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What’s Trending: Why Active Management Matters When Emotions Run High
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.
What’s Trending: September’s Market Rally, Stock Market Updates, & AI
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.
What’s Trending: September Volatility and Long-Term Investing Lessons
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.