06|25|2025
Wild Ride | June 20, 2025
It was a wild ride last week, but markets remained with little change through it all. Will that wild ride continue? Monday S&P 500 0.94% | NASDAQ 1.52% Markets...
06|04|2025
Monthly Market Monitor | May – 2025
Monitoring equity markets this last month was easy as things climbed, The Fixed Income market was a bit different. What does it mean for the remainder of the year?...
05|07|2025
Monthly Market Monitor | April-2025
Monthly numbers for the stock market did not prove as bad as the intra-month swings. Digging into the monitor data, can we glean the path ahead? Fixed Income: 2-Yr...
04|09|2025
Monthly Market Monitor | March – 2025
The Monitor flashed Red in March. The Markets marched lower for the month. As April starts the same way, do we expect it to persist? Fixed Income 2-Yr Treas...
10|15|2024
Monthly Market Monitor | September – 2024
September is in the books, and it was historically strong on the monitor. Are Markets likely to continue this trend? Fixed Income 2-Yr Treas Yield 3.66% | 10-Yr...
07|03|2024
Expect Volatility? | June 28, 2024
Markets were moving all over last week and thankfully landed in the green. Should this volatility be expected going forward? Monday S&P 500 0.31%| NASDAQ 1.09% With very little data...
08|22|2023
2022 Flashback! | August 18, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, China, Jobs, Inflation Markets shed weight for the third week in a row. With...
06|26|2023
All Too Familiar Feeling | June 23, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ Markets retreated last week. More rate hikes bring a feeling of fear to markets...
05|16|2023
War on Inflation | May 12, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Debt Ceiling, Inflation, Banks The war on inflation took a little noticed hit last...