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...

01|03|2023

Leading Indicator Watch | December 30, 2022

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, Housing, Building, Yield Curve, Money Supply, S&P 500 Highlights from the December 30, 2022 Leading Indicator Watch: The S&P...

12|28|2022

Flat Rally??? | December 23, 2022

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, Housing, BOJ, PCE The S&P 500 was flat last week. Is this...

12|27|2022

Leading Indicator Watch | December 23, 2022

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, PCE, Housing, Building, Yield Curve, S&P 500, Consumer Sentiment Highlights from the December 23, 2022 Leading Indicator Watch: Building...