Leadership & Team
Kevin
Roskam
Senior Advisory Business Consultant

Contact Information
Recent Posts

How Buffered ETFs Help Ride Out Market Storms
Ever notice how market mood swings affect your clients' emotional state and decision-making? Trust me, you're not alone.

Weathering the Stock Market Storm
Drawing on historical market data and behavioral economics, host Kevin Roskam reassures advisors and clients that market downturns are a normal part of cycles and highlights the value of active risk management strategies designed to avoid catastrophic losses, encouraging investors to stay focused on their long-term financial plans rather than reacting to short-term market fluctuations.

How to Survive (and Thrive) When the Market Dips
The S&P 500 is down nearly 9% from its yearly high. So, what does that mean for you? In this March episode of the Trending Report, we'll delve into the necessity of planning for volatility, not just market growth, and highlight the value of experienced advisors who employ formulaic, unemotional strategies. While short-term trends are currently negative, long-term perspectives remain positive, reinforcing the idea that market cycles are normal.