01|03|2024
Reason for Pause? | December 29, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ The year ended in the green for the week, month, quarter, and year! Can it continue...
12|27|2023
Green Santa? | December 22, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, FDX, Oil, Jobs, PCE The week ended in the green as the Santa Claus Rally...
12|19|2023
Declaring Victory… | December 15, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, CPI, Retail Sales, Rates The Fed declared victory over inflation Wednesday. Was that just a battle...
12|12|2023
Bring The Pain? | December 8, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Factory Orders, Jobs, FRB Another weekly gain in the books! Will the Federal Reserve Bank deliver...
12|05|2023
Will Santa Deliver? | Dec. 1, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Homes, FRB, GDP, PCE Markets rose for the week. Will Santa fizzle out or make good...
11|28|2023
Thankful for Gains! | Nov. 24, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, FRB, Microsoft, Goods Orders, Black Friday We are Thankful for four straight weeks of market gains. Should more...
11|21|2023
Whispers of The Path Ahead… November 17, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Moody’s, CPI, Retail It was a good week for growth. Whispers of recession seem to be fading,...
11|14|2023
Look Out Ahead! | November 10, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Earnings, FRB, Rates The celebration continued as markets rose ahead of year end. Were there concerns that...
11|07|2023
Pop the Champagne? | Nov. 3, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, Rates, Earnings Pop the champagne, a rally has begun! Is it sustainable or should there be...
10|31|2023
Markets Sliding… | October 27, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Rates, Earnings, GDP Last week saw markets officially move into correction territory. Is there more to come?...