The Strategist
Clark Stossel
The Strategist: Trump Accounts - What's In a ...

Let’s begin by acknowledging the obvious: the name “Trump” has become one of the most polarizing names in political history. Many of you may recognize the “What’s in a Name?” reference from William Shakespeare’s Romeo and Juliet. As always, we will approach this topic as dispassionately as possible, without regard to whether you are a Montague or a Capulet. The app is available on your smartphone now, and the accounts are launching on July 4, so let’s dive in.

The Strategist: Trump Accounts - What's In a Name?
Clark Stossel
Viewpoints

“We wanted flying cars, instead we got 140 characters.”

Viewpoints
Viewpoints
Clark Stossel
Viewpoints

“Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria.”

Viewpoints
Clark Stossel
Viewpoints

“There’s never going to be a time when things are fully settled, and I just have to continue to run my business”

Viewpoints
Viewpoints
Clark Stossel
Viewpoints

“The Federal Reserve needs new thinking – its models are unreliable, its policies erratic and its guidance confusing. It is also politically vulnerable.”

Viewpoints

Portfolios

Semi-Annual Outlook

Semi-Annual Outlook

Our semi-annual outlook takes stock of the current market environment and analyzes how the rest of the year and beyond could develop.

Annual Outlook - 2026

Annual Outlook - 2026

Our Annual Outlook recaps the prior year and provides our outlook for 2026, touching on AI, the stock market, and portfolio positioning.

Quarterly Investment Perspectives

Quarterly Investment Perspectives

Our latest Quarterly Investment Perspectives recaps the third quarter and looks ahead to the end of the year.

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Phone:  (215) 641-2370