04|18|2023
Modest Hikes Ahead? | April 14, 2023
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, CPI, PPI, FRB, Rates Markets grew modestly last week. What does the data...
04|17|2023
Leading Indicator Watch | April 14, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, CPI, Retail Sales, Yield Curve, S&P 500 The S&P 500 rose 32.62 points and the VIX (CBOE Volatility Index)...
04|11|2023
Leading Indicator Watch | April 7, 2023
The latest jobs report leads our economic discussion this week: While initial Jobless claims fell more than expected to 228k, continuing jobless claims jumped to 1,823k from 1,817k. JOLTs...
04|04|2023
Let the Celebration Begin | March 31, 2023
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, SVB, FRB, PCE Let the celebration begin as the banking crisis ends; or...
04|03|2023
Leading Indicator Watch | March 31, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Goods, Housing, Yield Curve, Money Supply, S&P 500, Consumer Sentiment Highlights from the March 31, 2023 Leading Indicator Watch:...
03|31|2023
Office Announcement | March 31, 2023
It is with humble gratitude and tremendous appreciation that we announce the departure of Stefanie Gatti as our Administrative Assistant. Stef has recently accepted a position within the Peyton...
03|27|2023
Leading Indicator Watch | March 24, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Goods, Housing, Yield Curve, S&P 500 Highlights from the March 24, 2023 Leading Indicator Watch: Durable Goods Orders (MoM)(Feb)...
03|21|2023
Below the Market’s Surface | March 17, 2023
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, SVB, FRB, Rates Markets performed well last week. Below the surface lurked...