Category Archives: Investments

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, […]

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 […]