06|04|2024

Foreshadowing Things to Come? | May 31, 2024

It was an important week. While rates rose early, they ended the week lower. Were they foreshadowing things to come? Monday                             S&P 500 -%| NASDAQ -% Happy Memorial Day!...

05|29|2024

Rising Tide | Market Thoughts for May 24, 2024

Markets were buoyed on the back of growth for the week. Are markets due for a pullback or will they continue to rise with the tide? Monday                      S&P 500 0.09%...

04|30|2024

Market Breather…| April 26, 2024

Markets grew for the week for the first time in a month. Is it a reason to celebrate or a breather in the pullback? Monday                      S&P 500 0.87% | NASDAQ...

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...

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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...