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...
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...
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...