01|24|2023
Making the Grade? | January 20, 2023
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Financials, Homes, Jobs Stocks ended mixed last week. Are stocks making the...
01|18|2023
The Inflation Front | January 13, 2023
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Inflation, Consumer Sentiment Inflation fell for the fifth month in a row...
01|10|2023
Green with Caution…
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Manufacturing, PMI, FRB, Jobs The year opened in the green. Should our...
01|04|2023
Resurgence or More Red? | December 30, 2022
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Tech, Oil, Year end The weeks end and the years end both...
12|28|2022
Flat Rally??? | December 23, 2022
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Housing, BOJ, PCE The S&P 500 was flat last week. Is this...
12|20|2022
Shifting Gears | December 16, 2022
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, CPI, FRB, Rates Gears appear to be shifting. How did last week’s...
12|13|2022
Market Chances This Week | December 9, 2022
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Rates, FRB, CPI Markets looked ahead and did not like their chances...
12|06|2022
Will Silence Be Golden? | December 2, 2022
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, China, Homes FRB, Jobs The Fed lifted markets last week. Will two...
11|29|2022
Reading Tea Leaves…| November 25, 2022
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Oil, China, FRB, volume Low volumes resulted in gains last week. Can...
11|21|2022
Gobble, Gobble, Gobble | November 18, 2022
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Poland, Earnings, Housing It’s almost gobble, gobble, gobble time. What should you...