04|04|2023
Let the Celebration Begin | March 31, 2023
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, SVB, FRB, PCE Let the celebration begin as the banking crisis ends; or...
03|21|2023
Below the Market’s Surface | March 17, 2023
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, SVB, FRB, Rates Markets performed well last week. Below the surface lurked...
03|14|2023
Going Out of Business Sale… | March 10, 2023
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, FRB, SVB, Rates Markets closed out last week with a bank failure....
03|07|2023
The Bad News Trend…| March 3, 2023
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, CPI, Retail Sales, PCE It was a good week for markets. Lately,...
02|28|2023
Back to Earth | February 24, 2023
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, CPI, Retail Sales, PCE Inflation pulled markets back to earth last week....
02|22|2023
Heart Stopper? | February 17, 2023
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, CPI, FRB, Retail Sales No heart stoppers this last week as markets...
02|14|2023
Market Pull Back Trend? | February 10, 2023
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, FRB, Oil, Earnings, Sentiment Markets pulled back this last week. What could...
02|07|2023
Derailing the Fed’s Plan | February 3, 2023
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, FRB, Rates, Jobs, PMI While the Fed was the headliner, the Jobs...
01|31|2023
Are Markets About to Falter? | January 27, 2023
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, GDP, PCE, PMI, Earnings Markets surged as earnings season rolled on last...