05|02|2023

Hiding Chaos | April 28, 2023

AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE:   Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, Tech, Banks, Earnings Markets moved higher while hiding some volatility. Will this week show...

05|01|2023

Leading Indicator Watch | April 28, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, PCE, Goods, Housing, Yield Curve, Money Supply, S&P 500, Consumer Sentiment Heading the economic news from last week, our...

04|26|2023

Markets Run Aground | April 21, 2023

AUTHOR: Jason Roque, CFP®, APMA®, AWMA® TITLE:   Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, Financials, Rates, PMI Markets ran aground last week. Details in some reported earnings may...

04|18|2023

Modest Hikes Ahead? | April 14, 2023

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:   Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, CPI, PPI, FRB, Rates Markets grew modestly last week. What does the data...

04|17|2023

Leading Indicator Watch | April 14, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, CPI, Retail Sales, Yield Curve, S&P 500 The S&P 500 rose 32.62 points and the VIX (CBOE Volatility Index)...

04|11|2023

Leading Indicator Watch | April 7, 2023

The latest jobs report leads our economic discussion this week: While initial Jobless claims fell more than expected to 228k, continuing jobless claims jumped to 1,823k from 1,817k. JOLTs...

03|21|2023

Below the Market’s Surface | March 17, 2023

AUTHOR: Jason Roque, MS, CFP®, APMA®, AWMA® TITLE:       Investment Adviser Rep – CCO TAGS:   S&P 500, NASDAQ, SVB, FRB, Rates Markets performed well last week. Below the surface lurked...

01|23|2023

Leading Indicator Watch | January 20, 2023

AUTHOR: Kerry Hilsabeck, CFP® TITLE:       Investment Adviser Rep TAGS:   Jobs, PPI, Retail Sales, Housing, Building, Yield Curve, S&P 500 Highlights from the January 20, 2023 Leading Indicator Watch: Retail...