Home
About
Mission
Who We Are
Services
Investment Management
Advanced Planning
Financial Process Management
Viewpoints
Contact
Client Login

WhartonHill Investment Advisors

Home
About
Mission
Who We Are
Services
Investment Management
Advanced Planning
Financial Process Management
Viewpoints
Contact
Client Login
April 29, 2025
Quarterly Perspectives
Clark Stossel
Quarterly Investment Perspectives

Our latest Quarterly Investment Perspectives looks at the tariff rollout that is roiling global investment markets and where we might go from here.

Quarterly Investment Perspectives
March 5, 2025
Viewpoints
Clark Stossel
Viewpoints

“I have depended on the success of American businesses and I will continue to do so.”

Viewpoints
February 4, 2025
Viewpoints
Clark Stossel
Viewpoints

“If all that sudden volatility ever teaches us is to always be humble no matter what our good fortune, then volatility truly is our friend”

Viewpoints
December 23, 2024
Annual Outlook
Clark Stossel
Annual Outlook - 2025

2025 - A Tale of Two Themes: Strong Economic Growth and Expensive Stocks

Annual Outlook - 2025
November 6, 2024
Viewpoints
Clark Stossel
Viewpoints

“It is hard for investors to bet on politics. If you must, the cleanest way to do it is in the betting markets, not the stock market.”

Viewpoints
Clark Stossel
February 28, 2023
Viewpoints

Viewpoints

Clark Stossel
February 28, 2023
Viewpoints
Viewpoints

“I find most interesting about investing is how paradoxical it is: how often the things that seem most obvious – on which everyone agrees – turn out not to be true.”

Source: https://static1.squarespace.com/static/5977ddabcd0f68d2902725fc/t/63fe2b6ac3caae4891ed7226/1677601642642/ViewPoints_March.pdf

Tagged: Recession, Stocks, Stock Market, Market Commentary, Wealth Management, Wages, Federal Reserve, Inflation, Portfolios, Interest Rates, Bonds, Boom, Bust, Markets, Investments, Money, Economy

Clark Stossel
January 4, 2023

Annual Outlook: 2023

Clark Stossel
January 4, 2023
Annual Outlook: 2023

Our Annual Outlook recaps all the investment and economic trends of 2022 and provides out thoughts on the year ahead.

Source: https://static1.squarespace.com/static/5977ddabcd0f68d2902725fc/t/63b59d4cd9dde04f33b015f1/1672846668793/QIP+Q1+2023.pdf

Clark Stossel
November 11, 2022
Viewpoints

Viewpoints

Clark Stossel
November 11, 2022
Viewpoints
Viewpoints

“You want a friend in Washington? Get a dog”

Source: https://static1.squarespace.com/static/5977ddabcd0f68d2902725fc/t/636e66ae147d47644cef756f/1668179630665/ViewPoints_November+-+Election.pdf

Tagged: Elections, Midterms, Republicans, Democrats, Stocks, Equities, Economy, Economics, Market Commentary, Federal Reserve, Inflation, Investments, Wealth Management, Markets

Newer Posts
Older Posts

WhartonHill Investment Advisors regularly publishes commentary on the global economy and market environment.  Viewpoints provides a monthly, high level analysis of current market events, while Quarterly Investment Perspectives takes a deeper dive into underlying trends and how they tie into the big picture.

Subscribe

Sign up with your email address to receive our latest commentary.

Thank you!
  • April 2025
    • Apr 29, 2025 Quarterly Investment Perspectives Apr 29, 2025
    • Apr 3, 2025 Viewpoints - Tariffs Apr 3, 2025
  • March 2025
    • Mar 5, 2025 Viewpoints Mar 5, 2025
  • February 2025
    • Feb 4, 2025 Viewpoints Feb 4, 2025
  • December 2024
    • Dec 23, 2024 Annual Outlook - 2025 Dec 23, 2024
    • Dec 3, 2024 Perspectives Dec 3, 2024
  • November 2024
    • Nov 6, 2024 Viewpoints Nov 6, 2024
  • October 2024
    • Oct 11, 2024 Quarterly Investment Perspectives Oct 11, 2024
  • September 2024
    • Sep 11, 2024 Viewpoints Sep 11, 2024
  • August 2024
    • Aug 12, 2024 Viewpoints Aug 12, 2024
  • July 2024
    • Jul 22, 2024 Quarterly Investment Perspectives Jul 22, 2024
  • June 2024
    • Jun 12, 2024 Viewpoints Jun 12, 2024
  • May 2024
    • May 7, 2024 Viewpoints May 7, 2024
  • April 2024
    • Apr 10, 2024 Quarterly Investment Perspectives Apr 10, 2024
  • March 2024
    • Mar 4, 2024 Viewpoints Mar 4, 2024
  • January 2024
    • Jan 16, 2024 Annual Outlook: 2024 Jan 16, 2024
  • November 2023
    • Nov 8, 2023 Viewpoints Nov 8, 2023
  • October 2023
    • Oct 18, 2023 Quarterly Investment Perspectives Oct 18, 2023
  • August 2023
    • Aug 17, 2023 Viewpoints Aug 17, 2023
  • July 2023
    • Jul 26, 2023 Quarterly Investment Perspectives Jul 26, 2023
  • June 2023
    • Jun 9, 2023 Viewpoints Jun 9, 2023
  • May 2023
    • May 3, 2023 Viewpoints May 3, 2023
  • April 2023
    • Apr 17, 2023 Quarterly Investment Perspectives Apr 17, 2023
  • March 2023
    • Mar 13, 2023 Viewpoints - Silicon Valley Bank Mar 13, 2023
  • February 2023
    • Feb 28, 2023 Viewpoints Feb 28, 2023
  • January 2023
    • Jan 4, 2023 Annual Outlook: 2023 Jan 4, 2023
  • November 2022
    • Nov 11, 2022 Viewpoints Nov 11, 2022
  • September 2022
    • Sep 9, 2022 Viewpoints Sep 9, 2022

101 West Elm Street, Suite 340, Conshohocken, PA 19428

Phone:  (215) 641-2370

Back to Top

Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and WhartonHill Investment Advisors are not affiliated. Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training. IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.