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...
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....
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...
01|17|2024
Sustainably Higher??? | January 12, 2024
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, Rates, Oil, CPI, PPI The market rebounded last week. Is it a sustainable shift higher?...
01|09|2024
Is 2024 A Year of Suffering? | Jan. 5, 2024
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, Rates, Oil, Jobs The year is starting in the red. Is that reason to think...
12|27|2023
Green Santa? | December 22, 2023
AUTHOR: Jason Roque, CFP®, APMA®, AWMA®TITLE: Investment Adviser Rep – CCOTAGS: S&P 500, NASDAQ, FRB, FDX, Oil, Jobs, PCE The week ended in the green as the Santa Claus Rally...
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...
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...
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...