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Latest Quarterly Commentary

Portfolio Comments
For the Quarter Ending September 30, 2018

To the consternation of some, the U.S. equity markets are doing just fine. More than fine in fact; they have been breaking record highs this past quarter. As the American novelist James Branch Cabell once wryly observed: “The optimist proclaims that we live in the best of all possible worlds; and the pessimist fears this is true.” Hence, while fears abound in headlines proclaiming “Trade War”, “Midterms”, “Russian Collusion”, “Fed Tightening”, “European Crises” and such, the secular bull market for U.S. stocks resumed its ascent after a sideways pause in the middle part of the year, with positive earnings momentum emerging as the biggest driver.

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Stolper adds Strategic Equity Portfolio

In December 2017, Stolper Asset Management added a fourth portfolio, the Strategic Equity Portfolio, to its managed programs.  The portfolio’s primary objective is to provide investors with broad, but selective, exposure to both domestic and international equity markets.

2016 Delivered Surprises and Positive Returns

After a rocky start to the year, 2016 proved to be a decidedly positive one for the broad U.S. equity markets as well as the portfolios in Stolper Asset Management’s managed programs.  Contrary to most predictions, the November 2016 American Presidential election victory went to the Republican candidate Donald Trump and the equity markets reacted favorably to the change in regime.  The new presidency brings with it plans to cut personal and corporate taxes, increase defense and infrastructure spending, reduce regulation in a number of sectors, and bring changes to healthcare and immigration.  Concurrently, the expectation is for more interest rate rises going forward.  The hoped-for result is accelerated growth and a more robust domestic economy.  Positive macro changes are always welcome but, as always, regardless of the prevailing environment we are committed to seeking to identify quality investment opportunities based on fundamental analysis.  May the coming year be healthy and prosperous for you!

Any opinions are those of Jon Stolper and not necessarily those of RJFS or Raymond James.  Expression of opinion are as of this date and are subject to change without notice.  The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete.  There is no assurance that any of the trends mentioned will continue in the future.

Stolper Asset Management is Growing

We are pleased to introduce Zack Keeling as a recent addition to our team. In Zack’s short time so far with Stolper Asset Management, he has rigorously applied himself and passed all the requisite exams to become licensed as a financial advisor. Zack grew up in Tulsa, attending Cascia Hall School, and graduated from Oklahoma State University with a degree in Business Administration. Prior to joining us, he had completed a training program with another financial services firm. As Zack’s knowledge and experience grows under Jon’s close tutelage, he will play an important role in managing client relationships, enhancing our ability to better serve our customers’ needs.