05|07|2025

Monthly Market Monitor | April-2025

Monthly numbers for the stock market did not prove as bad as the intra-month swings. Digging into the monitor data, can we glean the path ahead?  Fixed Income: 2-Yr...

04|09|2025

Monthly Market Monitor | March – 2025

The Monitor flashed Red in March. The Markets marched lower for the month. As April starts the same way, do we expect it to persist?  Fixed Income 2-Yr Treas...

03|05|2025

Monthly Market Monitor | February – 2025

Monthly data diverged between fixed income and equities for February. In monitoring the situation, will markets continue to run in opposite directions?  Fixed Income: 2-Yr Treas Yield 3.99% |...

10|15|2024

Monthly Market Monitor | September – 2024

September is in the books, and it was historically strong on the monitor. Are Markets likely to continue this trend? Fixed Income                      2-Yr Treas Yield 3.66% | 10-Yr...

09|05|2024

Monthly Market Monitor | August 2024

Author: Jason Roque, CFP®, APMA®, AWMA® Title: Investment Adviser Rep – CCO Tags: S&P 500, NASDAQ, Yield Curve, FRB, Rates, Nvidia The monitor flashed quite a bit of red...