Like leaves falling in the autumn, change is inevitable. In this edition of the Trending Report, we'll talk about the importance of unemotional investing – especially during times of change and uncertainty.
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...
As 2025 comes to a close, the S&P 500 is up nearly 18% for the year—but what does that mean for your portfolio? In this December Trending Report, Kevin Roskam breaks down the year’s market performance, the role of trending strategies, and why diversification by time and philosophy matters more than ever. Learn how unemotional, disciplined investing helps you navigate volatility and stay focused on long-term success.
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.
As 2025 comes to a close, the S&P 500 is up nearly 18% for the year—but what does that mean for your portfolio? In this December Trending Report, Kevin Roskam breaks down the year’s market performance, the role of trending strategies, and why diversification by time and philosophy matters more than ever. Learn how unemotional, disciplined investing helps you navigate volatility and stay focused on long-term success.
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.