Usa Financial Trending Report

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, Kevin Roskam from USA Financial delves into the necessity of planning for volatility, not just market growth, and highlights 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. Understand your investment plans, review your financial strategies with your advisor, and remember that volatility is a cost of growth, not a reason to abandon long-term financial goals. 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.

In this episode of the Trending Report, we’ll examine key indicators like the CBOE Volatility Index (VIX) and the Consumer Confidence Index. Your host, Kevin Roskam, emphasizes the importance of maintaining emotional discipline when investing and highlights how risk management strategies can effectively navigate market fluctuations. He also underscores the significance of long-term investment goals and the importance of setting realistic return expectations. 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

Following a strong market performance in 2024, you may be wondering what’s ahead in 2025 – especially after market performance the first couple weeks of the new year. In this edition of the Trending Report, we discuss the critical importance of maintaining an unemotional investment strategy. We'll explore why reacting to short-term market swings can hurt your long-term goals and provide practical tips for staying disciplined and focused on your financial plan - 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

Predictions make for great headlines, but they don’t always come to fruition. In this episode of the Trending Report Kevin Roskam, Senior Advisory Business Consultant at USA Financial, reflects on how some of the big market predictions for 2024 worked out and talks about the importance of unemotional investing and focusing on trendlines over headlines. 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 top

Like leaves falling in the autumn, change is inevitable. In this edition of the Trending Report we’re joined by Kevin Roskam, Senior Advisory Business Consultant at USA Financial, to 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. Contact us: Phone (888) 444

In this edition of the Trending Report we’re joined by Kevin Roskam, Senior Advisory Business Consultant at USA Financial, to talk about how the upcoming election and even the leaves changing color in the fall correlates with market trends. 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. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/  https://w

In this edition of the Trending Report we’re joined by Kevin Roskam, Senior Advisory Business Consultant at USA Financial, to talk about where the stock market is currently and to put into perspective where the trend of the market is going. 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. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/  https://w

In this edition of the Trending Report we’re joined by Kevin Roskam, Senior Advisory Business Consultant at USA Financial, to talk 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. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/  https://www.facebook.com/usafina

It’s hard to believe that we’re halfway through 2024 already. In this special edition of the Trending Report we’re joined by Kevin Roskam, Senior Advisory Business Consultant at USA Financial, to talk about where we’ve been, where we’re going, and what we should be doing in the second half of the year. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories: market capitalization and sectors. Market capitalization is the total value of a publicly traded company’s outstanding common shares owned by stockholders. The Trending Report explores the trends developing within the different market cap sizes, which can come in and out of favor as a result of current market and economic conditions. In general, these insights may

In this episode of the Trending Report, we’ll talk about how a stock falls out of favor. It’s a lesson in adapting to change from a business, stock market, and economic perspective. We’ll also dive into market data as of June 7, 2024. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories: market capitalization and sectors. Market capitalization is the total value of a publicly traded company’s outstanding common shares owned by stockholders. The Trending Report explores the trends developing within the different market cap sizes, which can come in and out of favor as a result of current market and economic conditions. In general, these insights may shed light on the stock market performance of different size companie

The Federal Reserve is in quite a conundrum - rates are both too high and too low. What people don’t realize is that there is a little-known calculation that actually helps identify this. We’ll reveal this calculation in this episode of the Trending Report, as well as cover market data as of 3/22/2024. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories: market capitalization and sectors. Market capitalization is the total value of a publicly traded company’s outstanding common shares owned by stockholders. The Trending Report explores the trends developing within the different market cap sizes, which can come in and out of favor as a result of current market and economic conditions. In general, these insights may

As humans, we tend to make very predictable errors. We’ve been on a strong bull run for quite some time now, and we’re seeing investors making the same mistakes they have in the past. In this episode of the Trending Report, we’ll take a deeper look at these active vs. passive portfolio errors, as well as cover market data ending on 3/8/2024. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories: market capitalization and sectors. Market capitalization is the total value of a publicly traded company’s outstanding common shares owned by stockholders. The Trending Report explores the trends developing within the different market cap sizes, which can come in and out of favor as a result of current market and economic con

The stock market and GDP are up, but consumer sentiment and happiness are down. So, what’s the disconnect? In this episode of the Trending Report, we’ll talk about what this disconnect means for the stock market looking forward, as well as break down market data as of 2/23/2024. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories: market capitalization and sectors. Market capitalization is the total value of a publicly traded company’s outstanding common shares owned by stockholders. The Trending Report explores the trends developing within the different market cap sizes, which can come in and out of favor as a result of current market and economic conditions. In general, these insights may shed light on the stock

A low birth rate, dire economy, and declining stock market are all contributing factors to China’s shocking decline. In this episode of the Trending Report, we’ll dive into what this looks like and how it relates to over to the United States, as well as covering market data as of 2/9/24. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories: market capitalization and sectors. Market capitalization is the total value of a publicly traded company’s outstanding common shares owned by stockholders. The Trending Report explores the trends developing within the different market cap sizes, which can come in and out of favor as a result of current market and economic conditions. In general, these insights may shed light on t

Welcome to the first Trending Report for 2024! In this edition, we’re going to take the opportunity to look back on the past year from a historical perspective. We’ll compare how 2023 stacks up in comparison to stock market performance from years past, and what that might mean for the future. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories: market capitalization and sectors. Market capitalization is the total value of a publicly traded company’s outstanding common shares owned by stockholders. The Trending Report explores the trends developing within the different market cap sizes, which can come in and out of favor as a result of current market and economic conditions. In general, these insights may shed light

What’s going on with mortgages, interest rates, and home prices? In this episode of the Trending Report, we’re going to dive into the cost-crunch taking place in the real estate market for first-time homebuyers and existing homebuyers alike. We’ll also take a look at the stock market using data as of 12/8/2023. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories: market capitalization and sectors. Market capitalization is the total value of a publicly traded company’s outstanding common shares owned by stockholders. The Trending Report explores the trends developing within the different market cap sizes, which can come in and out of favor as a result of current market and economic conditions. In general, these insi

Certain economic professionals are calling for a soft landing, with federal reserve rate reductions taking place just around the corner. In this episode of the Trending Report, we’re going to talk about exactly what that means, how that is impactful, and what is going on in the market using data as of 11/27/23. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories: market capitalization and sectors. Market capitalization is the total value of a publicly traded company’s outstanding common shares owned by stockholders. The Trending Report explores the trends developing within the different market cap sizes, which can come in and out of favor as a result of current market and economic conditions. In general, these insi

Investing in the stock market is a moving target, and we’re seeing that risk like never before. The 60/40 example of a traditional basic portfolio has faltered in ways we haven’t seen since before World War II. We’ll talk about that in this episode of the Trending Report, as well as cover how the market is being impacted using data as of 11/13/2023. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories: market capitalization and sectors. Market capitalization is the total value of a publicly traded company’s outstanding common shares owned by stockholders. The Trending Report explores the trends developing within the different market cap sizes, which can come in and out of favor as a result of current market and econ

In this episode of the Trending Report, we’re going to discuss 12 worrisome recession indicators. We’ll talk about what those indicators are, what they’re telling us, and how the stock market is reacting and illustrating based on all that’s going on using data as of 10/6/2023. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories: market capitalization and sectors. Market capitalization is the total value of a publicly traded company’s outstanding common shares owned by stockholders. The Trending Report explores the trends developing within the different market cap sizes, which can come in and out of favor as a result of current market and economic conditions. In general, these insights may shed light on the stock ma

In this episode of the Trending Report, we’re going to get into 9 facts that will help you understand U.S. government shutdowns – how they work, how they operate, how they come to be, and what the impact might be moving forward. We’ll also cover market data as of 9/22/2023. The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories: market capitalization and sectors.   Market capitalization is the total value of a publicly traded company’s outstanding common shares owned by stockholders. The Trending Report explores the trends developing within the different market cap sizes, which can come in and out of favor as a result of current market and economic conditions. In general, these insights may shed light on the stock ma