03|05|2024
Next Move…| March 1, 2024
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, housing, earnings, GDP, PCE, Manufacturing Markets advanced on the week, but was there a tell about the...
02|21|2024
Back Slide | February 16, 2024
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, CPI, Earnings, Oil, Retail Sales, Housing, PPI Markets gave back much of the previous week’s profits....
02|13|2024
Market Momentum? | February 9, 2024
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, CPI, PPI, Oil, Retail Sales, Sentiment Markets lost ground for the second week. Does this say more...
02|06|2024
Driving Force of Markets | Feb 2, 2024
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, EARNINGS, JOBS, RATES The week landed in the green again! Is the driving force of that...
01|30|2024
Is There Any Hope? | January 26, 2024
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Earning, GDP, Rates, PCE Equities advanced and the economy looked strong in the fourth quarter. Does...
01|23|2024
Haunted Market? | January 19, 2024
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Dollar, Rates, FRB Stock markets gained on the week despite rising interest rates. Will that come...
01|17|2024
Sustainably Higher??? | January 12, 2024
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, Rates, Oil, CPI, PPI The market rebounded last week. Is it a sustainable shift higher?...
01|09|2024
Is 2024 A Year of Suffering? | Jan. 5, 2024
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, Rates, Oil, Jobs The year is starting in the red. Is that reason to think...
01|03|2024
Reason for Pause? | December 29, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ The year ended in the green for the week, month, quarter, and year! Can it continue...
12|27|2023
Green Santa? | December 22, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, FDX, Oil, Jobs, PCE The week ended in the green as the Santa Claus Rally...