05|29|2024

Rising Tide | Market Thoughts for May 24, 2024

Markets were buoyed on the back of growth for the week. Are markets due for a pullback or will they continue to rise with the tide? Monday                      S&P 500 0.09%...

05|21|2024

Heavy Markets | May 17, 2024

Markets saw heavy moves because of inflation data. What could carry the markets in the coming weeks? Monday                      S&P 500 0.02% | NASDAQ 0.29% There were no earnings reports or...

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...

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|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|06|2024

Driving Force of Markets | Feb 2, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, EARNINGS, JOBS, RATES   The week landed in the green again! Is the driving force of that...