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...
01|18|2023
The Inflation Front | January 13, 2023
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Inflation, Consumer Sentiment Inflation fell for the fifth month in a row...
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...
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...