08|22|2023
2022 Flashback! | August 18, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, China, Jobs, Inflation Markets shed weight for the third week in a row. With...
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...
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...
01|18|2023
The Inflation Front | January 13, 2023
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, Inflation, Consumer Sentiment Inflation fell for the fifth month in a row...
11|15|2022
Market Momentum? | November 11, 2022
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, FRB, Election, Inflation Markets gained last week… Really last Thursday. Can that...
10|25|2022
Fool’s Gold? | October 21, 2022
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE: Investment Adviser Rep – CCO TAGS: S&P 500, NASDAQ, FRB, Inflation Markets had their largest weekly gains in 4 months! Is...
10|18|2022
Where To Go From Here? | October 14, 2022
AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, Inflation, FRB Inflation...
08|16|2022
Strength in Numbers | August 12, 2022
Markets rose for the week. Is the strength sustainable, or in bear market form, will the numbers fade? Monday S&P 500 0.10% | NASDAQ 0.10% Tech stocks weighed on...
07|06|2022
Are We There Yet? | July 1, 2022
Markets are evaluating possible recession implications. With all the recent market movement, the big question is, “Are we there yet?” Monday S&P 500 .30% | NASDAQ .79% Markets began...
06|28|2022
Climbing Higher | June 24, 2022
Markets saw some stabilization this week and climbed out of a bear market. Is this a temporary respite or a positive sign of more to come? Monday S&P 500...