06|17|2025
Firm Foundation? | June 13, 2025
Markets had a relatively smooth start to the week but finished a bit shaky. Has the foundation been laid for another growth cycle? Monday S&P 500 0.09% | NASDAQ...
06|10|2025
Ride the Wave | June 6, 2025
The tide shifted in favor of equities again this week. Will markets continue to ride the wave? MondayS&P 500 0.41%| NASDAQ 0.67% ____We kicked off the month with Manufacturing...
05|02|2023
Hiding Chaos | April 28, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Tech, Banks, Earnings Markets moved higher while hiding some volatility. Will this week show...
05|01|2023
Leading Indicator Watch | April 28, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, PCE, Goods, Housing, Yield Curve, Money Supply, S&P 500, Consumer Sentiment Heading the economic news from last week, our...
04|26|2023
Markets Run Aground | April 21, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Financials, Rates, PMI Markets ran aground last week. Details in some reported earnings may...
04|18|2023
Modest Hikes Ahead? | April 14, 2023
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, CPI, PPI, FRB, Rates Markets grew modestly last week. What does the data...
04|17|2023
Leading Indicator Watch | April 14, 2023
AUTHOR: Kerry Hilsabeck, CFP® TITLE: Investment Adviser Rep TAGS: Jobs, CPI, Retail Sales, Yield Curve, S&P 500 The S&P 500 rose 32.62 points and the VIX (CBOE Volatility Index)...
04|11|2023
Leading Indicator Watch | April 7, 2023
The latest jobs report leads our economic discussion this week: While initial Jobless claims fell more than expected to 228k, continuing jobless claims jumped to 1,823k from 1,817k. JOLTs...
