02|06|2023

Leading Indicator Watch | February 3, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, Housing, Yield Curve, Manufacturing, Services, S&P 500 Highlights from the February 3, 2023 Leading Indicator Watch: The Federal Reserve...

01|31|2023

Are Markets About to Falter? | January 27, 2023

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, GDP, PCE, PMI, Earnings Markets surged as earnings season rolled on last...

01|30|2023

Leading Indicator Watch | January 27, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, GDP, Goods, Housing, Building, Yield Curve, Money Supply, S&P 500 Highlights from the January 27, 2023 Leading Indicator Watch:...

01|24|2023

Making the Grade? | January 20, 2023

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, Financials, Homes, Jobs Stocks ended mixed last week. Are stocks making the...

01|23|2023

Leading Indicator Watch | January 20, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, PPI, Retail Sales, Housing, Building, Yield Curve, S&P 500 Highlights from the January 20, 2023 Leading Indicator Watch: Retail...

01|18|2023

The Inflation Front | January 13, 2023

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, Inflation, Consumer Sentiment Inflation fell for the fifth month in a row...

01|17|2023

Leading Indicator Watch | January 13, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, CPI, Yield Curve, S&P 500, Consumer Sentiment Highlights from the January 13, 2023 Leading Indicator Watch: The S&P 500...

01|13|2023

2023 Contribution Increases

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   IRA, ROTH, SIMPLE, 401K, Contribution IRA and 401K annual contribution limits rose for 2023. This...

01|10|2023

Green with Caution…

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, Manufacturing, PMI, FRB, Jobs The year opened in the green. Should our...

01|09|2023

Leading Indicator Watch | January 6, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, Goods, Yield Curve, Manufacturing, Services, S&P 500 Highlights from the January 6, 2023 Leading Indicator Watch: ADP Nonfarm Employment...