In this June episode of The Trending Report, Tyler Krzciok breaks down two major forces shaping markets right now: a global oil supply disruption and the growing reality of a K-shaped economy. With critical energy routes tightening and costs rippling through global supply chains, investors are already seeing the effects at the pump—and at the checkout line. At the same time, markets and consumers are splitting into two distinct paths, with AI-driven sectors and large corporations gaining ground while smaller businesses and households face increasing pressure. Tyler explains what these trends mean, what to watch next, and how disciplined investors can stay focused amid 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) 444-0125 https://www.usafinancial.com/ https://www.facebook.com/usafinancial/ https://www.linkedin.com/company/usafinancial1/

Powered by USA Financial

#usafinancial #trendingreport #thirdpartymoneymanager #financialadvisor #financialadviser #trackingtheeconomy #formulaicinvesting #smartinvesting #usafinancialtrendingreport

Markets are hitting record highs—but are they as strong as they look? In this June episode of The Trending Report, we break down the forces driving the latest rally, including strong earnings and AI enthusiasm, while also highlighting the risks beneath the surface like elevated valuations and sector shifts. We also dive into why inflation is back in the conversation in 2026, what's fueling it, and how sustained pressure could impact rates, borrowing costs, and investment strategies. Finally, we take a closer look at artificial intelligence—where real productivity gains are emerging, and where investors may be getting ahead of reality. This episode focuses on how to stay disciplined, evaluate risk, and make informed decisions in a complex and evolving market environment.

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/usafinancial/ https://www.linkedin.com/company/usafinancial1/

Powered by USA Financial

#usafinancial #trendingreport #thirdpartymoneymanager #financialadvisor #financialadviser #trackingtheeconomy #formulaicinvesting #smartinvesting #usafinancialtrendingreport

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 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/usafinancial/ https://www.linkedin.com/company/usafinancial1/

Powered by USA Financial

#usafinancial #trendingreport #thirdpartymoneymanager #financialadvisor #financialadviser #trackingtheeconomy #formulaicinvesting #smartinvesting #usafinancialtrendingreport

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 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/usafinancial/ https://www.linkedin.com/company/usafinancial1/

Powered by USA Financial

#usafinancial #trendingreport #thirdpartymoneymanager #financialadvisor #financialadviser #trackingtheeconomy #formulaicinvesting #smartinvesting #usafinancialtrendingreport

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 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/usafinancial/ https://www.linkedin.com/company/usafinancial1/

Powered by USA Financial

#usafinancial #trendingreport #thirdpartymoneymanager #financialadvisor #financialadviser #trackingtheeconomy #formulaicinvesting #smartinvesting #usafinancialtrendingreport

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 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/usafinancial/ https://www.linkedin.com/company/usafinancial1/

Powered by USA Financial

#usafinancial #trendingreport #thirdpartymoneymanager #financialadvisor #financialadviser #trackingtheeconomy #formulaicinvesting #smartinvesting #usafinancialtrendingreport

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 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/usafinancial/ https://www.linkedin.com/company/usafinancial1/

Powered by USA Financial

#usafinancial #trendingreport #thirdpartymoneymanager #financialadvisor #financialadviser #trackingtheeconomy #formulaicinvesting #smartinvesting #usafinancialtrendingreport

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 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/usafinancial/ https://www.linkedin.com/company/usafinancial1/

Powered by USA Financial

#usafinancial #trendingreport #thirdpartymoneymanager #financialadvisor #financialadviser #trackingtheeconomy #formulaicinvesting #smartinvesting #usafinancialtrendingreport

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 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/usafinancial/ https://www.linkedin.com/company/usafinancial1/

Powered by USA Financial

#usafinancial #trendingreport #thirdpartymoneymanager #financialadvisor #financialadviser #trackingtheeconomy #formulaicinvesting #smartinvesting #usafinancialtrendingreport

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 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/usafinancial/ https://www.linkedin.com/company/usafinancial1/

Powered by USA Financial

#usafinancial #trendingreport #thirdpartymoneymanager #financialadvisor #financialadviser #trackingtheeconomy #formulaicinvesting #smartinvesting #usafinancialtrendingreport