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...
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...
02|27|2024
Jump for Joy | February 23, 2024
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Earnings, Jobs, housing. Markets jumped for the week. Mainly it happened on Thursday, but is it...
02|21|2024
Back Slide | February 16, 2024
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, CPI, Earnings, Oil, Retail Sales, Housing, PPI Markets gave back much of the previous week’s profits....
02|13|2024
Market Momentum? | February 9, 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...