Author Archives: Tricia Hansen

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 new record high. […]

Bi-monthly Newsletter Volume 2 | September/October 2017

IN THIS ISSUE Marketing Make Time for a Mid-Year Marketing Check-Up Michelle Ledford, Principal / President at MADE IT The 5 Billion Dollar Scam Mark Brown, Chief Information Security Officer at CenterState Bank Human Resources 10 EEOC Tips for Small Business Bouchard Insurance A 401(k) Checklist Bouchard Insurance View/Print Newsletter

CenterState Wealth Management

INVESTMENT STRATEGY STATEMENT October 2, 2017 I.   Equity Markets A.  Investors Continue to Focus on the Fundamentals. Once again, investors focused on the solid underlying fundamentals for common stocks last month and looked past a couple natural disasters, serious geopolitical events, and the latest political developments.  Consider that during September investors largely ignored hurricanes Harvey and […]

CenterState Wealth Management

INVESTMENT STRATEGY STATEMENT September 1, 2017 I.   Equity Markets A.  Common Stocks Little Changed During August. Unfortunately, the dysfunction in Washington, and in particular in the White House, rose to the forefront again during August.  President Trump’s reaction to the events in Charlottesville on August 12 appears to have been a turning point for the Trump […]

BI-MONTHLY NEWSLETTER VOLUME 1 | JULY/AUGUST 2017

In this Issue Insurance Top 10 Threats to Small Businesses Bouchard Insurance Marketing 5 Steps to Take Control of your Brand Michelle Ledford, Principal / President at MADE IT Tax Season and Cybersecurity: Protecting Your Employee’s Personal Data Mark Brown, Chief Information Security Officer at CenterState Bank Human Resources Navigating Workers’ Compensation www.uniquehr.com View/Print Newsletter

5 Tips for Mastering Time Management

Adult life is ridiculously hard. There seem to be thousands of “to-do’s” hovering in the nearby corners of every room, threatening to join forces and crush your willpower at any moment. Most people understand that time management is the solution to that threat, but that doesn’t make it easy to understand or put into practice. […]

5 Psychological Tips as You Pay Down Your Debt

I’m probably in the minority here, but I don’t really enjoy having debt. That’s actually a gargantuan understatement: debt is like a shadow that you can’t shake and that floods your mind when the light hits just right. It’s not a friend. Maybe it started that way, but it’s become a parasite. Do you find […]

CenterState Wealth Management

INVESTMENT STRATEGY STATEMENT May 1, 2017 I. Equity Markets A. Geopolitical Worries versus Healthy Earnings. Investors turned their attention last month to tomahawk missiles, a U.S. aircraft carrier strike group heading for the Korean peninsula, diplomatic wrangling with Russia, and trade negotiations with China centered on moderating the North Korean risk. Closer to home, the […]

10 Tips for Nailing Your Next Job Interview

It’s graduation season, which means it’s also job interview season. If the thought of selling your value to a company makes you want to crawl under your sheets and quiver, this article is for you. Even if you have confidence, but find yourself striking out again and again during your interviews, you’ll find some value […]