Category Archives: Investments

Investment Strategy Statement | May 1, 2017

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 […]

Investment Strategy Statement | April 3, 2017

CenterState Wealth Management Investment Strategy Statement April 3, 2017 I. Equity Markets A. Failure of Health Care Bill Pushes Stocks A Touch Lower. The S&P 500 declined a modest -2.3% from March 1 to March 27 as skepticism grew over whether or not the White House will be able to push through promised fiscal stimulus […]

Investment Strategy Statement | March 1, 2017

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 […]

Investment Strategy Statement | February 1, 2017

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 […]

Investment Strategy Statement | January 3, 2017

CenterState Wealth Management Investment Strategy Statement January 3, 2017 I. Equity Markets A. Optimism Reigns! Stocks Climb a Wall of Hope. Following a brutal start to 2016 with the major stock market measures dropping -10.1% to -16.0% to the lows on February 11, all of the stock market indices surged to new highs last month. […]