04|02|2024
Steady As She Goes…| March 29, 2024
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Housing Data, Durable Goods, GDP, Sentiment, PCE Markets were little changed for the week. Is this a...
03|05|2024
Next Move…| March 1, 2024
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, housing, earnings, GDP, PCE, Manufacturing Markets advanced on the week, but was there a tell about the...
01|30|2024
Is There Any Hope? | January 26, 2024
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Earning, GDP, Rates, PCE Equities advanced and the economy looked strong in the fourth quarter. Does...
01|29|2024
Leading Indicator Watch | January 26, 2024
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, PCE, GDP, Housing and Building, Yields, M2 Money Supply, S&P 500 Gross Domestic Product (GDP)(QoQ)(Q4) exceeded expectations, rising by...
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...
12|04|2023
Leading Indicator Watch | Dec. 1, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, GDP, Housing, Yields, Manufacturing, S&P 500, Consumer Gross Domestic Product (Q3) figures were revised higher to 5.2% from original...
10|31|2023
Markets Sliding… | October 27, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Rates, Earnings, GDP Last week saw markets officially move into correction territory. Is there more to come?...
07|31|2023
Leading Indicator Watch | July 28, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, GDP, Yield Curve, Money Stock, S&P 500, Consumer Sentiment Markets reacted positively to the announcement of an expected rate hike...
07|06|2023
Leading Indicator Watch | June 30, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Durable Goods, Housing, Yield Curve, Money Supply, S&P 500 We switched things up this week and got in the...
05|31|2023
A Beating in the Storm? | May 26, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Debt Ceiling, Chips, GDP, Rates Markets managed to eke out a win, but not...