Author Archives: Tricia Hansen

Insights Newsletter | Jan/Feb 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 | Jan/Feb 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

CenterState Wealth Management 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 […]

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 | Nov/Dec 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 […]

Investment Strategy Statement | October 2, 2017

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 […]

Investment Strategy Statement | September 1, 2017

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 […]

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 […]