Category Archives: Investments

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 […]

CenterState Wealth Management

INVESTMENT STRATEGY STATEMENT March 1, 2017 I. Equity Markets A. Better Growth, Rebounding Earnings, and Trumpian Hope Lift Common Stock Prices. After posting moderate increases during January, common stock prices posted further gains during February, boosted by signs of an improving economic backdrop, a continued rebound in operating earnings, and hope that better times are […]

CenterState Wealth Management

INVESTMENT STRATEGY STATEMENT February 1, 2017 I.  Equity Markets A.  Confidence Measures Soar, Trump’s Dizzying Pace. Donald Trump was sworn in as the 45 president of the United States on January 20, and investors celebrated by pushing the DJIA above 20,000 for the first time three trading days later.  The surge in optimism among investors, consumers, […]

Investment Strategy Statement | December 1, 2016

CenterState Wealth Management I. Equity Markets A. The Stock Market’s Historic Run. The selling pressure in common stocks, which built during October as investors turned cautious in front of the most contentious and polarizing presidential election in recent history, spilled over into early November with the S&P 500 hitting a nine day skid — its […]

CenterState Wealth Management

A Note to Our Clients November 9, 2016 Expect Policies Which Will Boost Economic Growth. The financial markets are relatively calm this morning after selling off sharply last evening when the initial signs of Mr. Trump winning the election began to surface. We will now find out how much of what Mr. Trump said during […]