12|04|2024

Monthly Market Monitor | November – 2024

Monitoring market activity across the month did not come without its ups and downs. The move up early in the month has been sustainable thus far… Should that continue?...

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%...

12|28|2021

Santa’s Coming | December 24, 2021

Is Santa’s rally coming, or will Omicron steal the show? Most importantly, what does it all mean for 2022? Monday The week opened in free fall as the Nasdaq...

06|15|2021

Finding North? | June 11, 2021

Markets moved north last week. Is the S&P 500 finding its legs or is there cause for concern? Monday Markets were mostly flat to open the week. A great...

03|23|2021

Rate Focus? | March 19, 2021

Markets ended the week slightly down from the last. Rates were in focus, but should they be? Monday Markets were in the red most of the day only to...

11|11|2019

Leading Indicator Watch | Nov. 8, 2019

Much of the data last week supported the strength in the market. Review our Leading Indicator Watch here.

08|20|2019

Classic Recession Signal

  AUTHOR: Jason J. Roque, CFP®, APMA® TITLE:      Investment Adviser Rep – CCO TAGS:       TRADE, FRB, INTEREST RATES   The yield curve inverted for the first time since ‘07....

08|06|2019

Easy, but Not | August 2, 2019

AUTHOR: Jason J. Roque, CFP®, APMA® TITLE:      Investment Adviser Rep – CCO TAGS:       TRADE, FRB, INTEREST RATES The Federal Reserve Board (FRB) delivered on easy monetary policy, but not...

07|23|2019

3 Doves, Soft Earnings, and What Brexit? | July 19, 2019

AUTHOR: Jason J. Roque, CFP®, APMA® TITLE:      Investment Adviser Rep – CCO TAGS:       TRADE, FRB, INTEREST RATES 3 Doves, soft earnings, and what Brexit? A review of the market...

07|10|2019

Faded Confidence | July 5, 2019

[1] AUTHOR: Jason J. Roque, CFP®, APMA® TITLE:      Investment Adviser Rep – CCO TAGS:       TRADE, FRB, INTEREST RATES Last week markets were mixed as the week started strong and...