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...

fork

10|17|2023

Fork In The Road | October 13, 2023

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS:   S&P 500, NASDAQ, Oil, Rates, FRB, PPI, CPI The week was mixed. Is this a fork in the road? Which...

cuts

09|26|2023

Fed Cuts Hope! | Sept. 22, 2023

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS:   S&P 500, NASDAQ, FRB, Rates The Fed made a case for no cuts next year. Markets were hoping for cuts...

09|19|2023

Short-Term Move… | September 15, 2023

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS:   S&P 500, NASDAQ, fuel, FRB, UAW Markets moved lower even as inflationary data was encouraging. What does this mean in...

September

09|06|2023

Lost September? | September 1, 2023

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS:   S&P 500, NASDAQ, China, Jobs, PCE, FRB Markets gained for the week but lost for the month. Which indication should...

green

08|29|2023

Green on the Screen| August 25, 2023

AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE:   Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, Nvidia, Banks, FRB There was green on the screen for the first time in...

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,...