04|18|2023

Modest Hikes Ahead? | April 14, 2023

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:   Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, CPI, PPI, FRB, Rates Markets grew modestly last week. What does the data...

04|04|2023

Let the Celebration Begin | March 31, 2023

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:   Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, SVB, FRB, PCE Let the celebration begin as the banking crisis ends; or...

03|21|2023

Below the Market’s Surface | March 17, 2023

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, SVB, FRB, Rates Markets performed well last week. Below the surface lurked...

03|14|2023

Going Out of Business Sale… | March 10, 2023

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, FRB, SVB, Rates Markets closed out last week with a bank failure....

02|22|2023

Heart Stopper? | February 17, 2023

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, CPI, FRB, Retail Sales No heart stoppers this last week as markets...

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...

02|07|2023

Derailing the Fed’s Plan | February 3, 2023

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, FRB, Rates, Jobs, PMI While the Fed was the headliner, the Jobs...

01|10|2023

Green with Caution…

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, Manufacturing, PMI, FRB, Jobs The year opened in the green. Should our...