markets

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?...

Storms

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...

fork

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...

rearview markets

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...

At the Market.

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...

cuts

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...

September

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...

green

08|29|2023

Green on the Screen| August 25, 2023

AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE:   Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, Nvidia, Banks, FRB There was green on the screen for the first time in...