In this special episode of The RARE Advisor, we’re joined by Tom Haines from Annexus, who was instrumental in the development of our latest research partner strategy.
We don’t want to steal Tom's thunder, but he has an impressive track record working with a variety of financial institutions with a specialty in smart beta index development. This new PRISM strategy represents the first ever index developed by S&P as the engine driving an SMA strategy.
This interview is just going to scratch the surface, so to learn more you can reach out to us directly here at USA Financial or check out the additional resources below:
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The S&P PRISM® ETF Tracker Index is a product of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”) and has been licensed for use by USA Financial Formulas Corporation. S&P®, S&P 500®, S&P PRISM®, US 500, The 500, GSCI®, S&P 10-Year U.S. Treasury Note Futures, iBoxx®, iTraxx® and CDX® are trademarks of S&P Global, Inc. or its affiliates (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); The USAF S&P PRISM® Model is not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the S&P PRISM® ETF Tracker Index.
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The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
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Mike Walters is the Chief Executive Officer (CEO) of USA Financial, leading the firm since its inception in 1988. Mike is committed to...
In this June 2025 Trending Report, Kevin Roskam of USA Financial breaks down the latest stock market trends and explains how understanding the cycle of investor emotions can help investors and financial advisors make better long-term decisions. With ongoing market volatility and economic uncertainty, Kevin emphasizes the importance of a disciplined, unemotional approach to investing. Learn how formulaic investing strategies and risk management tools are used in attempts to avoid emotional mistakes, reduce exposure during downturns, and identify sustainable market uptrends. If you're looking to stay informed on current market conditions, protect your portfolio, and stay aligned with your long-term investment strategy, this market update is a must-watch.
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Ever notice how market mood swings affect your clients' emotional state and decision-making? Trust me, you're not alone.
In this June 2025 Trending Report, Kevin Roskam of USA Financial breaks down the latest stock market trends and explains how understanding the cycle of investor emotions can help investors and financial advisors make better long-term decisions. With ongoing market volatility and economic uncertainty, Kevin emphasizes the importance of a disciplined, unemotional approach to investing. Learn how formulaic investing strategies and risk management tools are used in attempts to avoid emotional mistakes, reduce exposure during downturns, and identify sustainable market uptrends. If you're looking to stay informed on current market conditions, protect your portfolio, and stay aligned with your long-term investment strategy, this market update is a must-watch.
In this May’s Trending Report, Kevin Roskam of USA Financial explores what’s really driving market momentum—and why long-term trends may still be flashing caution even as headlines tout a market recovery. Kevin breaks down the difference between short-term rallies and sustainable momentum, highlights insights from global shipping indicators like the Baltic Dry Index and China’s Containerized Freight Index and connects them to broader economic signals including U.S. retail sales. Most importantly, he emphasizes the value of unemotional investing, long-term planning, and staying the course even in times of uncertainty and volatility. Tune in for a practical, data-informed perspective on the markets—and what it means for your investment strategy.
Ever notice how market mood swings affect your clients' emotional state and decision-making? Trust me, you're not alone.