In this edition of the Trending Report we’ll talk about how the upcoming election and even the leaves changing color in the fall correlates with market trends.
The Trending Report is a monthly commentary series that explores topical trends taking place within the current market and economy. It aims to provide clarity and encourage Advisors and Investors as they navigate and make sense of current market conditions. The ongoing battle between short term emotions and the commitment to long term investing is real. This series seeks to help Advisors and Investors focus their energy on long term success. Hosted and published by the investment professionals at USA Financial, each episode offers valuable commentary and analysis into various economic factors and market movements. By tuning in, our host breaks down complex topics into easy-to-understand information.
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Kevin Roskam is a Senior Advisory Business Consultant with USA Financial, joining the firm in 2005. He consults with advisors to tailor our...
What if you could track an index, customize your portfolio, and reduce taxes - all at once? That’s the goal of direct indexing, a strategy gaining traction among advisors and investors alike.
In today's competitive environment, you don't have time for anything less than complete solutions. Your clients expect excellence, and you deserve support partners who share that commitment.
In this November’s Trending Report, Kevin Roskam of USA Financial dives into the emotional side of investing and why keeping short-term fears in check is crucial for long-term success. He shares a real-life client story that highlights how media-driven anxiety can derail financial plans and reminds us that market corrections aren’t just possible—they’re normal. Kevin explains how trends show the importance of active management in today’s market, where not all 500 S&P stocks are moving together. He explores how diversification, discipline, and a clear understanding of your portfolio’s purpose can help investors navigate volatility with confidence. Whether you’re an advisor guiding clients or an investor staying the course, this report is a timely reminder that disciplined strategies—not emotions—drive lasting results.
What if you could track an index, customize your portfolio, and reduce taxes - all at once? That’s the goal of direct indexing, a strategy gaining traction among advisors and investors alike.
In today's competitive environment, you don't have time for anything less than complete solutions. Your clients expect excellence, and you deserve support partners who share that commitment.
In this November’s Trending Report, Kevin Roskam of USA Financial dives into the emotional side of investing and why keeping short-term fears in check is crucial for long-term success. He shares a real-life client story that highlights how media-driven anxiety can derail financial plans and reminds us that market corrections aren’t just possible—they’re normal. Kevin explains how trends show the importance of active management in today’s market, where not all 500 S&P stocks are moving together. He explores how diversification, discipline, and a clear understanding of your portfolio’s purpose can help investors navigate volatility with confidence. Whether you’re an advisor guiding clients or an investor staying the course, this report is a timely reminder that disciplined strategies—not emotions—drive lasting results.