Timing is everything. In this episode of The RARE Advisor, we look back at a video from 2010 that happens to be pretty timely for today’s economic environment. We’ll share what that means for you and your financial planning process.
The RARE Advisor is a business model supercharged by Recurring And Repeatable Events. With more than thirty years of working with and coaching successful advisors, host Mike Walters (along with other leaders in the industry), discusses what it takes to grow a successful practice. With the aim of helping financial professionals and financial advisors take their business to the next level, Mike Walters shares insights and success stories that make a real impact. Regardless of the stage of your practice, The RARE Advisor will provide thoughtful guidance, suggestions for developing systems and processes that work, and ideas for creating an authentic experience for your clients.
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Mike Walters is the Chief Executive Officer (CEO) of USA Financial, leading the firm since its inception in 1988. Mike is committed to...
In this October episode of The Trending Report, Tyler Krzciok examines the growing divergence beneath the stock market's surface. While major indexes remain near record highs, sector performance tells a very different story. Energy emerged as the standout winner of the third quarter, technology leadership continues to dominate market returns, and momentum is shifting within the AI and technology ecosystem itself. Tyler breaks down three key numbers shaping today's investment landscape, explores what the latest sector performance data reveals about market leadership, and explains why disciplined investors should focus on diversification, balance sheet strength, and systematic rebalancing rather than chasing short-term trends.
In this September edition of The Trending Report, Tyler Krzciok breaks down three key numbers shaping today's market environment: the S&P 500's year-to-date return, current Treasury yields, and the trillions of dollars sitting in money market funds. He also examines improving market breadth, what it means when gains begin spreading beyond a handful of large technology companies, and why investors should separate market signals from seasonal headlines. Plus, Tyler tackles the so-called "September Effect" and explains why disciplined investors should focus on fundamentals rather than calendar-based market fears.
In this August episode of the Trending Report, host Tyler Krzciok examines one of the biggest seasonal economic drivers of the year: back-to-school and college spending. With consumers projected to spend nearly $147 billion on school supplies, electronics, dorm furnishings, apparel, and more, August serves as an important indicator of consumer confidence and economic health. Tyler Krzciok explores how this annual spending surge impacts major retail sectors, influences investor sentiment, and creates opportunities across technology, home goods, and consumer retail stocks.
In this October episode of The Trending Report, Tyler Krzciok examines the growing divergence beneath the stock market's surface. While major indexes remain near record highs, sector performance tells a very different story. Energy emerged as the standout winner of the third quarter, technology leadership continues to dominate market returns, and momentum is shifting within the AI and technology ecosystem itself. Tyler breaks down three key numbers shaping today's investment landscape, explores what the latest sector performance data reveals about market leadership, and explains why disciplined investors should focus on diversification, balance sheet strength, and systematic rebalancing rather than chasing short-term trends.
In this September edition of The Trending Report, Tyler Krzciok breaks down three key numbers shaping today's market environment: the S&P 500's year-to-date return, current Treasury yields, and the trillions of dollars sitting in money market funds. He also examines improving market breadth, what it means when gains begin spreading beyond a handful of large technology companies, and why investors should separate market signals from seasonal headlines. Plus, Tyler tackles the so-called "September Effect" and explains why disciplined investors should focus on fundamentals rather than calendar-based market fears.
In this August episode of the Trending Report, host Tyler Krzciok examines one of the biggest seasonal economic drivers of the year: back-to-school and college spending. With consumers projected to spend nearly $147 billion on school supplies, electronics, dorm furnishings, apparel, and more, August serves as an important indicator of consumer confidence and economic health. Tyler Krzciok explores how this annual spending surge impacts major retail sectors, influences investor sentiment, and creates opportunities across technology, home goods, and consumer retail stocks.