12|01|2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: Retirement Planning, 401k, IRA, ROTH, SIMPLE IRA, SEP IRA We hope you all are doing well! We are reaching out...
11|28|2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, FRB, Microsoft, Goods Orders, Black Friday We are Thankful for four straight weeks of market gains. Should more...
11|27|2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Housing, Yields, S&P 500, Consumer Sentiment Michigan Consumer Sentiment fell to 61.3 (Nov) from 63.8 (Oct) but was above...
11|21|2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Moody’s, CPI, Retail It was a good week for growth. Whispers of recession seem to be fading,...
11|20|2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, CPI, Retail Sales, Yields, S&P 500 The Consumer Price Index (CPI)(MoM) was unchanged in October resulting in a drop...
11|14|2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Earnings, FRB, Rates The celebration continued as markets rose ahead of year end. Were there concerns that...
11|14|2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Housing, Yield, S&P 500, Consumer Sentiment The U.S. MBA 30-year Mortgage Rate fell to 7.61% after hovering around 7.86%...
11|07|2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, Rates, Earnings Pop the champagne, a rally has begun! Is it sustainable or should there be...
11|06|2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Yield, Manufacturing & Services, S&P 500 The S&P 500 jumped 240.97 points (6.27%) this week, closing at 4,358.34 and...
10|31|2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Rates, Earnings, GDP Last week saw markets officially move into correction territory. Is there more to come?...
