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...
01|04|2023
Resurgence or More Red? | December 30, 2022
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Tech, Oil, Year end The weeks end and the years end both...