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...

haunted

01|23|2024

Haunted Market? | January 19, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Dollar, Rates, FRB    Stock markets gained on the week despite rising interest rates. Will that come...

01|17|2024

Sustainably Higher??? | January 12, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, Rates, Oil, CPI, PPI    The market rebounded last week. Is it a sustainable shift higher?...

suffering

01|09|2024

Is 2024 A Year of Suffering? | Jan. 5, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, Rates, Oil, Jobs    The year is starting in the red. Is that reason to think...

rally

12|27|2023

Green Santa? | December 22, 2023

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, FDX, Oil, Jobs, PCE    The week ended in the green as the Santa Claus Rally...

victory

12|19|2023

Declaring Victory… | December 15, 2023

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, CPI, Retail Sales, Rates   The Fed declared victory over inflation Wednesday. Was that just a battle...

Gains

12|12|2023

Bring The Pain? | December 8, 2023

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Factory Orders, Jobs, FRB    Another weekly gain in the books! Will the Federal Reserve Bank deliver...

12|05|2023

Will Santa Deliver? | Dec. 1, 2023

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Homes, FRB, GDP, PCE    Markets rose for the week. Will Santa fizzle out or make good...

11|28|2023

Thankful for Gains! | Nov. 24, 2023

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, FRB, Microsoft, Goods Orders, Black Friday We are Thankful for four straight weeks of market gains. Should more...

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...