09|12|2023
In the Red | September 8, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, China, Apple, Jobs Markets gave back half the gains for last week, starting the first week of...
09|06|2023
Lost September? | September 1, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, China, Jobs, PCE, FRB Markets gained for the week but lost for the month. Which indication should...
08|22|2023
2022 Flashback! | August 18, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, China, Jobs, Inflation Markets shed weight for the third week in a row. With...
08|15|2023
Light in the Distance? | August 11, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Banking, China, CPI, PPI Markets have retreated for two weeks in a row. Should...
12|06|2022
Will Silence Be Golden? | December 2, 2022
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, China, Homes FRB, Jobs The Fed lifted markets last week. Will two...
11|29|2022
Reading Tea Leaves…| November 25, 2022
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Oil, China, FRB, volume Low volumes resulted in gains last week. Can...
08|11|2020
Exhausting All Options| August 7, 2020
The government is exhausting all options in the fight over stimulus. Did this turmoil help or hurt markets? Monday Markets rose to open the week largely on hopes that...
07|21|2020
Silver Lining | July 17, 2020
Markets rose last week as silver linings continue to be in focus. Are these silver linings really a way forward? Economic Data Throughout the week, the data released showed...
04|14|2020
Sustainable Rally? | April 9, 2020
The global rally continued last week. Is it sustainable and are we out of the bear market?
04|08|2020
Corona Saga | April 3, 2020
New Hope After three phases of stimulus amounting to nearly $2.3T, there is hope of yet another stimulus package. Yes, that was a T! The phase four deal, to...