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...
12|02|2019
Leading Indicator Watch | Nov. 29, 2019
Markets rose to fresh highs last week. Did indicators support the move? See our Leading Indicator Watch here.
11|26|2019
Pick Your Poison | November 26, 2019
AUTHOR: Jason J. Roque, CFP®, APMA® TITLE: Investment Adviser Rep – CCO TAGS: Economic Data, Trade, Brexit, Japan Markets softened last week. Pick your poison, data showed strength while trade optimism faded. Which will have a lasting effect on the market? ...
11|25|2019
Leading Indicator Watch | Nov. 22, 2019
Follow the trends that changed last week in the US markets. Click here to access our weekly Leading Indicator Watch.
11|19|2019
Recent Strength = Future Growth? | November 19, 2019
AUTHOR: Jason J. Roque, CFP®, APMA® TITLE: Investment Adviser Rep – CCO TAGS: Trade, FRB, GDP, Brexit Markets climbed again last week. Does recent market strength translate into...
11|18|2019
Leading Indicator Watch | Nov. 15 2019
Last week was light with regards to economic data, but see what shifted here.
11|12|2019
Growth Trek or Melt Up? | November 12, 2019
AUTHOR: Jason J. Roque, CFP®, APMA® TITLE: Investment Adviser Rep – CCO TAGS: Earnings, Trade, exports, Services Markets continued their growth trek last week with earnings, trade,...