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...
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...
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...
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...
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...
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...
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...
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...