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USA Financial Trending Report

82 episodes - English - Latest episode: 29 days ago -

The USA Financial Trending Report is a candid and educational discussion regarding the state of the markets, economy, and other factors that may impact your investment accounts. It is hosted by the investment professionals at USA Financial Portformulas and includes important updates regarding their patented RAM Score indicator, as well as other data found in their monthly Trend Tracker publication.

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Episodes

April 2021 - USA Financial Trending Report

April 20, 2021 18:20 - 16 minutes - 23.1 MB

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

March 2021 - USA Financial Trending Report

March 19, 2021 12:00 - 14 minutes - 19.6 MB

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

February 2021 - USA Financial Trending Report

February 22, 2021 15:29 - 10 minutes - 14.9 MB

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.

January 2021 - USA Financial Trending Report

January 18, 2021 18:43 - 21 minutes - 29.1 MB

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.    

December 2020 - USA Financial Trending Report

December 21, 2020 15:56 - 13 minutes - 12.6 MB

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  

November 2020 - USA Financial Trending Report

November 19, 2020 13:38 - 10 minutes - 14.7 MB

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.    

October 2020 - USA Financial Trending Report

October 27, 2020 14:14 - 18 minutes - 25.1 MB

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.  

September 2020 - USA Financial Trending Report

September 21, 2020 19:16 - 11 minutes - 16 MB

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.      

August 2020 - USA Financial Trending Report

August 24, 2020 12:49 - 4 minutes - 6.51 MB

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.  

July 2020 - USA Financial Trending Report

July 15, 2020 15:19 - 19 minutes - 35.4 MB

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.  

June 2020 - USA Financial Trending Report

June 22, 2020 14:15 - 12 minutes - 17.3 MB

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.  

May 2020 - USA Financial Trending Report

May 20, 2020 21:00 - 12 minutes - 17.3 MB

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.

April 2020 - USA Financial Trending Report

April 13, 2020 16:00 - 25 minutes - 23.7 MB

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.

March 2020 - USA Financial Trending Report

March 20, 2020 16:13 - 13 minutes - 18 MB

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.

March 12, 2020 Special Edition - USA Financial Trending Report

March 13, 2020 22:00 - 24 minutes - 33.7 MB

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.

March 2020 Special Coronavirus Edition - USA Financial Trending Report

March 03, 2020 20:56 - 26 minutes - 35.9 MB

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.

February 2020 - USA Financial Trending Report

February 19, 2020 17:00 - 16 minutes - 22.1 MB

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.

January 2020 - USA Financial Trending Report

January 22, 2020 21:00 - 22 minutes - 31.4 MB

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.

December 2019 - USA Financial Trending Report

December 20, 2019 17:00 - 15 minutes - 21.6 MB

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.

November 2019 - USA Financial Trending Report

November 20, 2019 20:00 - 13 minutes - 18.5 MB

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.

October 2019 - USA Financial Trending Report

October 21, 2019 16:00 - 14 minutes - 20.1 MB

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.

September 2019 - USA Financial Trending Report

September 20, 2019 16:00 - 16 minutes - 23.2 MB

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.

August 2019 - USA Financial Trending Report

August 19, 2019 16:00 - 10 minutes - 15.1 MB

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.

July 2019 - USA Financial Trending Report

July 19, 2019 16:00 - 30 minutes - 41.6 MB

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.

July 2019 - USA Financial Trending Report

July 19, 2019 16:00 - 30 minutes - 41.6 MB

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.

June 2019 - USA Financial Trending Report

June 20, 2019 16:32 - 11 minutes - 10.2 MB

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.

June 2019 - USA Financial Trending Report

June 20, 2019 16:32 - 11 minutes - 10.2 MB

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.

May 2019 - USA Financial Trending Report

May 17, 2019 20:35 - 7 minutes - 10.2 MB

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.

April 2019 - USA Financial Trending Report

April 19, 2019 10:00 - 23 minutes - 32.7 MB

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.

March 2019 - USA Financial Trending Report

March 20, 2019 16:00 - 8 minutes - 11.2 MB

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.

February 2019 - USA Financial Trending Report

February 25, 2019 20:51 - 11 minutes - 16.1 MB

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.

January 2019 - USA Financial Trending Report

January 31, 2019 16:55 - 17 minutes - 24.6 MB

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.