05|14|2024

End Result | May 10, 2024

The end result of the week was green, but was there reason for it and does it tell us anything for this week? Monday                       S&P 500 1.03% | NASDAQ...

05|07|2024

Busy Signal | May 3, 2024

Markets were busy with plenty of data. Did the end of April give us any signal into how May could perform? Monday                      S&P 500 0.32% | NASDAQ 0.35% 11 major...

04|30|2024

Market Breather…| April 26, 2024

Markets grew for the week for the first time in a month. Is it a reason to celebrate or a breather in the pullback? Monday                      S&P 500 0.87% | NASDAQ...

04|23|2024

Expect Red…| April 19, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Retail Sales, Housing, Earnings, Tech   Markets sold consistently across the week. Is there more red to expect...

04|16|2024

Inflated Importance? | April 12, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Small Business, CPI, FRB Minutes, PPI, Jobs, Earnings    The week was all about inflation data, but...

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...

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|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...