11|07|2023
Pop the Champagne? | Nov. 3, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, Rates, Earnings Pop the champagne, a rally has begun! Is it sustainable or should there be...
10|31|2023
Markets Sliding… | October 27, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Rates, Earnings, GDP Last week saw markets officially move into correction territory. Is there more to come?...
10|24|2023
More Storms Ahead? | Oct. 20, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Retail Sales, Housing, Jobs Equities and Bonds had a rough week. Is this a signal of more...
10|17|2023
Fork In The Road | October 13, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Oil, Rates, FRB, PPI, CPI The week was mixed. Is this a fork in the road? Which...
10|10|2023
Rearview Markets… | October 6, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ With September in the rearview mirror, markets turned a profit in the first week of October. What...
10|03|2023
New Quarter, New Market? | Sept. 29, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Rates, Gov’t Shutdown Markets fell… again… Shocking I know, but a new quarter could bring a new...
09|26|2023
Fed Cuts Hope! | Sept. 22, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, Rates The Fed made a case for no cuts next year. Markets were hoping for cuts...
09|19|2023
Short-Term Move… | September 15, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, fuel, FRB, UAW Markets moved lower even as inflationary data was encouraging. What does this mean in...
09|12|2023
In the Red | September 8, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, China, Apple, Jobs Markets gave back half the gains for last week, starting the first week of...
09|06|2023
Lost September? | September 1, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, China, Jobs, PCE, FRB Markets gained for the week but lost for the month. Which indication should...