USA Financial Trending Report

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 th...

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 a...

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...

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...

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...

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 to...

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...

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 pe...

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 topi...

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...

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...

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...

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 b...

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...

In this edition of the Trending Report we're joined by Kevin Roskam, Senior Advisory Business Consultant at USA Financial, to talk about how the upcoming election and even the leaves changing color in the fall correlates with market trends.

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 s...

In this edition of the Trending Report we're joined by Kevin Roskam, Senior Advisory Business Consultant at USA Financial, to talk about where the stock market is currently and to put into perspective where the trend of the market is going.

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. T...

In this edition of the Trending Report we're joined by Kevin Roskam, Senior Advisory Business Consultant at USA Financial, to talk about volatility and its impact on risk management and trend lines in the stock market

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 A...

It's hard to believe that we're halfway through 2024 already. In this special edition of the Trending Report we're joined by Kevin Roskam, Senior Advisory Business Consultant at USA Financial, to talk about where we've been, where we're going, and what we should be doing in the second half of the year.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down...

In this episode of the Trending Report, we'll talk about how a stock falls out of favor. It's a lesson in adapting to change from a business, stock market, and economic perspective. We'll also dive into market data as of June 7, 2024.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories: market capitalization...

The Federal Reserve is in quite a conundrum - rates are both too high and too low. What people don't realize is that there is a little-known calculation that actually helps identify this. We'll reveal this calculation in this episode of the Trending Report, as well as cover market data as of 3/22/2024.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks...

As humans, we tend to make very predictable errors. We've been on a strong bull run for quite some time now, and we're seeing investors making the same mistakes they have in the past. In this episode of the Trending Report, we'll take a deeper look at these active vs. passive portfolio errors, as well as cover market data ending on 3/8/2024.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by...

The stock market and GDP are up, but consumer sentiment and happiness are down. So, what's the disconnect? In this episode of the Trending Report, we'll talk about what this disconnect means for the stock market looking forward, as well as break down market data as of 2/23/2024.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place...

A low birth rate, dire economy, and declining stock market are all contributing factors to China's shocking decline. In this episode of the Trending Report, we'll dive into what this looks like and how it relates to over to the United States, as well as covering market data as of 2/9/24.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current...

Welcome to the first Trending Report for 2024! In this edition, we're going to take the opportunity to look back on the past year from a historical perspective. We'll compare how 2023 stacks up in comparison to stock market performance from years past, and what that might mean for the future.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends...

What's going on with mortgages, interest rates, and home prices? In this episode of the Trending Report, we're going to dive into the cost-crunch taking place in the real estate market for first-time homebuyers and existing homebuyers alike. We'll also take a look at the stock market using data as of 12/8/2023.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down...

Certain economic professionals are calling for a soft landing, with federal reserve rate reductions taking place just around the corner. In this episode of the Trending Report, we're going to talk about exactly what that means, how that is impactful, and what is going on in the market using data as of 11/27/23.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks...

Investing in the stock market is a moving target, and we're seeing that risk like never before. The 60/40 example of a traditional basic portfolio has faltered in ways we haven't seen since before World War II. We'll talk about that in this episode of the Trending Report, as well as cover how the market is being impacted using data as of 11/13/2023.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by...

In this episode of the Trending Report, we're going to discuss 12 worrisome recession indicators. We'll talk about what those indicators are, what they're telling us, and how the stock market is reacting and illustrating based on all that's going on using data as of 10/6/2023.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific...

In this episode of the Trending Report, we're going to get into 9 facts that will help you understand U.S. government shutdowns – how they work, how they operate, how they come to be, and what the impact might be moving forward. We'll also cover market data as of 9/22/2023.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends ta...

A powerful business phenomenon has been taking place where The Great Resignation has now become what is being labeled as "The Great Gloom". What does this mean for the stock market and corporate America? In this episode of the Trending Report, we'll discuss how this phenomenon may play out in the economy, as well as dissect market data as of 9/8/2023.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the...

What's going on in the real estate environment, and how is it impacting the stock market? In this episode of the Trending Report, we're going to look at eight different charts to decode what is going on and share what you might expect moving forward. We'll also dive into market data as of 8/25/2023.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode...

As the Federal Reserve tries to get their arms around inflation, they're learning that overcoming the momentum of strong employment is continually difficult and they're going to have to manage the interest rate increases very closely. We're going to talk about what it is that's going on, how it needs to be overcome, and how that is impacting the markets using data as of 8/11/2023 in this episode of the Trending Report.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within...

A group of economists have identified ten reasons they feel the U.S. has NOT entered into a recession. Will it hold? Will we be able to fend off interest rate increases from throwing us into a recession? 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.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and...

We're at an all-time high on U.S. government debt, we're at an all-time high on women in employment, and we're at an all-time high on political polarization. In this episode of the Trending Report, we'll break down how these all-time highs are affecting the market using data as of 7/7/2023.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current...

Market index performance can be very confusing and misleading, especially if you do not understand how the weighting system works inside of an index. In this episode of The Trending Report, we'll explain how this system works, as well as cover market data as of 6/23/23.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two...

Right now, we have seven economic indicators that are all flashing red. In this episode of the Trending Report, we'll talk about some of the impact that it's currently having on the markets, and what might be anticipated as we look at all the data collected here as of 6/9/2023.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends...

The clock has been ticking and now here we are bumped up against the U.S. government debt ceiling deadline. In this episode of the Trending Report, we'll focus on taking the complex and making it simple, discussing what's going on with the U.S. government debt ceiling and why it is important for you to understand. We'll also take a deep dive into market data as of 5.19.23.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and...

Without congressional action, it's anticipated that we will default on the U.S. government debt as of June 1st. In this episode of the Trending Report, we'll talk about the seven paths forward from here and what that might mean for the market.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories...

The U.S. government debt has banged into the ceiling once more at $31.4 trillion. In this episode of The Trending Report, we'll wrap our minds around how large the debt really is and what it represents, plus we'll talk about the commercial real estate environment – specifically office space – and what it means for business.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each epis...

It has been scientifically proven that our mind can do a lot of damage when it comes to our investing approach and our philosophy about the future. In this episode of the Trending Report, we'll assess how the 24/7 news cycle has a negative impact on the emotions you apply toward your money, as well as how the market is scoring out using data as of 4/7/23.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This...

It turns out that layoffs, unemployment, and recession have predictive qualities amongst each other, but in a very contrarian sense. In this episode of The Trending Report, we'll take a closer look at this relationship, as well as how the market is scoring out using data as of 03/24/2023.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking...

Most people don't realize that there are actually six indicator components that identify whether or not we've gone into a recession. We're going to talk about what those six items are, what it means, and how it's impacting the stock market using data as of 3/10/2023.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two...

The Federal Reserve raising interest rates is having a trickle-down effect - just maybe not the way they had hoped. It is impacting inflation, the stock market, and it's impacting real estate. We'll dive into these numbers, as well as how the market is scoring out using data as of 02/24/2023.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current...

What's going on with the increasing of interest rates? Where does inflation currently stand? What is going on with the job market? In this episode of the Trending Report, we'll cover how all of these things are impacting what's taking place in the economy and the market, using data as of 2/10/23.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down...

Market recovery hinges on a quick inflation drop! In this episode of the Trending Report, we're going to discuss four major components, how they relate together, give you a snapshot of what inflation is doing, and the headway being made.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific categories: market capitalization...

Certain market sectors are starting to make waves in the overall market. Some are jumping to the surface, while others are falling to the bottom. We'll dive into that in this episode of the Trending Report, as well as how we are re-dissecting market data in a slightly different manner using data as of 12/9/2022.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each...

In this episode of the Trending Report, we're going to discuss the surprising impact that the fed's tightening cycles on interest rates has been having on the 60/40 passive portfolio, especially as it relates to bonds. We'll also cover how the market is scoring out on a macro and micro level using data as of 11/25/2022.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each...

Interest rates are increasing faster than any other time in the past 35 years, but economists are already starting to predict when rates will go back the other direction. In this episode of the Trending Report, CEO Mike Walters compares current rate hikes to past trends, as well as how the market is scoring out on a macro and a micro level using data as of 10/21/2022.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This...

Housing, healthcare, food, and transportation – they're the big four expenses coming out of every household. But how do they correlate with inflation? In this episode of the Trending Report, we'll take a closer look at how Americans are spending their dollars and how that spills not only into the commodities market, but also creates a tremendous amount of volatility in the stock market. We'll also cover market data as of 10/07/2022 from a capitalization and sector perspective.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time to...

In this episode of the Trending Report, CEO Mike Walters shares perspective on interest rates, unemployment, stock market performance, and other important correlated data from a macro level viewpoint. We'll also cover market data as of 9/23/2022 from the lens of capitalization and sector subsets.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends taking place in two specific...

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 and what that means from an economic standpoint and how it is so dependent on people being rewarded for intelligent risk and intentional effort.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published by the investment professionals at USA Financial. Each episode breaks down current trends...

There has been a huge change in how cash is calculating out against the rest of the stock market. It's a mammoth movement in a short amount of time. But what does that mean for the market and economy? In this episode of the Trending Report, we dig into the numbers as well as how all of this is scoring out on a macro and a micro level using data as of 8/19/2022.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place...

The stock market has been showing some signs of strength, but GDP and unemployment are at odds with each other. In this episode of the Trending Report, CEO Mike Walters talks about what this means for the market and the economy, as well as how all of this is scoring out on a macro and a micro level using data as of 8/5/2022.

The Trending Report is an ongoing video/podcast series with analysis on the market capitalization and market sectors, exploring a time topical trend taking place within the markets and/or economy. This series is published...

In this episode of the USA Financial Trending Report Mike Walters, CEO of USA Financial, shares the latest news regarding the trends we are tracking in the stock market as of July 2022.

The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend Tracker, giving special attention to current market indicators and RAM® Score and Mapper Score™, exclusive proprietary formulaic trending calculations we pioneered to e...

In this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of June 2022.

The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend Tracker, giving special attention to current market indicators and RAM® Score and Mapper Score™, exclusive proprietary formulaic trending calculations we pion...

In this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of May 2022.

The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend Tracker, giving special attention to current market indicators and RAM® Score and Mapper Score™, exclusive proprietary formulaic trending calculations we pion...

In this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of April 2022.

The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend Tracker, giving special attention to current market indicators and RAM® Score and Mapper Score™, exclusive proprietary formulaic trending calculations we pion...

In this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of March 2022.

The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend Tracker, giving special attention to current market indicators and RAM® Score and Mapper Score™, exclusive proprietary formulaic trending calculations we pion...

In this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of February 2022.

The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend Tracker, giving special attention to current market indicators and RAM® Score and Mapper Score™, exclusive proprietary formulaic trending calculations we pion...

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 of January 2022.

The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend Tracker, giving special attention to current market indicators and RAM® Score and Mapper Score™, exclusive proprietary formulaic trending calculations we pioneered to eliminate emotion and...

In this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of December 2021.

The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend Tracker, giving special attention to current market indicators and RAM® Score and Mapper Score™, exclusive proprietary formulaic trending calculations we pion...

In this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of November 2021.

The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend Tracker, giving special attention to current market indicators and RAM® Score and Mapper Score™, exclusive proprietary formulaic trending calculations we pion...

CEO Mike Walters scores the stock market with power, support, demand, and torque to come to a overall score and better picture of the overall stock market in this end of Q3 October episode of the USA Financial Trending Report.

The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend Tracker, giving special attention to current market indicators and RAM® Score and Mapper Score™, excl...

In this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of September 2021.

The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend Tracker, giving special attention to current market indicators and RAM® Score and Mapper Score™, exclusive proprietary formulaic trending calculations we pion...

In this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of August 2021.

The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend Tracker, giving special attention to current market indicators and RAM® Score and Mapper Score™, exclusive proprietary formulaic trending calculations we pion...

CEO Mike Walters shares how USA Financial Portformulas scores the stock market based on power, support, and demand in this end of Q2 July episode of the USA Financial Trending Report. There has been great movement below the waterline in the stock market lately, learn some of the markers that can cause that water to turn over.

The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also p...

In this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam looks back on 2020 to compare against the latest 6 months of 2021 to focus in on why we are invested the way we are. The volatility the market yields can lead to emotional responses, Kevin discusses the value of formulaic and unemotional investing on a set schedule.

The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact i...

In this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of May 2021.

To find out more, please visit http://www.usafinancialformulas.com/investor/resources/trending-report

The USA Financial Trending Report is a monthly update from the investment professionals at USA Financial Formulas® with a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact investment accounts. We also publish the monthly Trend Tracker, giving special attention to c...

CEO Mike Walters shares the stock market areas of strength following the pandemic in this end of Q1 April episode of the USA Financial Trending Report. There has been great movement below the waterline in the stock market as certain companies falter while others thrive under pandemic conditions and beyond.

To find out more, please visit http://www.usafinancialformulas.com/investor/resources/trending-report

In this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of March 2021.

To find out more, please visit http://www.usafinancialformulas.com/investor/resources/trending-report

In this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of February 2021.

To find out more, please visit https://www.portformulas.com/investor/resources/trending-report

The Trending Report is also published in video format via YouTube for those who opt for a more visual experience.

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 of January 2021 as well covering the historic market forces that have been in play in 2020 and now stretching to 2021. To find out more, please visit https://www.portformulas.com/investor/resources/trending-report.

In this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of December 2020. To find out more, please visit https://www.portformulas.com/investor/resources/trending-report

In this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of November 2020. To find out more, please visit https://www.portformulas.com/investor/resources/trending-report.

In this episode of the USA Financial Trending Report, CEO Mike Walters shares the latest news with USA Financial Formulas with the introduction of three new research partners. To find out more, please visit https://www.portformulas.com/investor/resources/trending-report.

In this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of September 2020. To find out more, please visit https://www.portformulas.com/investor/resources/trending-report.

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 of August 2020. To find out more, please visit https://www.portformulas.com/investor/resources/trending-report.

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 of July 2020. To find out more, please visit https://www.portformulas.com/investor/resources/trending-report.

In this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of June 2020. To find out more, please visit https://www.portformulas.com/investor/resources/trending-report.

In this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of May 2020. To find out more, please visit https://www.portformulas.com/investor/resources/trending-report.

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 of April 2020. To find out more, please visit https://www.portformulas.com/investor/resources/trending-report.

In this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of March 2020. To find out more, please visit https://www.portformulas.com/investor/resources/trending-report.

In this special episode of the USA Financial Trending Report, CEO Mike Walters shares commentary on the continually evolving and possible future effects to the markets resulting from the coronavirus outbreak, and President Trump's speech from Wednesday the 11th of March. To find out more, please visit https://www.portformulas.com/investor/resources/trending-report.

In this special episode of the USA Financial Trending Report, CEO Mike Walters shares commentary on the current and possible future effects to the markets resulting from the coronavirus outbreak. To find out more, please visit https://www.portformulas.com/investor/resources/trending-report.

In this episode of the USA Financial Trending Report, Vice President of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of February 2020. To find out more, please visit https://www.portformulas.com/investor/resources/trending-report.

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 of January 2020. To find out more, please visit https://www.portformulas.com/investor/resources/trending-report.

In this episode of the USA Financial Trending Report, VP of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of December 2019. To find out more, please visit https://www.portformulas.com/investor/resources/trending-report.

In this episode of the USA Financial Trending Report, VP of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of November 2019. To find out more, please visit https://www.portformulas.com/investor/resources/trending-report.

In this episode of the USA Financial Trending Report, CEO Mike Walters is joined by Jennifer Rice as they discuss how couples split the financial duties in the household. This timely perspective is important for clients and advisors alike, as more and more people look to safeguard their retirement. To find out more, please visit https://www.portformulas.com/investor/resources/trending-report.

In this episode of the USA Financial Trending Report, VP of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of August 2019. To find out more, please visit https://www.portformulas.com/investor/resources/trending-report.

In this episode of the USA Financial Trending Report, VP of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of August 2019. To find out more, please visit https://www.portformulas.com/investor/resources/trending-report.

In this episode of the USA Financial Trending Report, USA Financial CEO Mike Walters discusses the current state of the US Economy.  He breaks down the details of the tariff and trade wars, and lays out his perspective on several of the hot button issues facing today's investors. To find out more, please visit

https://www.portformulas.com/investor/resources/trending-report.

In this episode of the USA Financial Trending Report, VP of Advisory Services Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of June 2019. To find out more, please visit https://www.portformulas.com/investor/resources/trending-report.

In this episode of the USA Financial Trending Report, Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of May 2019. To find out more, please visit https://www.portformulas.com/investor/resources/trending-report.

In this episode of the USA Financial Trending Report, Mike Walters discusses risk management and a different perspective on how to think about conservative vs. aggressive investing. To find out more, please visit https://www.portformulas.com/investor/resources/trending-report.

In this episode of the USA Financial Trending Report, Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market as of March 2019. To find out more, please visit https://www.portformulas.com/investor/resources/trending-report.

In this episode of the USA Financial Trending Report, Kevin Roskam shares the latest news regarding the trends we are tracking in the stock market. Kevin elaborates on the changes that took place earlier this year within the portfolios we manage as a result of the trending indicators we monitor. He shares an analogy comparing stock market investing and swimming with a life jacket. To find out more, please visit https://www.portformulas.com/investor/resources/trending-report.

In this episode of the USA Financial Trending Report, Mike Walters discusses the Trump presidency's impact on the economy, along with an update on some of the latest trends taking place within the stock market and economy.