In this edition of the Trending Report we’ll talk about where the stock market is currently and put into perspective where the trend of the market is going.
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.
The Trending Report is also published via a podcast for easier, on-the-go listening. Subscribe today via Apple Podcasts, Google Podcasts, or your preferred podcast listening service.
Kevin Roskam is a Senior Advisory Business Consultant with USA Financial, joining the firm in 2005. He consults with advisors to tailor our...
In today’s fast paced world of constant change, independent financial advisors often find themselves scrambling to keep up. You’re juggling a million tasks - from in-depth planning and research to portfolio management - and the daily workload can leave little time for what truly matters: building strong client relationships and growing your business.
In this edition of the Trending Report we’ll be talking about volatility and its impact on risk management and trend lines in the stock market.
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In today’s fast paced world of constant change, independent financial advisors often find themselves scrambling to keep up. You’re juggling a million tasks - from in-depth planning and research to portfolio management - and the daily workload can leave little time for what truly matters: building strong client relationships and growing your business.
In this edition of the Trending Report we’ll be talking about volatility and its impact on risk management and trend lines in the stock market.
It’s hard to believe that we’re halfway through 2024 already. In this special edition of the Trending Report we’re joined by Kevin Roskam, Senior Advisory Business Consultant at USA Financial, to talk about where we’ve been, where we’re going, and what we should be doing in the second half of the year.