Tag Archives: 2017

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 […]

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 www.uniquehr.com View/Print Newsletter

Investment Strategy Statement | May 1, 2017

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 […]

10 Tips for Nailing Your Next Job Interview

It’s graduation season, which means it’s also job interview season. If the thought of selling your value to a company makes you want to crawl under your sheets and quiver, this article is for you. Even if you have confidence, but find yourself striking out again and again during your interviews, you’ll find some value […]

Investment Strategy Statement | April 3, 2017

CenterState Wealth Management Investment Strategy Statement April 3, 2017 I. Equity Markets A. Failure of Health Care Bill Pushes Stocks A Touch Lower. The S&P 500 declined a modest -2.3% from March 1 to March 27 as skepticism grew over whether or not the White House will be able to push through promised fiscal stimulus […]

Investment Strategy Statement | March 1, 2017

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 […]

8 Amazing Dates for Couples on a Budget

“Money can’t buy me love,” a famous philosopher once said. No, but money can buy nice dates. Still, the reality is that most people are not where they want to be financially, and the importance of dating your partner is just as important as it will ever be. What to do? With Valentine’s Day around […]

Information Security Minute – Income Tax Fraud

It is tax season once again and the scam artists are out in full force. So please take a minute to read through this timely information on tax fraud. The prevalence of tax related identity theft is not a small problem. In Fact, in 2015, there were 600,000 incidents of tax fraud related identity theft […]