Category Archives: Joe Keating

Investment Strategy Statement | April 2, 2018

CenterState Wealth Management Investment Strategy Statement April 2, 2018 I. Equity Markets A. Threats of Protectionist Trade Policies Undercut Stock Prices. The tone and tenor in the stock market has changed dramatically since new all-time highs were recorded on January 26, placing the rally in common stocks at a crossroads. The surge in optimism and […]

A Note to Our Clients | February 9, 2018

CenterState Wealth Management A Note to Our Clients February 9, 2018 While it was difficult and somewhat unsettling to watch the Dow Jones Industrial Average suffer through two 1000+ point drops this week, leaving the DJIA and the S&P 500 -8.8% and -9.1% below their respective peak levels on January 26 to today’s close, we […]

Investment Strategy Statement | February 1, 2018

CenterState Wealth Management Investment Strategy Statement February 1, 2018 I. Equity Markets A. Common Stocks Open 2018 with a Bang! Up until earlier this week, the reaction of investors to Donald Trump’s election, improving economic growth across the globe, and the rebound in operating earnings over the past six quarters has been nothing short of […]

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 […]