USA Financial Trending Report and Trend Tracker

The USA Financial Trending Report is a quarterly update from USA Financial Portformulas CEO, Michael D. Walters including an educational discussion regarding the state of our  marketing, economy, and other factors that may impact your investment accounts. Also published is the monthly Trend Tracker, giving special attention to current market indicators and RAM® Score and Mapper Score™, exclusive proprietary formulaic trending calculations we pioneered in order to eliminate emotion and provide direction in investing. USA Financial Portformulas is one of the entities that we work closely with as an asset management partner. These updates give you an understanding of what may be on the horizon, as well as how some of the proprietary investment management tools used by Portformulas are reading the market. Be sure to check back around the middle of every month to view the most recent USA Financial Trending Report and/or Trend Tracker.


Earl Schultz and Shannon LaRosse are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Strategic Wealth Advisory is not affiliated with USA Financial Securities.

Earl Schultz and Shannon LaRosse are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: Earl-AR, AZ, DE, NC, PA, VA, WV. Shannon- PA. For investment advisory services these states include: Earl-AR, AZ, CA, DE, NC, PA, RI. Shannon-PA. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Being a member of Ed Slott’s Elite IRA Advisor Group does not imply a certain level of skill.

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