The RARE Advisor: Where Did All That Money Go?

In this October’s Trending Report, Kevin Roskam breaks down why sticking to a disciplined, unemotional investment strategy continues to pay off—especially when the headlines say otherwise. Despite September’s reputation as a historically weak month for the markets, the S&P 500 gained 3.5%, showing once again that trends—not feelings—drive results. Kevin dives into what fueled the rally, from the Fed’s rate cut to tech sector strength, and explores how theme-based investing—like AI, automation, and clean energy—is shaping market momentum. He also reminds us that long-term success may involve tuning out political noise and short-term emotions. Tune in for key takeaways, market charts, and insights designed to help you stay focused on the data—not the drama.

In this September Trending Report, Kevin Roskam of USA Financial draws a clever parallel between Michigan’s early fall chill and market volatility—reminding us that just as a few cold days don’t mean summer is over, short-term dips don’t define long-term investment trends. Kevin breaks down the history of market corrections, the role of risk management in avoiding severe downturns, and what the upcoming Fed rate cut could mean for investors. With clear insights and timely perspective, this month’s report is all about separating noise from true signals and staying focused on long-term success.

In this August 2025 Trending Report, Kevin Roskam of USA Financial unpacks the one constant in investing: uncertainty. From political headlines to market volatility and shifting investor sentiment, Kevin explores how the cycle of investor emotions can influence decisions—and why sticking to a long-term plan is critical. Using real fund flow data, he reveals where money is moving, what that says about market sentiment, and how anticipation often drives bigger swings than actual events. Whether you’re an advisor or investor, this month’s report is a reminder that short-term emotions can derail long-term success.