07|25|2023
Deja Vue, or Something Different? | July 21, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, FRB, Retail Sales, Earnings Tech lagged last week, like 2022. Was this Deja Vue,...
07|18|2023
Don’t Pop the Champange! | July 14, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, CPI, FRB, Rates, PPI Markets rallied to levels not seen in 15 months! Do...
07|11|2023
Light at the end of the tunnel? | July 7, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Will a short-trading week in the markets shine light on the 2nd half of...
07|03|2023
Rally Anyone? | June 30, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, FRB, Consumer Confidence, Goods Markets rallied again this past week. Will strong economic data...
06|26|2023
All Too Familiar Feeling | June 23, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ Markets retreated last week. More rate hikes bring a feeling of fear to markets...
06|21|2023
2023 Dark Days? | June 16, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Rates, FRB, CPI, Sentiment Markets climbed last week. Are dark days behind us or...
06|13|2023
Brewing Storm? | June 9, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, ISM, FRB, Rates, Oil, Jobs There was green on the screen to end the...
05|31|2023
A Beating in the Storm? | May 26, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Debt Ceiling, Chips, GDP, Rates Markets managed to eke out a win, but not...
05|24|2023
Debt Ceiling Moves | May 19, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Debt Ceiling Markets gained on debt ceiling hopes last week. Is the worst behind...
05|16|2023
War on Inflation | May 12, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Debt Ceiling, Inflation, Banks The war on inflation took a little noticed hit last...