04|04|2023
Let the Celebration Begin | March 31, 2023
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, SVB, FRB, PCE Let the celebration begin as the banking crisis ends; or...
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...