Category Archives: Wealth and Asset Management

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 new record high. […]

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 hurricanes Harvey and […]

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 for the Trump […]

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, […]