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...

07|09|2024

Earnings Slaughter? | July 5, 2024

There was an onslaught of data last week, which led to gains. Should more be expected with the coming earnings season? Monday                       S&P 500 0.27%| NASDAQ 0.83% ISM Manufacturing unexpectedly...

07|03|2024

Expect Volatility? | June 28, 2024

Markets were moving all over last week and thankfully landed in the green. Should this volatility be expected going forward? Monday                       S&P 500 0.31%| NASDAQ 1.09% With very little data...

06|18|2024

Calm Before the Calm??? | June 14, 2024

Markets climbed nicely this last week. Is this the calm before the storm? Monday                       S&P 500 0.26%| NASDAQ 0.35% It was a rather muted start to the week. There was...

05|14|2024

End Result | May 10, 2024

The end result of the week was green, but was there reason for it and does it tell us anything for this week? Monday                       S&P 500 1.03% | NASDAQ...

Momentum

02|13|2024

Market Momentum? | February 9, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, CPI, PPI, Oil, Retail Sales, Sentiment   Markets lost ground for the second week. Does this say more...

02|06|2024

Driving Force of Markets | Feb 2, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, EARNINGS, JOBS, RATES   The week landed in the green again! Is the driving force of that...

hope

01|30|2024

Is There Any Hope? | January 26, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Earning, GDP, Rates, PCE    Equities advanced and the economy looked strong in the fourth quarter. Does...

haunted

01|23|2024

Haunted Market? | January 19, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Dollar, Rates, FRB    Stock markets gained on the week despite rising interest rates. Will that come...