01|06|2020

Leading Indicator Watch | Jan. 3, 2020

We are off to a decent start of the new year according to many of our leading indicators. Manufacturing & Services, however, is under 50 for the 5th consecutive...

12|31|2019

Year In Review | December 27, 2019

  AUTHOR: Jason J. Roque, CFP®, APMA® TITLE:       Investment Adviser Rep – CCO TAGS:      GDP, CPI, PMI, S&P, Trade There were some bumps in the road for what turned...

12|31|2019

Leading Indicator Watch | December 27, 2019

Before I publish Market Thoughts this week, here are some economic indicators that caught my eye.  Click here to view my insights on the latest economic activity and what...

12|23|2019

Leading Indicator Watch | December 20, 2019

Follow the trends that changed last week in the US markets. Click here to access our weekly Leading Indicator Watch.

12|17|2019

Early Christmas | December 17, 2019

  AUTHOR: Jason J. Roque, CFP®, APMA® TITLE:       Investment Adviser Rep – CCO TAGS:      Trade, FRB, Brexit, ECB Christmas came early for the economy last week as progress was...

12|16|2019

Leading Indicator Watch | December 16, 2019

Follow the trends that changed last week in the US markets. Click here to access our weekly Leading Indicator Watch.

12|10|2019

Whipsaw | December 10, 2019

  AUTHOR: Jason J. Roque, CFP®, APMA® TITLE:       Investment Adviser Rep – CCO TAGS:      Trade, Jobs, Oil, Stimulus Markets whipsawed about last week as trade, economic data, and fiscal...

12|09|2019

Leading Indicator Watch | Dec. 6, 2019

Markets were turbulent last week. What indicators moved through all the swings? Find out here, in our Leading Indicator Watch.

12|03|2019

Favorable Noise | December 3, 2019

  AUTHOR: Jason J. Roque, CFP®, APMA® TITLE:       Investment Adviser Rep – CCO TAGS:      Trade, Japan, Europe Most of the moves over the last week were motivated by favorable...

12|02|2019

Charles Schwab Corporation to Acquire TD Ameritrade

The Charles Schwab Corporation announced an all stock acquisition of TD Ameritrade Holding Corporation.  A brief summary from the press release is below:   SAN FRANCISCO & OMAHA, Neb.–(BUSINESS...