01|17|2024
Sustainably Higher??? | January 12, 2024
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, Rates, Oil, CPI, PPI The market rebounded last week. Is it a sustainable shift higher?...
01|17|2024
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, Rates, Oil, CPI, PPI The market rebounded last week. Is it a sustainable shift higher?...
01|09|2024
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, Rates, Oil, Jobs The year is starting in the red. Is that reason to think...
12|19|2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, CPI, Retail Sales, Rates The Fed declared victory over inflation Wednesday. Was that just a battle...
11|14|2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Earnings, FRB, Rates The celebration continued as markets rose ahead of year end. Were there concerns that...
11|07|2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, Rates, Earnings Pop the champagne, a rally has begun! Is it sustainable or should there be...
10|31|2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Rates, Earnings, GDP Last week saw markets officially move into correction territory. Is there more to come?...
10|17|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...
10|03|2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Rates, Gov’t Shutdown Markets fell… again… Shocking I know, but a new quarter could bring a new...
09|26|2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, Rates The Fed made a case for no cuts next year. Markets were hoping for cuts...
08|01|2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, PMI, Earnings, Rates, FRB It was a good week. Will earnings push that forward...