12|04|2024

Monthly Market Monitor | November – 2024

Monitoring market activity across the month did not come without its ups and downs. The move up early in the month has been sustainable thus far… Should that continue?...

10|15|2024

Monthly Market Monitor | September – 2024

September is in the books, and it was historically strong on the monitor. Are Markets likely to continue this trend? Fixed Income                      2-Yr Treas Yield 3.66% | 10-Yr...

09|05|2024

Monthly Market Monitor | August 2024

Author: Jason Roque, CFP®, APMA®, AWMA® Title: Investment Adviser Rep – CCO Tags: S&P 500, NASDAQ, Yield Curve, FRB, Rates, Nvidia The monitor flashed quite a bit of red...

07|09|2024

Earnings Slaughter? | July 5, 2024

There was an onslaught of data last week, which led to gains. Should more be expected with the coming earnings season? Monday                       S&P 500 0.27%| NASDAQ 0.83% ISM Manufacturing unexpectedly...

06|18|2024

Calm Before the Calm??? | June 14, 2024

Markets climbed nicely this last week. Is this the calm before the storm? Monday                       S&P 500 0.26%| NASDAQ 0.35% It was a rather muted start to the week. There was...

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...

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...