03|06|2023

Leading Indicator Watch | March 3, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, Goods, Housing, Yield Curve, M2, Manufacturing, Services, S&P 500 Highlights from the March 3, 2023 Leading Indicator Watch: Initial...

02|28|2023

Back to Earth | February 24, 2023

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, CPI, Retail Sales, PCE Inflation pulled markets back to earth last week....

02|27|2023

Leading Indicator Watch | February 24, 2023

Highlights from the February 24, 2023 Leading Indicator Watch: New Home Sales outpaced Existing Home Sales (Jan) with an increase of 7.2% and decrease of -0.7%, respectively (12th straight...

02|22|2023

Heart Stopper? | February 17, 2023

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, CPI, FRB, Retail Sales No heart stoppers this last week as markets...

02|21|2023

Leading Indicator Watch | February 17, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, CPI, PPI, Retail Sales, Housing, Yield Curve, S&P 500 Highlights from the February 17, 2023 Leading Indicator Watch: Retail...

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...

02|13|2023

Leading Indicator Watch | February 10, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, Housing, Yield Curve, Consumer Sentiment, S&P 500 Highlights from the February 10, 2023 Leading Indicator Watch: The S&P 500...

02|07|2023

Derailing the Fed’s Plan | February 3, 2023

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, FRB, Rates, Jobs, PMI While the Fed was the headliner, the Jobs...

02|06|2023

Leading Indicator Watch | February 3, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, Housing, Yield Curve, Manufacturing, Services, S&P 500 Highlights from the February 3, 2023 Leading Indicator Watch: The Federal Reserve...

01|31|2023

Are Markets About to Falter? | January 27, 2023

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, GDP, PCE, PMI, Earnings Markets surged as earnings season rolled on last...