04|04|2023

Let the Celebration Begin | March 31, 2023

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:   Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, SVB, FRB, PCE Let the celebration begin as the banking crisis ends; or...

03|21|2023

Below the Market’s Surface | March 17, 2023

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, SVB, FRB, Rates Markets performed well last week. Below the surface lurked...

03|14|2023

Going Out of Business Sale… | March 10, 2023

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, FRB, SVB, Rates Markets closed out last week with a bank failure....