-
Wealth ManagementDirect Indexing Explained: How Advisors and Investors Benefit
What if you could track an index, customize your portfolio, and reduce taxes - all at once? That’s the promise of direct indexing.
-
Wealth ManagementWhat’s Trending: Why Active Management Matters When Emotions Run High
Stay focused on long-term success amidst September's market volatility. Kevin Roskam emphasizes discipline, risk management, and avoiding emotional reactions in this insightful report.
-
Wealth ManagementWhat’s Trending: September’s Market Rally, Stock Market Updates, & AI
Stay focused on long-term success amidst September's market volatility. Kevin Roskam emphasizes discipline, risk management, and avoiding emotional reactions in this insightful report.
-
Wealth ManagementWhat’s Trending: September Volatility and Long-Term Investing Lessons
Discover how to navigate market volatility and stick to your long-term investment strategy with insights from Kevin Roskam's August 2025 Trending Report.
-
.png)
Wealth ManagementWhat’s Trending: Market Headlines Change—Your Strategy Shouldn’t
Discover how to navigate market volatility and stick to your long-term investment strategy with insights from Kevin Roskam's August 2025 Trending Report.
-
Wealth ManagementFrom Tariffs to Euphoria – Keeping Your Cool in 2025
Navigate 2025's market volatility with Kevin Roskam's insights on disciplined, long-term investment strategies to avoid emotional decision-making and stay aligned with your financial goals.
-
Wealth ManagementRiding the Emotional Rollercoaster of the Market
Understand the emotional cycles of investing and learn how disciplined, formulaic strategies help navigate market volatility for long-term success.
-
Wealth ManagementIs Market Momentum Real or Just a Head Fake?
What market trends, global shipping indexes, and retail data are signaling for investors in 2025. Indicators still show caution and how to stay focused on your long-term financial plan.
-
Wealth ManagementHow Buffered ETFs Help Ride Out Market Storms
Navigate market volatility with buffered ETFs. Learn how these tools offer downside protection and capped gains, helping clients navigate uncertainty.
-
Wealth ManagementWeathering the Stock Market Storm
In this Trending Report, we’ll address recent stock market volatility over the past couple weeks and the importance of leaving emotion out of investing.
-
Wealth ManagementHow to Survive (and Thrive) When the Market Dips
In this Trending Report, we discuss planning for volatility, not just market growth, and the value of formulaic, unemotional strategies.
-
Practice ManagementGrowing Your RIA: Practical Tips to Scale Your Firm
Small RIA? Discover multi-faceted strategies for growth and learn how to compete with industry giants. Start scaling your firm today.
-
Wealth ManagementWhat’s Trending: Navigating Volatility in Times of Uncertainty
In this Trending Report, Kevin Roskam examines key indicators like the CBOE Volatility Index (VIX) and the Consumer Confidence Index.
-
Wealth ManagementWhy USA Financial Exchange Chose Depth Over Scale
In a conversation with The Wealth Advisor, Kevin Roskam explains why the firm intentionally avoided the typical TAMP growth playbook.
-
Wealth ManagementWhat’s Trending: Is Your Portfolio Ready for 2025?
In this Trending Report, Kevin Roskam discusses the critical importance of maintaining an unemotional investment strategy.
-
Wealth ManagementWhat’s Trending: Unwrapping 2024 Trend Predictions
In this Trending Report, Kevin Roskam reflects on how some of the big market predictions for 2024 worked out and the importance of unemotional investing.
-
Wealth ManagementWhat’s Trending: The Importance of Unemotional Investing
In this Trending Report, Kevin Roskam talks about the importance of unemotional investing – especially during times of change and uncertainty.
-
TechnologyLeveraging Financial Planning Technology to Instill Client Confidence
Learn how financial planning technology can help financial advisors instill client confidence and create sustainable retirement plans tailored to individual goals.
-
Wealth ManagementWhat’s Trending: Elections, Falling Leaves, and the Stock Market
In this Trending Report, Kevin Roskam talks about how the upcoming election and even the leaves changing color in the fall correlates with market trends.
-
Wealth ManagementOutsourcing Investment Management: What’s in it for You?
Discover how outsourcing investment management can streamline your financial advisory practice, boost efficiency, and enhance client relationships with innovative solutions and technology.
-
Wealth ManagementWhat’s Trending: Focusing on the Long-Term Trends
In this Trending Report, Kevin Roskam talks about where the stock market is currently and perspective on where the trend of the market is going.
-
Wealth ManagementWhat’s Trending: Volatility and Long-Term Investing
In this edition of the Trending Report, Kevin Roskam talks about volatility and its impact on risk management and trend lines in the stock market.
-
Wealth ManagementWhat’s Trending: Mid-Year Update
In this special edition of the Trending Report, Kevin Roskam shares an update about the market in Q1 and Q2 and an update on where we're heading in Q3/Q4
-
Wealth ManagementWhat’s Trending: Who Moved that Stock’s Cheese?
In this episode of the Trending Report, we’ll talk about how a stock falls out of favor, plus cover market data ending on 6/7/24.
-
Wealth ManagementWhat’s Trending: America Torn & Divided
In this episode of the Trending Report, we’ll look into the jarring generation gap and its effect on the market, plus cover market data ending on 5/24/24.
-
Wealth ManagementWhat’s Trending: Rates Too High, Yet Somehow Too Low
In this episode of the Trending Report, we’ll reveal the little-known calculation for interest rates, as well as cover market data ending on 3/22/2024.
-
Wealth ManagementWhat is a TAMP and Why Do Advisors Use Them?
A Turnkey Asset Management Program (TAMP) allows advisors to streamline their investment management process and efficiently manage client’s assets.
-
Wealth ManagementWhat’s Trending: Active vs. Passive Portfolio Errors
In this episode of the Trending Report, we’ll take a deeper look at active vs. passive portfolio errors, as well as cover market data ending on 3/8/2024.
-
Wealth ManagementUSA Financial Formulas: A Versatile Investment Management Strategy
Versatility can be an invaluable trait of an investment portfolio. USA Financial Formulas offers strategies that are designed to be unemotional, data-driven, and adaptable.
-
Wealth ManagementWhat’s Trending: Market Up, Americans Down
In this Trending Report, we’ll talk about the disconnect between American happiness and stock market performance, as well as market data as of 2/23/2024.
-
Wealth ManagementHow a Dirt Road Relates to the Stock Market
The stock market can feel like a rough dirt road, can’t it? Just like that dusty path, the key is to keep moving forward, even if it’s not at full speed, but with caution.
-
Wealth ManagementWhat’s Trending: China’s Shocking Decline
A low birth rate, dire economy, and declining stock market are all contributing factors to China’s shocking decline.
-
Wealth ManagementWhat’s Trending: 2023 Historical Stock Market Stack-Up
We’ll compare how 2023 stacks up in comparison to stock market performance from years past, and what that might mean for the future.
-
Wealth ManagementWhat’s Trending: Cost-Crunch on the Homefront
In this episode of the Trending Report, we’re going to dive into the cost-crunch taking place in the real estate market for homebuyers.
-
Wealth ManagementWhat’s Trending: Soft Landing with Rate Cuts
Certain economic professionals are calling for a soft landing, with federal reserve rate reductions taking place just around the corner.
-
Wealth ManagementWhat’s Trending: The 60-40 Portfolio Falter
In this episode of the Trending Report, we’re going to discuss how the 60-40 portfolio is faltering, as well market data as of 11/13/2023.
-
Wealth ManagementWhat’s Trending: Worrisome Recession Indicators
In this episode of the Trending Report, we’re going to discuss 12 worrisome recession indicators, as well market data as of 10/6/2023.
-
Wealth ManagementWhat’s Trending: 9 Facts on Government Shutdowns
In this episode of the Trending Report, we’re going to cover 9 facts to help you understand U.S. government shutdowns, as well market data as of 9/22/2023.
-
Wealth ManagementWhat’s Trending: The Great Resignation Becomes The Great Gloom
In this episode of the Trending Report, we’ll discuss how The Great Gloom may play out in the economy, as well as dissect market data as of 9/8/2023.
-
Wealth ManagementWhat’s Trending: 8 Charts to Decode Real Estate
In this episode of the Trending Report, we’re going to look at eight different charts to decode what is going on in the real estate environment.
-
Wealth ManagementWhat’s Trending: Momentum is Difficult to Overcome
Overcoming the momentum of strong employment is difficult and the Federal Reserve is going to have to manage the interest rate increases very closely.
-
Wealth ManagementWhat’s Trending: 10 Reasons a Recession Has Not Hit
In this episode of the Trending Report, we’ll be talking about the resilience of the country and what exactly is going on in the economy using market data as of 7/21/2023.
-
Practice ManagementThe Client Appointment Document Checklist
Client discovery meetings are vital to providing the best financial services to your clients. See our checklist of documents to include in appointments.
-
Wealth ManagementWhat's Trending: Debt, Jobs, and Politics Influencing the Market
In this episode of the Trending Report, we’ll break down how debt, jobs, and politics are influencing the market using data as of 7/7/2023.
-
Practice Management12 Questions Many Advisors Fail to Ask Before Changing Firms
If you’re looking to change financial advisor firms, it’s vital to understand the vision and goals of the new firm. Here are questions to ask before you make a change.
-
Wealth ManagementWhat's Trending: Indexes Can Be Misleading
In this episode of the Trending Report, we’ll discuss how the weighting system works inside of an index as well as cover market data as of 6/23/23.
-
Wealth ManagementWhat's Trending: 7 Economic Indicators Flashing Red
In this episode of the Trending Report, we’ll discuss the seven economic indicators that are flashing red and what that means for you.
-
Wealth ManagementThe RARE Advisor: First Ever Index for an SMA Strategy
In this episode of The RARE Advisor, we’re joined by Tom Haines from Annexus, who was instrumental in the development of our latest research partner strategy.
-
Wealth ManagementS&P PRISM Framework and Considerations for Model Portfolios
The S&P PRISM® ETF Tracker Index (PRISM) is designed to look beyond volatility, evaluate a variety of market indicators, and strategically allocate for consistent performance.
-
Wealth ManagementThe RARE Advisor: FREE Age Wise Longevity Tools
It’s not often we can credit Actuaries with clean, concise, helpful, free sales tools. I’ll show you how to get them in this episode of The RARE Advisor.