12|05|2023
Will Santa Deliver? | Dec. 1, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Homes, FRB, GDP, PCE Markets rose for the week. Will Santa fizzle out or make good...
11|28|2023
Thankful for Gains! | Nov. 24, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, FRB, Microsoft, Goods Orders, Black Friday We are Thankful for four straight weeks of market gains. Should more...
11|21|2023
Whispers of The Path Ahead… November 17, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Moody’s, CPI, Retail It was a good week for growth. Whispers of recession seem to be fading,...
11|14|2023
Look Out Ahead! | November 10, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Earnings, FRB, Rates The celebration continued as markets rose ahead of year end. Were there concerns that...
11|07|2023
Pop the Champagne? | Nov. 3, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, Rates, Earnings Pop the champagne, a rally has begun! Is it sustainable or should there be...
10|31|2023
Markets Sliding… | October 27, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Rates, Earnings, GDP Last week saw markets officially move into correction territory. Is there more to come?...
10|24|2023
More Storms Ahead? | Oct. 20, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Retail Sales, Housing, Jobs Equities and Bonds had a rough week. Is this a signal of more...
10|17|2023
Fork In The Road | October 13, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Oil, Rates, FRB, PPI, CPI The week was mixed. Is this a fork in the road? Which...
10|10|2023
Rearview Markets… | October 6, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ With September in the rearview mirror, markets turned a profit in the first week of October. What...
10|03|2023
New Quarter, New Market? | Sept. 29, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Rates, Gov’t Shutdown Markets fell… again… Shocking I know, but a new quarter could bring a new...