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...
07|17|2023
Leading Indicator Watch | July 14, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, CPI Yield Curve, S&P 500, Consumer Sentiment Markets cheered the significant progress made towards cooling inflation for June this...
07|11|2023
Light at the end of the tunnel? | July 7, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Will a short-trading week in the markets shine light on the 2nd half of...
07|10|2023
Leading Indicator Watch | July 7, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Yield Curve, Manufacturing, Services, S&P 500 While continuing Jobless Claims fell to 1,720k from 1,733k. Initial jobless claims rose...
07|06|2023
Leading Indicator Watch | June 30, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Durable Goods, Housing, Yield Curve, Money Supply, S&P 500 We switched things up this week and got in the...
07|03|2023
Rally Anyone? | June 30, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, FRB, Consumer Confidence, Goods Markets rallied again this past week. Will strong economic data...
06|26|2023
All Too Familiar Feeling | June 23, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ Markets retreated last week. More rate hikes bring a feeling of fear to markets...
06|26|2023
Leading Indicator Watch | June 23, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, Yield Curve, S&P 500, Housing, Manufacturing, Services We haven’t talked about housing in a while. It leads our indicators...
06|21|2023
2023 Dark Days? | June 16, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Rates, FRB, CPI, Sentiment Markets climbed last week. Are dark days behind us or...
06|21|2023
Leading Indicator Watch | June 16, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, CPI, Retail Sales, Yield Curve, S&P 500 The Consumer Price Index (YoY)(May) fell to 4% from 4.9% (Apr). The...