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|27|2023

Leading Indicator Watch | February 24, 2023

Highlights from the February 24, 2023 Leading Indicator Watch: New Home Sales outpaced Existing Home Sales (Jan) with an increase of 7.2% and decrease of -0.7%, respectively (12th straight...

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...

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|27|2022

Leading Indicator Watch | December 23, 2022

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, PCE, Housing, Building, Yield Curve, S&P 500, Consumer Sentiment Highlights from the December 23, 2022 Leading Indicator Watch: Building...

12|05|2022

Leading Indicator Watch | December 2, 2022

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, PCE, Housing, Yield Curve, Manufacturing, S&P 500 Highlights from the December 2, 2022 Leading Indicator Watch: Labor market showed...

10|04|2022

Stock Moves | September 30, 2022

Stocks slid for another week. Was there anything we should learn from the moves this last week? Monday   S&P 500 1.03% | NASDAQ 0.60% Markets opened the week as...

08|31|2021

Telegraphed Target | August 27, 2021

The Federal Reserve is telegraphing their moves. Does this put a target on the back of markets? Monday Markets opened the week in the green. The S&P 500 continued...

08|03|2021

Holding the Economy at Bay | July 30, 2021

Markets were little changed last week, but the economic calendar was not light. What’s holding markets at bay? Monday Markets gained on Monday as the week got underway. The...