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Latest Quarterly Commentary

Portfolio Comments
For the Quarter Ending March 31, 2018

It was bound to happen sometime, although this fact did not make it any more palatable. After the largely relentless climb of the U.S. equity markets since the final quarter of 2016, the S&P 500 officially entered correction territory at the beginning of 2018. This was defined by the drop of over 10% experienced by the benchmark index in the span of a few short days of trading between January 27th and February 9th. The dramatic slide following a bright start to the year was short-lived, and the aftermath witnessed a choppy recovery that was then followed by another slump to see out the quarter. Continue reading

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.