04|16|2024

Inflated Importance? | April 12, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Small Business, CPI, FRB Minutes, PPI, Jobs, Earnings    The week was all about inflation data, but...

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|26|2024

Rowing in a Barrel? | March 22, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ   Markets barreled ahead last week. Should more be expected or was this just a bounce from two...

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...

03|12|2024

Broken Week…| March 8, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Tech, Bitcoin, ISM, FRB, Jobs    Markets broke lower for the week, but with some strong up...

03|05|2024

Next Move…| March 1, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, housing, earnings, GDP, PCE, Manufacturing Markets advanced on the week, but was there a tell about the...

02|27|2024

Jump for Joy | February 23, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Earnings, Jobs, housing.    Markets jumped for the week. Mainly it happened on Thursday, but is it...

02|21|2024

Back Slide | February 16, 2024

AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE:   Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, CPI, Earnings, Oil, Retail Sales, Housing, PPI    Markets gave back much of the previous week’s profits....

Momentum

02|13|2024

Market Momentum? | February 9, 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...