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...
12|20|2022
Shifting Gears | December 16, 2022
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, CPI, FRB, Rates Gears appear to be shifting. How did last week’s...
12|13|2022
Market Chances This Week | December 9, 2022
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Rates, FRB, CPI Markets looked ahead and did not like their chances...
12|06|2022
Will Silence Be Golden? | December 2, 2022
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, China, Homes FRB, Jobs The Fed lifted markets last week. Will two...
11|29|2022
Reading Tea Leaves…| November 25, 2022
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Oil, China, FRB, volume Low volumes resulted in gains last week. Can...
11|15|2022
Market Momentum? | November 11, 2022
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, FRB, Election, Inflation Markets gained last week… Really last Thursday. Can that...
11|08|2022
Will the Roller Coaster Continue? | November 4, 2022
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Tech, FRB, Jobs Last week was a roller coaster ride. Will it...
10|25|2022
Fool’s Gold? | October 21, 2022
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, FRB, Inflation Markets had their largest weekly gains in 4 months! Is...
10|18|2022
Where To Go From Here? | October 14, 2022
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Inflation, FRB Inflation...
10|12|2022
Misguided Optimism | October 7, 2022
Markets rose last week, and optimism was a bound early in the week. Was it misguided? Monday S&P 500 2.59% | NASDAQ 2.27% Markets opened the week in stark...