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Wealth ManagementHow to Survive (and Thrive) When the Market Dips
In this Trending Report, we discuss planning for volatility, not just market growth, and the value of formulaic, unemotional strategies.
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Practice ManagementGrowing Your RIA: Practical Tips to Scale Your Firm
Small RIA? Discover multi-faceted strategies for growth and learn how to compete with industry giants. Start scaling your firm today.
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Wealth ManagementWhat’s Trending: Navigating Volatility in Times of Uncertainty
In this Trending Report, Kevin Roskam examines key indicators like the CBOE Volatility Index (VIX) and the Consumer Confidence Index.
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Wealth ManagementWhat’s Trending: Is Your Portfolio Ready for 2025?
In this Trending Report, Kevin Roskam discusses the critical importance of maintaining an unemotional investment strategy.
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Wealth ManagementWhat’s Trending: Unwrapping 2024 Trend Predictions
In this Trending Report, Kevin Roskam reflects on how some of the big market predictions for 2024 worked out and the importance of unemotional investing.
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Wealth ManagementWhat’s Trending: The Importance of Unemotional Investing
In this Trending Report, Kevin Roskam talks about the importance of unemotional investing – especially during times of change and uncertainty.
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TechnologyLeveraging Financial Planning Technology to Instill Client Confidence
Learn how financial planning technology can help financial advisors instill client confidence and create sustainable retirement plans tailored to individual goals.
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Wealth ManagementWhat’s Trending: Elections, Falling Leaves, and the Stock Market
In this Trending Report, Kevin Roskam talks about how the upcoming election and even the leaves changing color in the fall correlates with market trends.
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Wealth ManagementOutsourcing Investment Management: What’s in it for You?
Discover how outsourcing investment management can streamline your financial advisory practice, boost efficiency, and enhance client relationships with innovative solutions and technology.
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Wealth ManagementWhat’s Trending: Focusing on the Long-Term Trends
In this Trending Report, Kevin Roskam talks about where the stock market is currently and perspective on where the trend of the market is going.
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Wealth ManagementWhat’s Trending: Volatility and Long-Term Investing
In this edition of the Trending Report, Kevin Roskam talks about volatility and its impact on risk management and trend lines in the stock market.
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Wealth ManagementWhat’s Trending: Mid-Year Update
In this special edition of the Trending Report, Kevin Roskam shares an update about the market in Q1 and Q2 and an update on where we're heading in Q3/Q4
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Wealth ManagementWhat’s Trending: Who Moved that Stock’s Cheese?
In this episode of the Trending Report, we’ll talk about how a stock falls out of favor, plus cover market data ending on 6/7/24.
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Wealth ManagementWhat’s Trending: America Torn & Divided
In this episode of the Trending Report, we’ll look into the jarring generation gap and its effect on the market, plus cover market data ending on 5/24/24.
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Wealth ManagementWhat’s Trending: Rates Too High, Yet Somehow Too Low
In this episode of the Trending Report, we’ll reveal the little-known calculation for interest rates, as well as cover market data ending on 3/22/2024.
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Wealth ManagementWhat is a TAMP and Why Do Advisors Use Them?
A Turnkey Asset Management Program (TAMP) allows advisors to streamline their investment management process and efficiently manage client’s assets.
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Wealth ManagementWhat’s Trending: Active vs. Passive Portfolio Errors
In this episode of the Trending Report, we’ll take a deeper look at active vs. passive portfolio errors, as well as cover market data ending on 3/8/2024.
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Wealth ManagementUSA Financial Formulas: A Versatile Investment Management Strategy
Versatility can be an invaluable trait of an investment portfolio. USA Financial Formulas offers strategies that are designed to be unemotional, data-driven, and adaptable.
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Wealth ManagementWhat’s Trending: Market Up, Americans Down
In this Trending Report, we’ll talk about the disconnect between American happiness and stock market performance, as well as market data as of 2/23/2024.
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Wealth ManagementHow a Dirt Road Relates to the Stock Market
The stock market can feel like a rough dirt road, can’t it? Just like that dusty path, the key is to keep moving forward, even if it’s not at full speed, but with caution.
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Wealth ManagementWhat’s Trending: China’s Shocking Decline
A low birth rate, dire economy, and declining stock market are all contributing factors to China’s shocking decline.
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Wealth ManagementWhat’s Trending: 2023 Historical Stock Market Stack-Up
We’ll compare how 2023 stacks up in comparison to stock market performance from years past, and what that might mean for the future.
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Wealth ManagementWhat’s Trending: Cost-Crunch on the Homefront
In this episode of the Trending Report, we’re going to dive into the cost-crunch taking place in the real estate market for homebuyers.
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Wealth ManagementWhat’s Trending: Soft Landing with Rate Cuts
Certain economic professionals are calling for a soft landing, with federal reserve rate reductions taking place just around the corner.
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Wealth ManagementWhat’s Trending: The 60-40 Portfolio Falter
In this episode of the Trending Report, we’re going to discuss how the 60-40 portfolio is faltering, as well market data as of 11/13/2023.
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Wealth ManagementWhat’s Trending: Worrisome Recession Indicators
In this episode of the Trending Report, we’re going to discuss 12 worrisome recession indicators, as well market data as of 10/6/2023.
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Wealth ManagementWhat’s Trending: 9 Facts on Government Shutdowns
In this episode of the Trending Report, we’re going to cover 9 facts to help you understand U.S. government shutdowns, as well market data as of 9/22/2023.
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Wealth ManagementWhat’s Trending: The Great Resignation Becomes The Great Gloom
In this episode of the Trending Report, we’ll discuss how The Great Gloom may play out in the economy, as well as dissect market data as of 9/8/2023.
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Wealth ManagementWhat’s Trending: 8 Charts to Decode Real Estate
In this episode of the Trending Report, we’re going to look at eight different charts to decode what is going on in the real estate environment.
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Wealth ManagementWhat’s Trending: Momentum is Difficult to Overcome
Overcoming the momentum of strong employment is difficult and the Federal Reserve is going to have to manage the interest rate increases very closely.
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Wealth ManagementWhat’s Trending: 10 Reasons a Recession Has Not Hit
In this episode of the Trending Report, we’ll be talking about the resilience of the country and what exactly is going on in the economy using market data as of 7/21/2023.
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Practice ManagementThe Client Appointment Document Checklist
Client discovery meetings are vital to providing the best financial services to your clients. See our checklist of documents to include in appointments.
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Wealth ManagementWhat's Trending: Debt, Jobs, and Politics Influencing the Market
In this episode of the Trending Report, we’ll break down how debt, jobs, and politics are influencing the market using data as of 7/7/2023.
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Practice Management12 Questions Many Advisors Fail to Ask Before Changing Firms
If you’re looking to change financial advisor firms, it’s vital to understand the vision and goals of the new firm. Here are questions to ask before you make a change.
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Wealth ManagementWhat's Trending: Indexes Can Be Misleading
In this episode of the Trending Report, we’ll discuss how the weighting system works inside of an index as well as cover market data as of 6/23/23.
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Wealth ManagementWhat's Trending: 7 Economic Indicators Flashing Red
In this episode of the Trending Report, we’ll discuss the seven economic indicators that are flashing red and what that means for you.
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Wealth ManagementThe RARE Advisor: First Ever Index for an SMA Strategy
In this episode of The RARE Advisor, we’re joined by Tom Haines from Annexus, who was instrumental in the development of our latest research partner strategy.
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Wealth ManagementS&P PRISM Framework and Considerations for Model Portfolios
The S&P PRISM® ETF Tracker Index (PRISM) is designed to look beyond volatility, evaluate a variety of market indicators, and strategically allocate for consistent performance.
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Wealth ManagementThe RARE Advisor: FREE Age Wise Longevity Tools
It’s not often we can credit Actuaries with clean, concise, helpful, free sales tools. I’ll show you how to get them in this episode of The RARE Advisor.
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Wealth ManagementWhat's Trending: 3 Angles to Assess U.S. Government Debt
In this episode of the Trending Report, we’ll discuss what’s going on with the U.S. government debt ceiling and why it is important for you to understand.
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Wealth ManagementThe RARE Advisor: Comparing the Bank Failure to Assets Under Duress Ratio
In this episode of The RARE Advisor we’ll take a deeper dive into the bank failure vs. assets under duress ratio and what that means.
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Practice ManagementThe RARE Advisor: Two Sides of Interest Rate Hikes
In this episode of The RARE Advisor, we’ll give you perspective on interest rate hikes that could be useful for your clients from both points of view.
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Wealth ManagementWhat's Trending: 7 Paths for the U.S. Debt Limit
In this episode of the Trending Report, we’ll talk about the seven paths forward from here for the U.S. debt limit and what that might mean for the market.
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Wealth ManagementWhat's Trending: Surging Debt, Surging Vacancies
In this episode of the Trending Report, we’ll talk about how large the U.S. government debt really is, as well as the commercial real estate environment.
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Wealth ManagementWhat’s Trending: Is Your Economic Glass Half-Empty?
In this episode of the Trending Report, we’ll cover how the market is scoring out on a macro and micro level using data as of 4/7/2023.
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Wealth ManagementWhat's Trending: Can Unemployment Predict the Next Recession?
In this episode of the Trending Report, we take a closer look at the relationship between layoffs, unemployment, and recession.
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Wealth ManagementThe RARE Advisor: Where Did All That Money Go?
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.
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Wealth ManagementThe RARE Advisor: The AUM Jeopardy Cycle
In this episode of The RARE Advisor, we’ll discuss the statistics that make up the AUM Revenue Jeopardy Cycle, and how to use it to capture new assets.
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Wealth ManagementWhat's Trending: 6 Things That Determine a Recession
In this episode of the Trending Report, we’ll cover how the market is scoring out on a macro and micro level using data as of 3/10/2023.
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Wealth ManagementThe RARE Advisor: The Four-Year Grow-Coast-Decay Cycle
In this episode of The RARE Advisor we’ll dive into the grow-coast-decay cycle dynamic and how important it is to understand for your business.
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Wealth ManagementThe RARE Advisor: 5 Longevity Tips for Planning
In this episode of The RARE Advisor, I’ll share 5 tips to longevity that you can share with your clients.
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Wealth ManagementWhat's Trending: 4 Charts Reveal Impact on Real Estate
In this episode of the Trending Report, we’ll cover how the market is scoring out on a macro and micro level using data as of 2/24/2023.
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Wealth ManagementWhat's Trending: Big Biz vs. Small Biz vs. Fed Reserve
In this episode of the Trending Report, we’ll cover how the market is scoring out on a macro and micro level using data as of 2/10/2023.
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Practice ManagementThe RARE Advisor: Volatility Generates New Clients
In this episode of The RARE Advisor, we’ll talk about the tremendous opportunity where volatility can generate new business for your practice.
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Practice ManagementThe RARE Advisor: Could a bad economy be your best friend?
Bad can be good when it comes to the economy. It creates disruption. Disruption and change create opportunity. And that is what can grow your practice.
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Wealth ManagementWhat's Trending: Market Recovery Hinges on This
In this episode of the Trending Report, we’re going to discuss four major components, give you a snapshot of inflation, and the headway being made.
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Wealth ManagementWhat's Trending: Big Picture for Inflation & Market
In this episode of the Trending Report, we’re going to look at two major trends we noticed in 2022, and what we can expect going into this new year.
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Wealth ManagementWhat's Trending: Market Currents Making Waves
In this episode of the Trending Report, we’ll cover how the market is scoring out on a macro and micro level using data as of 12/9/2022.
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Wealth ManagementWhat's Trending: Has the 60/40 Portfolio Changed Forever?
In this episode of the Trending Report, we’ll cover how the market is scoring out on a macro and micro level using data as of 11/25/2022.
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Wealth ManagementWhat's Trending: Jobs & Inflation Cool
Jobs are cooling off and inflation is starting to taper. Let’s talk about what this means in the equities market using data as of 11/11/2022.
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Wealth ManagementGuide to Building and Growing Your Advisory Business
Our expert tips on understanding TAMPs and growing assets under management in your financial advisor business.
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Wealth ManagementWhat's Trending: Big 4 Expenses Impact Volatility
In this episode of the Trending Report, we’ll take a closer look at market data as of 10/07/2022 from a capitalization and sector perspective.
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Wealth ManagementWhat's Trending: A Macro View of the Market
In this episode of the Trending Report, we cover market data as of 9/23/2022 from the lens of capitalization and sector subsets.
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Wealth ManagementWhat's Trending: Intelligent Risk and Intentional Effort
In addition to looking at market data as of 9/9/2022 from a viewpoint of capitalization and sector subsets, we’re also going to talk about world happiness
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Wealth ManagementTrending Report - Energy = Driving Force
In this episode of the Trending Report, we dig into how the stock market is scoring out on a macro and a micro level using data as of 8/19/22.
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Wealth ManagementTrending Report - GDP vs. Unemployment
In this Trending Report, CEO Mike Walters talks about how the stock market is scoring out on a macro and a micro level using data as of 8/5/2022.
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Wealth ManagementUSA Financial Trending Report - July 2022
In this episode of the USA Financial Trending Report, CEO Mike Walters shares the latest news regarding the trends we are tracking in the stock market as o