04|09|2025
Monthly Market Monitor | March – 2025
The Monitor flashed Red in March. The Markets marched lower for the month. As April starts the same way, do we expect it to persist? Fixed Income 2-Yr Treas...
01|09|2025
Monthly Market Monitor | December – 2024
The month of December did not bring gains as is typical. Monitoring the moves, markets gave us one hell of a ride. Fixed Income: 2-Yr Treas Yield 4.25% |...
01|03|2025
Final Stretch | December 27, 2024
Markets are hoping for another rally to finish the year. Will December come up empty or will seasonal optimism keep spirits high going into 2025? Monday S&P 500 0.73%...
12|24|2024
Home for Christmas? | December 20, 2024
Markets pulled back this week as volatility increased. Will markets come home for Christmas or will Scrooge get in the way? Monday S&P 500 0.38% | NASDAQ 1.24% Markets started...
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...