Category Archives: Wealth and Asset Management

Investment Strategy Statement | March 1, 2019

CenterState Wealth Management Investment Strategy Statement March 1, 2018 I. Equity Markets A. Rally in Common Stocks Continues Through February. The positive momentum in the stock market during January carried over to February. Federal Reserve Chairman Jerome Powell got the stock rally started by going to great lengths on January 4 to change the narrative […]

Investment Strategy Statement | February 1, 2019

CenterState Wealth Management Investment Strategy Statement February 1, 2018 I. Equity Markets A. Recession Worries Fade, Stocks Prices Rise. Following a miserable fourth quarter of 2018 when the S&P 500 declined -19.6% from October 3 — the day Federal Reserve Chairman Jerome Powell said the central bank was “a long way” from getting interest rates […]

Investment Strategy Statement | January 2, 2019

CenterState Wealth Management Investment Strategy Statement January 2, 2018 I. Equity Markets A.  Rough December Turns Stocks Negative on the Year. Growing concerns over a significant slowdown in the economy’s growth rate in 2019, possibly even turning into a recession, drove stock prices lower during October. Those fears remained in place and became even more […]

Investment Strategy Statement | December 3, 2018

CenterState Wealth Management Investment Strategy Statement December 3, 2018 I.  Equity Markets A. Federal Reserve Tries to Walk Back Chairman Powell’s October Comments. In last month’s ISS, we blamed growing fears over the Federal Reserve’s efforts to raise interest rates as the key reason for the -9.4% drop in the S&P 500 from the end […]

Investment Strategy Statement | November 1, 2018

CenterState Wealth Management Investment Strategy Statement November 1, 2018 I.  Equity Markets A. Stocks Drop as Investors Increasingly Fear a Tighter Monetary Common stocks suffered through a sudden and sharp decline during October, with the S&P 500 and the DJIA giving back all of their 2018 gains to the lows recorded on October 29. Pundits […]

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 […]

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 […]

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, […]