The S&P 500 is down nearly 9% from its yearly high. So, what does that mean for you? In this March episode of the Trending Report, we'll delve into the necessity of planning for volatility, not just market growth, and highlight the value of experienced advisors who employ formulaic, unemotional strategies. While short-term trends are currently negative, long-term perspectives remain positive, reinforcing the idea that market cycles are normal.
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.
The financial services industry is a whirlwind of change: New rules, products, and evolving technologies that can quickly overwhelm even the most seasoned advisor. Add to that the juggling act of managing daily demands and operational tasks while building your ideal practice. No wonder so many advisors feel like they’re just winging it year after year.
Markets are hitting record highs—but are they as strong as they look? In this episode of The Trending Report, we break down the forces driving the latest rally, including strong earnings and AI enthusiasm, while also highlighting the risks beneath the surface like elevated valuations and sector shifts. We also dive into why inflation is back in the conversation in 2026, what’s fueling it, and how sustained pressure could impact rates, borrowing costs, and investment strategies. Finally, we take a closer look at artificial intelligence—where real productivity gains are emerging, and where investors may be getting ahead of reality. This episode focuses on how to stay disciplined, evaluate risk, and make informed decisions in a complex and evolving market environment.
Market volatility has a way of sneaking up on people. One day, everything feels calm. The next, headlines are blaring and clients start asking questions that sound a lot like fear.
The financial services industry is a whirlwind of change: New rules, products, and evolving technologies that can quickly overwhelm even the most seasoned advisor. Add to that the juggling act of managing daily demands and operational tasks while building your ideal practice. No wonder so many advisors feel like they’re just winging it year after year.
Markets are hitting record highs—but are they as strong as they look? In this episode of The Trending Report, we break down the forces driving the latest rally, including strong earnings and AI enthusiasm, while also highlighting the risks beneath the surface like elevated valuations and sector shifts. We also dive into why inflation is back in the conversation in 2026, what’s fueling it, and how sustained pressure could impact rates, borrowing costs, and investment strategies. Finally, we take a closer look at artificial intelligence—where real productivity gains are emerging, and where investors may be getting ahead of reality. This episode focuses on how to stay disciplined, evaluate risk, and make informed decisions in a complex and evolving market environment.
Market volatility has a way of sneaking up on people. One day, everything feels calm. The next, headlines are blaring and clients start asking questions that sound a lot like fear.