Drawing on historical market data and behavioral economics, host Kevin Roskam reassures advisors and clients that market downturns are a normal part of cycles and highlights the value of active risk management strategies designed to avoid catastrophic losses, encouraging investors to stay focused on their long-term financial plans rather than reacting to short-term market fluctuations.
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...
Ever notice how market mood swings affect your clients' emotional state and decision-making? Trust me, you're not alone.
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.
In this episode of the Trending Report, we’ll examine key indicators like the CBOE Volatility Index (VIX) and the Consumer Confidence Index. We emphasize the importance of maintaining emotional discipline when investing and highlight how risk management strategies can effectively navigate market fluctuations, plus also underscore the significance of long-term investment goals and the importance of setting realistic return expectations.
Ever notice how market mood swings affect your clients' emotional state and decision-making? Trust me, you're not alone.
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.
In this episode of the Trending Report, we’ll examine key indicators like the CBOE Volatility Index (VIX) and the Consumer Confidence Index. We emphasize the importance of maintaining emotional discipline when investing and highlight how risk management strategies can effectively navigate market fluctuations, plus also underscore the significance of long-term investment goals and the importance of setting realistic return expectations.