Usa Financial Trending Report

Q1 2026 delivered no shortage of surprises, from record highs and geopolitical conflict to one of the largest oil price spikes in modern history. In this episode of The Trending Report, we move beyond the headlines to examine what the underlying data is actually telling us. We break down why U.S. stocks struggled while international and emerging markets held up, how commodities and energy surged into leadership, and why volatility spiked so sharply. We also explore the larger forces still shaping the long-term outlook—including global AI investment—and what disciplined investors should keep in mind during periods of heightened 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 t

In the March edition of the Trending Report, host Tyler Krzciok breaks down the evolving landscape as we wrap up the first quarter of 2026. After a speculative run early in the year, momentum is cooling and quality‑driven investments are stepping forward. Tyler explains why March is the ideal moment for portfolio "spring cleaning," how disciplined rebalancing keeps risk in check, and why sticking to a formula beats reacting to market noise—especially during a month as unpredictable as March Madness. Learn why rotation is healthy, what the trend lines are signaling, and how a rules‑based approach helps investors finish Q1 with confidence. 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

In this episode of the Trending Report, host Tyler Krzciok explores why February is the month when even the most disciplined investment intentions start to slip. After a confident and structured January, many investors begin questioning their strategy as headlines intensify, markets wiggle, and hot themes take over the conversation. Tyler breaks down why old habits reappear, how emotions like love, fear, and FOMO quietly steer decisions, and why formula‑driven processes help clients stay grounded when impulse tries to take over. If you're helping clients maintain clarity in a noisy environment, this episode shows how strong frameworks—not strong feelings—keep investors on track. 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 ter

Welcome to the Trending Report, your monthly market commentary series designed to help advisors and investors focus on trend lines—not just headlines. In this episode, host Tyler Krzciok recaps the resilience of 2025 despite rising rates, trade tariffs, and a historic government shutdown. Discover which sectors drove S&P 500 growth, why commodities like gold and silver soared, and what themes underperformed. Then, look ahead to 2026: the indicators to watch, sectors with opportunity, and how top advisors are approaching client conversations. From AI and automation to diversification and formulaic investing, this episode is packed with insights to help you stay disciplined and focused on long-term success. 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

As 2025 comes to a close, the S&P 500 is up nearly 18% for the year—but what does that mean for your portfolio? In this December Trending Report, Kevin Roskam breaks down the year's market performance, the role of trending strategies, and why diversification by time and philosophy matters more than ever. Learn how unemotional, disciplined investing helps you navigate volatility and stay focused on long-term success. 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

In this November's Trending Report, Kevin Roskam of USA Financial dives into the emotional side of investing and why keeping short-term fears in check is crucial for long-term success. He shares a real-life client story that highlights how media-driven anxiety can derail financial plans and reminds us that market corrections aren't just possible—they're normal. Kevin explains how trends show the importance of active management in today's market, where not all 500 S&P stocks are moving together. He explores how diversification, discipline, and a clear understanding of your portfolio's purpose can help investors navigate volatility with confidence. Whether you're an advisor guiding clients or an investor staying the course, this report is a timely reminder that disciplined strategies—not emotions—drive lasting results.  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 Inve

In this October’s Trending Report, Kevin Roskam breaks down why sticking to a disciplined, unemotional investment strategy continues to pay off—especially when the headlines say otherwise. Despite September’s reputation as a historically weak month for the markets, the S&P 500 gained 3.5%, showing once again that trends—not feelings—drive results. Kevin dives into what fueled the rally, from the Fed’s rate cut to tech sector strength, and explores how theme-based investing—like AI, automation, and clean energy—is shaping market momentum. He also reminds us that long-term success may involve tuning out political noise and short-term emotions. Tune in for key takeaways, market charts, and insights designed to help you stay focused on the data—not the drama. 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 conditio

In this September Trending Report, Kevin Roskam of USA Financial draws a clever parallel between Michigan’s early fall chill and market volatility—reminding us that just as a few cold days don’t mean summer is over, short-term dips don’t define long-term investment trends. Kevin breaks down the history of market corrections, the role of risk management in avoiding severe downturns, and what the upcoming Fed rate cut could mean for investors. With clear insights and timely perspective, this month’s report is all about separating noise from true signals and staying focused on long-term success. 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

In this August 2025 Trending Report, Kevin Roskam of USA Financial unpacks the one constant in investing: uncertainty. From political headlines to market volatility and shifting investor sentiment, Kevin explores how the cycle of investor emotions can influence decisions—and why sticking to a long-term plan is critical. Using real fund flow data, he reveals where money is moving, what that says about market sentiment, and how anticipation often drives bigger swings than actual events. Whether you’re an advisor or investor, this month’s report is a reminder that short-term emotions can derail long-term success. 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

In this July Trending Report, Kevin Roskam of USA Financial dives into the emotional rollercoaster investors have experienced in the first half of 2025. With market volatility, tariff concerns, and shifting trends, Kevin reminds viewers of the importance of a long-term, risk-managed investment plan. He highlights recent market performance, explores the cycle of investor emotions, and emphasizes why discipline and unemotional decision-making are critical to staying on track. Whether you're feeling FOMO or fear, this episode is a timely reminder to focus on your goals—not the 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

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. 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

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. 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

In this April 2025 edition of the Trending Report, we’ll address recent stock market volatility – especially what we’ve seen over the past couple weeks – and the importance of leaving emotion out of investing. 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

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