Category Archives: Press Release

Assets Business Newsletter Vol. 3 – November/December 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 […]

Assets Business Newsletter Vol. 1 – July/August 2017

In this Issue Insurance Top 10 Threats to Small Businesses Bouchard Insurance Marketing 5 Steps to Take Control of your Brand Michelle Ledford, Principal / President at MADE IT Tax Season and Cybersecurity: Protecting Your Employee’s Personal Data Mark Brown, Chief Information Security Officer at CenterState Bank Human Resources Navigating Workers’ Compensation View/Print Newsletter

5 Tips for Achieving Financial Security

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 people every day. Yet, people often live in […]

Read These 8 Tips Before Selling Your Home

You love your house, but it’s time to break up. Whether you’re moving to a new city, your family house outgrown the space, or you simply want a fresh place to come home to, you’re ready to sell your house. But it probably won’t be easy. Buyers today are more informed than ever, and if […]

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. […]