12|27|2023
Green Santa? | December 22, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, FDX, Oil, Jobs, PCE The week ended in the green as the Santa Claus Rally...
12|26|2023
Leading Indicator Watch | Dec. 22, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, PCE, Housing, Yields, Housing, S&P 500, Consumer Confidence The PCE Price Index (YoY)(Nov) fell lower to 2.6% from 2.9%...
12|19|2023
Declaring Victory… | December 15, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, CPI, Retail Sales, Rates The Fed declared victory over inflation Wednesday. Was that just a battle...
12|18|2023
Leading Indicator Watch | Dec. 15, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, CPI, Retail Sales, Yields, S&P 500 The S&P 500 jumped 114.82 points this week, closing at 4,719.19 and is...
12|12|2023
Bring The Pain? | December 8, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Factory Orders, Jobs, FRB Another weekly gain in the books! Will the Federal Reserve Bank deliver...
12|11|2023
Leading Indicator Watch | Dec. 8, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Goods, Yields, Services, S&P 500, Consumer Sentiment Preliminary Michigan Consumer Sentiment is estimated to rebound sharply through the end...
12|05|2023
Will Santa Deliver? | Dec. 1, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Homes, FRB, GDP, PCE Markets rose for the week. Will Santa fizzle out or make good...
12|04|2023
Leading Indicator Watch | Dec. 1, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, GDP, Housing, Yields, Manufacturing, S&P 500, Consumer Gross Domestic Product (Q3) figures were revised higher to 5.2% from original...
12|01|2023
2024 Retirement Plan Contributions have been announced.
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
Thankful for Gains! | Nov. 24, 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...