy, as well as 3D printing and genomic medicine. We could not be more excited about the future and our continued partnership with all our client and advisor friends.

In this week’s market update, we will review the state of the recovery, compare it to the 2009 recovery, and discuss what that means for 2021. Second, we will review our investment philosophy, discuss where our companies sit on the disruption curve, and some of the misnomers we often hear about investing in disruptive leaders. Lastly, we will wrap things up by taking one last look at the credit markets in 2020 and assess the state of the U.S. reopening in the face of rising COVID case counts.

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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