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 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/

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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 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/

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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 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/

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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 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/

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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 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/

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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. 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/

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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 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/

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

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 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/

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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 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/

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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) 444-0125 https://www.usafinancial.com/  https://www.facebook.com/usafinancial/  https://www.linkedin.com/company/usafinancial1/

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