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Market & Portfolio Update

Shifting Tides After a summer filled with uncertainty due to a surge in the COVID Delta Variant, data shows that cases are dropping, and it appears that confidence in the economic recovery is rising again.  As the short-term distraction of COVID fades from view, we...

Market & Portfolio Review

The Coming Oil Shortage In this week’s stock market review, we will review our long-term investment thesis in Energy. The combination of rising demand, plummeting capital investment, and the exhaustion of OPEC spare capacity is setting up the global oil and natural...

Market & Portfolio Review

America’s Great Reopening: The Sequel In this week’s stock market review, we will assess the impact of rising fear over the spread that the COVID-19 Delta variant has had on economically sensitive stocks and how investors with a long-term mindset can turn the...

Market & Portfolio Review

In this week’s market and portfolio review, we will focus on the rolling stock market correction that is taking place under the surface of the stock market. We want to understand what sectors have already been hit and are set to recover versus those sectors that might...
Tech Valuations Surpass 2000 Levels

Tech Valuations Surpass 2000 Levels

Robert Reaburn:  Executive Vice President and Head of Wealth Management at LifePro Asset Management:  Tech Alert! Technology valuations are now PAST 2000 highs. We are urging caution in this area. We prefer cheaper areas of the market such as energy, financials and...