04|02|2024

Steady As She Goes…| March 29, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Housing Data, Durable Goods, GDP, Sentiment, PCE   Markets were little changed for the week. Is this a...

04|01|2024

Leading Indicator Watch | March 29, 2024

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, Prices, Goods, Housing, Building, Yields, Money Supply,  S&P 500, Consumer Sentiment Economic data was heavy in a holiday-shortened trading week....

03|26|2024

Rowing in a Barrel? | March 22, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ   Markets barreled ahead last week. Should more be expected or was this just a bounce from two...

03|19|2024

Losing Ground | March 15, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, CPI, PPI, Oil, Retail Sales, Sentiment   Markets lost ground for the second week. Does this say more...

03|18|2024

Leading Indicator Watch | March 15, 2024

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, CPI, PPI, Yields, S&P 500 Price data made headlines this past week: The Core Consumer Price Index (CPI)(Feb) rose...

03|12|2024

Broken Week…| March 8, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Tech, Bitcoin, ISM, FRB, Jobs    Markets broke lower for the week, but with some strong up...

03|11|2024

Leading Indicator Watch | March 8, 2024

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, Yields, Services, S&P 500 Jobs data diverged this week with positive and less-than positive news. Non-Farm Payrolls (Feb) added...

03|05|2024

Next Move…| March 1, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, housing, earnings, GDP, PCE, Manufacturing Markets advanced on the week, but was there a tell about the...

consumer

03|04|2024

Leading Indicator Watch | March 1, 2024

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, PCE, Goods, Housing, Yields, Money Supply, S&P 500, Consumer Sentiment The U. of Michigan Consumer Sentiment fell to 76.9...