Author Archives: Tricia Hansen

Investment Strategy Statement | April 2, 2018

CenterState Wealth Management Investment Strategy Statement April 2, 2018 I. Equity Markets A. Threats of Protectionist Trade Policies Undercut Stock Prices. The tone and tenor in the stock market has changed dramatically since new all-time highs were recorded on January 26, placing the rally in common stocks at a crossroads. The surge in optimism and […]

Investment Strategy Statement | March 1, 2018

CenterState Wealth Management Investment Strategy Statement March 1, 2018 I. Equity Markets A. Fundamental Change in the Outlook for the Economy. Investors spent the past month or so adjusting to a fundamental change in the economic outlook. From the beginning of the current economic expansion in the summer of 2009 to the day of the […]

A Note to Our Clients | February 9, 2018

CenterState Wealth Management A Note to Our Clients February 9, 2018 While it was difficult and somewhat unsettling to watch the Dow Jones Industrial Average suffer through two 1000+ point drops this week, leaving the DJIA and the S&P 500 -8.8% and -9.1% below their respective peak levels on January 26 to today’s close, we […]

Investment Strategy Statement | February 1, 2018

INVESTMENT STRATEGY STATEMENT February 1, 2018 I. Equity Markets A. Common Stocks Open 2018 with a Bang! Up until earlier this week, the reaction of investors to Donald Trump’s election, improving economic growth across the globe, and the rebound in operating earnings over the past six quarters has been nothing short of phenomenal. Consider that […]

Insights Newsletter Vol. 1 January/February 2018

Basic Tips for Achieving Financial Security Ryan Drawdy No one likes the fear of meeting disaster around the corner. This is true in all areas of life, and money is certainly no exception. The threat of finances spiraling out of control from a few hefty unforeseen bills or life circumstances produces anxiety for millions of […]

Assets Business Newsletter Vol. 4 – January/February 2018

5 Steps to Developing Brand Ambassadors If you’ve spent any time analyzing your organization’s Facebook page analytics, you know that it is becoming increasingly difficult to reach your fan base. Even the most active brands producing engaging content can struggle to reach 10 percent of their fans with a given post. The first step towards […]

Investment Strategy Statement | January 2, 2018

INVESTMENT STRATEGY STATEMENT January 2, 2018 I. Equity Markets A. Sweeping Overhaul of the Nation’s Tax Code Signed into Law. With the solid 3Q 2017 earnings reporting season largely concluded, the forward momentum in the economy continuing, the December rate hike by the Federal Reserve fully discounted, and still no signs of building inflation pressures, […]

Investment Strategy Statement | December 1, 2017

CenterState Wealth Management Investment Strategy Statement December 1, 2017 I. Equity Markets A. Earnings, Economic Growth, Governor Powell, and Tax Reform. Common stocks continued their push higher last month fueled by the ongoing rebound in earnings, growing signs of synchronized global growth, the nomination of Jerome Powell as the next chairman of the Federal Reserve, […]

Assets Business Newsletter Vol. 3 – November/December 2017

Charitable Giving Tax Deduction: What Can Your Small Business Write Off? By Caron Beesley Small businesses are known for their philanthropic gestures. 75% of small firms donate to charities each year. Contributing to a worthwhile cause also gives business owners an opportunity to embed themselves in the community and network with other donors—and there are […]

Investment Strategy Statement | November 1, 2017

CenterState Wealth Management Investment Strategy Statement November 1, 2017 I. Equity Markets A. Investors Continue to Focus on the Fundamentals. Investors were primarily focused on three things last month, with the major market measures advancing again and finishing the month within a whisker of new closing highs, except for the NASDAQ Composite which hit a […]