Posts By: Jason Roque

3 KEYS TO RETIREMENT PLANNING

Retirement planning should not be taken lightly. Consider for a moment having to go back to work years after retiring, but having to take a minimum wage position because you are no longer qualified for the positions you previously held. Make sure you consider some of the following to make…
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Trouble in the Water! | June 9, 2017

Since the beginning of the year, markets have screamed ahead leaving many to wonder how long it can continue at this pace. Did a warning sign make itself apparent last week? Year to date (YTD) through June 9th the S&P 500 has grown by 8.62%. First quarter earnings were strong,…
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Jobs or No Jobs

The US markets reached all-time highs at the end of the week. But was the growth induced by growth??? The growth towards the end of the week was spurred on by weaker than expected jobs data. This market movement is not one spurred by earnings and growth, but rather the…
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Fed in Focus

The year started with great promise and has so far delivered. Can it keep progressing at this pace?   The year started with promise in the way of a fully aligned government focused on fiscal stimulus. There was hope of tax reform, financial deregulation, healthcare reform, and infrastructure spending. Everyone…
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Economic Peak? | May 19, 2017

Last week saw a return to volatility briefly as the Dow Jones experienced the largest losses for the year. Behind the scenes though, something was happening and economic growth appears to be re-accelerating… or was this the peak? Re-acceleration? Soft economic indicators have been expanding over the past six months….
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3 Opportunities | May 12, 2017

Markets have been reaching all-time highs while volatility reaches all-time lows.  Finding growth opportunities in the current market environment can be challenging.  Here are three areas of opportunity in the current environment. International Equities:  Weakness in the € and ¥ last year have translated into more competitive international companies.  Earnings are beginning…
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