08|15|2023

Light in the Distance? | August 11, 2023

AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE:   Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, Banking, China, CPI, PPI Markets have retreated for two weeks in a row. Should...

08|14|2023

Leading Indicator Watch | August 11, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, CPI, PPI, Yield Curve, S&P 500 This week’s indicators pointed to the direction of Consumer and Producer price changes.  The...

Markets rallied

07|18|2023

Don’t Pop the Champange! | July 14, 2023

AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE:   Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, CPI, FRB, Rates, PPI Markets rallied to levels not seen in 15 months! Do...

04|18|2023

Modest Hikes Ahead? | April 14, 2023

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:   Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, CPI, PPI, FRB, Rates Markets grew modestly last week. What does the data...

02|21|2023

Leading Indicator Watch | February 17, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, CPI, PPI, Retail Sales, Housing, Yield Curve, S&P 500 Highlights from the February 17, 2023 Leading Indicator Watch: Retail...

01|23|2023

Leading Indicator Watch | January 20, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, PPI, Retail Sales, Housing, Building, Yield Curve, S&P 500 Highlights from the January 20, 2023 Leading Indicator Watch: Retail...

12|12|2022

Leading Indicator Watch | December 9, 2022

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, PPI, Yield Curve, Services, S&P 500, Consumer Sentiment Highlights from the December 9, 2022 Leading Indicator Watch: The S&P...

06|21|2022

Leading Indicator Watch | June 17, 2022

Highlights from the June 17th Leading Indicator Watch: Retail Sales (MoM)(May) fell -.3%, confirming inflation’s impact on discretionary spending (includes auto purchases). Core Retail rose .5% but was below expectations....

02|23|2022

Will the Clouds Part? | February 18, 2022

It was a rough week for markets. Volatility is up, but will it be here to stay or are the clouds soon to part? Monday Markets dropped at the...

12|20|2021

Leading Indicator Watch | December 17, 2021

Highlights from the December 17th Leading Indicator Watch: Housing starts jumped by 11.8% (MoM)(Nov) for the first positive week in 3 months and building permits rose by 3.6% (MoM)(Nov)....