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Market & Portfolio Review: 2-19-21

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The Return of Pax Americana

Over the last 12 years, academics from across the world have been quick to etch America’s terminal decline into stone. What these pontificators from their ivory towers fail to realize is that America’s enduring strength rests in its ability to transform itself through a process of creative destruction that unleashes innovation and global technological leadership. A decade after the Global Financial Crises, America is turning the page, allowing a relentless tide of transformative innovation to wash away the old order, ushering in positive disruptive change across the global economy. As 2021 progresses, we continue our relentless mission to identify companies that are leading this innovation revolution so that our clients can participate in this new American chapter of economic leadership and dominance.

In this week’s market review, our investment team will review the recent pullback in stock prices, assess the price and volatility data to gauge whether it’s a healthy reset or the beginning of something less benign. Afterward, it’s imperative that we do some work on the recent rise in bond yields, discuss some of the factors driving long-term rates higher, but more importantly, put these moves into a long-term perspective, which allows investors to make informed asset allocation decisions. Lastly, we will walk through the differences of passive index investing, which resembles communism vs. an active merit-based approach to investing that awards success and punishes failure.

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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