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.
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...
In this June 2025 Trending Report, Kevin Roskam of USA Financial breaks down the latest stock market trends and explains how understanding the cycle of investor emotions can help investors and financial advisors make better long-term decisions. With ongoing market volatility and economic uncertainty, Kevin emphasizes the importance of a disciplined, unemotional approach to investing. Learn how formulaic investing strategies and risk management tools are used in attempts to avoid emotional mistakes, reduce exposure during downturns, and identify sustainable market uptrends. If you're looking to stay informed on current market conditions, protect your portfolio, and stay aligned with your long-term investment strategy, this market update is a must-watch.
In this May’s Trending Report, Kevin Roskam of USA Financial explores what’s really driving market momentum—and why long-term trends may still be flashing caution even as headlines tout a market recovery. Kevin breaks down the difference between short-term rallies and sustainable momentum, highlights insights from global shipping indicators like the Baltic Dry Index and China’s Containerized Freight Index and connects them to broader economic signals including U.S. retail sales. Most importantly, he emphasizes the value of unemotional investing, long-term planning, and staying the course even in times of uncertainty and volatility. Tune in for a practical, data-informed perspective on the markets—and what it means for your investment strategy.
Ever notice how market mood swings affect your clients' emotional state and decision-making? Trust me, you're not alone.
In this June 2025 Trending Report, Kevin Roskam of USA Financial breaks down the latest stock market trends and explains how understanding the cycle of investor emotions can help investors and financial advisors make better long-term decisions. With ongoing market volatility and economic uncertainty, Kevin emphasizes the importance of a disciplined, unemotional approach to investing. Learn how formulaic investing strategies and risk management tools are used in attempts to avoid emotional mistakes, reduce exposure during downturns, and identify sustainable market uptrends. If you're looking to stay informed on current market conditions, protect your portfolio, and stay aligned with your long-term investment strategy, this market update is a must-watch.
In this May’s Trending Report, Kevin Roskam of USA Financial explores what’s really driving market momentum—and why long-term trends may still be flashing caution even as headlines tout a market recovery. Kevin breaks down the difference between short-term rallies and sustainable momentum, highlights insights from global shipping indicators like the Baltic Dry Index and China’s Containerized Freight Index and connects them to broader economic signals including U.S. retail sales. Most importantly, he emphasizes the value of unemotional investing, long-term planning, and staying the course even in times of uncertainty and volatility. Tune in for a practical, data-informed perspective on the markets—and what it means for your investment strategy.
Ever notice how market mood swings affect your clients' emotional state and decision-making? Trust me, you're not alone.