12|28|2022

Flat Rally??? | December 23, 2022

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, Housing, BOJ, PCE The S&P 500 was flat last week. Is this...

12|20|2022

Shifting Gears | December 16, 2022

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, CPI, FRB, Rates Gears appear to be shifting. How did last week’s...

12|13|2022

Market Chances This Week | December 9, 2022

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, Rates, FRB, CPI Markets looked ahead and did not like their chances...

12|06|2022

Will Silence Be Golden? | December 2, 2022

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, China, Homes FRB, Jobs The Fed lifted markets last week. Will two...

11|29|2022

Reading Tea Leaves…| November 25, 2022

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, Oil, China, FRB, volume Low volumes resulted in gains last week. Can...

11|21|2022

Gobble, Gobble, Gobble | November 18, 2022

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, Poland, Earnings, Housing It’s almost gobble, gobble, gobble time. What should you...

11|15|2022

Market Momentum? | November 11, 2022

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, FRB, Election, Inflation Markets gained last week… Really last Thursday. Can that...

11|08|2022

Will the Roller Coaster Continue? | November 4, 2022

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, Tech, FRB, Jobs Last week was a roller coaster ride. Will it...

11|01|2022

Cause for Concern | October 28, 2022

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, PMI Data, Earnings, GDP Markets rallied for the second week in a...

10|25|2022

Fool’s Gold? | October 21, 2022

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, FRB, Inflation Markets had their largest weekly gains in 4 months! Is...