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...
03|20|2023
Leading Indicator Watch | March 17, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, CPI, Retail Sales, Housing, Building, Yield Curve, S&P 500 Highlights from the March 17, 2023 Leading Indicator Watch: Housing...
03|14|2023
Going Out of Business Sale… | March 10, 2023
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, FRB, SVB, Rates Markets closed out last week with a bank failure....
03|13|2023
Leading Indicator Watch | March 10, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Goods, Yield Curve, S&P 500 Highlights from the March 10, 2023 Leading Indicator Watch: The S&P 500 fell 184.05...
03|07|2023
The Bad News Trend…| March 3, 2023
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, CPI, Retail Sales, PCE It was a good week for markets. Lately,...
03|06|2023
Leading Indicator Watch | March 3, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Goods, Housing, Yield Curve, M2, Manufacturing, Services, S&P 500 Highlights from the March 3, 2023 Leading Indicator Watch: Initial...
02|28|2023
Back to Earth | February 24, 2023
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, CPI, Retail Sales, PCE Inflation pulled markets back to earth last week....