09|17|2024

Full Steam Ahead? | September 13, 2024

Author: Kerry Hilsabeck, CFP® Title: Investment Adviser Representative Tags: S&P 500, NASDAQ, CPI, Sentiment, Federal Reserve, Credit Markets gained some momentum this week. Will there be another pullback or...

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...

04|02|2024

Steady As She Goes…| March 29, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Housing Data, Durable Goods, GDP, Sentiment, PCE   Markets were little changed for the week. Is this a...

03|19|2024

Losing Ground | March 15, 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|14|2023

Market Pull Back Trend? | February 10, 2023

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, FRB, Oil, Earnings, Sentiment Markets pulled back this last week. What could...

11|28|2022

Leading Indicator Watch | November 25, 2022

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, Goods, Housing, Yield Curve, Money Supply, S&P 500, Sentiment Highlights from the November 25, 2022 Leading Indicator Watch: The...

08|16|2022

Strength in Numbers | August 12, 2022

Markets rose for the week. Is the strength sustainable, or in bear market form, will the numbers fade? Monday   S&P 500 0.10% | NASDAQ 0.10% Tech stocks weighed on...

03|28|2022

Leading Indicator Watch | March 25, 2022

Highlights from the March 25th Leading Indicator Watch: Initial jobless claims fell to 187k, the lowest figure in over 52 years. Continuing claims continued its downward trend, falling to...

01|19|2022

Docile Week? | January 14, 2022

Docile week as markets reflected marginal losses? No, not at all… What really happened throughout the week? Monday Markets dug a large hole to start the week but worked...