look out ahead

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...

Rally

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...

markets

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?...

gains

08|08|2023

Market Crunch | August 4, 2023

AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE:   Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, PMI, Earnings, Rates, FRB Markets got crunched last week. Is there a reason to...

Economic Driver

08|01|2023

Economic Driver? | July 28, 2023

AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE:   Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, PMI, Earnings, Rates, FRB It was a good week. Will earnings push that forward...

Deja Vue

07|25|2023

Deja Vue, or Something Different? | July 21, 2023

AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE:   Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, FRB, Retail Sales, Earnings Tech lagged last week, like 2022. Was this Deja Vue,...

05|02|2023

Hiding Chaos | April 28, 2023

AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE:   Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, Tech, Banks, Earnings Markets moved higher while hiding some volatility. Will this week show...

02|14|2023

Market Pull Back Trend? | February 10, 2023

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, FRB, Oil, Earnings, Sentiment Markets pulled back this last week. What could...

01|31|2023

Are Markets About to Falter? | January 27, 2023

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, GDP, PCE, PMI, Earnings Markets surged as earnings season rolled on last...

11|21|2022

Gobble, Gobble, Gobble | November 18, 2022

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, Poland, Earnings, Housing It’s almost gobble, gobble, gobble time. What should you...