02|19|2020

Choppy Waters | February 14, 2020

Markets grew last week, but waters were choppy given some uncertainties. What kept the markets from unfettered growth? Demand for Oil Recent data from the International Energy Agency points...

Red Flags

02|11|2020

Red Flags | Market Thoughts | February 7, 2020

AUTHOR: Jason J. Roque, CFP®, APMA® TITLE:       Investment Adviser Rep – CCO TAGS:      Jobs, Manufacturing, Corona Virus Markets surged last week, with the S&P 500 having its best week...

02|06|2020

Market Retreat | February 6, 2020

AUTHOR: Jason J. Roque, CFP®, APMA® TITLE:       Investment Adviser Rep – CCO TAGS:      Corona virus, GDP, USMCA, Brexit Markets retreated and there were several data points that could have...

01|28|2020

Corona Uncertainties | January 28, 2020

AUTHOR: Jason J. Roque, CFP®, APMA® TITLE:       Investment Adviser Rep – CCO TAGS:      Coronavirus Markets did not seem to be interested in economic data last week. Instead, the focus...

01|21|2020

Inflation Sidelined? | January 21, 2020

AUTHOR: Jason J. Roque, CFP®, APMA® TITLE:       Investment Adviser Rep – CCO TAGS:      Inflation Not generally an exciting topic, but still important is the role of inflation and if...

01|14|2020

Globe on Fire! | January 10, 2020

Markets rose last week on optimism, a globe on fire! Jobs Data The unemployment rate remained at 3.5% for the month of December. At the surface this may appear...

01|07|2020

Tension | January 7, 2020

AUTHOR: Jason J. Roque, CFP®, APMA® TITLE:       Investment Adviser Rep – CCO TAGS:      Trade, Geo-Politics 2019 was a strong year that closed with little tension to speak of. 2020...

year in review

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|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...

Trade Synchrony?

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...