Tag Archives: Investor Relations

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 | 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 […]