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A Thanksgiving Message from Kennedy & Peyton

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As we gather to celebrate Thanksgiving, my daughters Kennedy (12) and Peyton (4) teamed up to create a special Thanksgiving message. Kennedy shares a book she’s been reading at school and offers her thoughts on what she’s most thankful for. We’re so thankful for your support and hope you enjoy this message from my family to yours.

Our office will be closed on Thanksgiving Day and the following Friday to allow my team and I to spend time with our families. Wishing you a safe and joyful Thanksgiving holiday!

Iron Sharpens Iron

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In today’s video of Matt’s Minutes, Matt is taking a break from his usual market-related content and sharing some self-improvement videos over the next few weeks. Today he’s sharing a concept we all know well: Iron sharpens iron. Being part of the Chairman’s Council at Raymond James, which is the top 100 financial planners in the country, he was invited to an exclusive conference in New York City last week. The things that he learned and the people he met made the trip absolutely priceless. Click on the video above to watch the full video

Where do you find your joy?

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In this week’s episode of Matt’s Minutes, Matt is continuing with this summer self-improvement series. In today’s video, he’s talking about things we can and can’t control. Success stems from the effort you put into your actions, not from how others respond. Focus on what you can control—your actions—not the reactions of others. Find joy in the pursuit and merits of your efforts, not in external validation. Click on the video to watch the full video.

Forbes Best In State Advisor 2024

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We are very excited to announce that we have been named to Forbes 2024 list of Best-In-State Wealth Advisors for Washington State. We couldn’t have done this without our amazing clients and the entire Ross Financial Team!

A Fantastic Story about Happiness and Making a positive Impact

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In this episode of Matt’s Minutes, Matt is sharing a thought-provoking story about happiness. True happiness often comes from selflessly giving and contributing to the happiness of others. By focusing solely on our own happiness, we may miss out on the profound joy that comes from making a positive impact in someone else’s life. It is through acts of kindness and compassion towards others that we can truly discover a deeper sense of fulfillment and lasting happiness.

Click on the video above to hear the full story.

New Year’s Resolutions or Intentional Conversations?

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As we approach the end of the year, I know a lot of people like to reflect on the past and look forward to the opportunities that lie ahead. I am sure everyone of us has, at some point in our lives, set a new year’s resolution. A Google search on resolutions produced this list:

  • Save more money
  • Exercise more
  • Eat Heathier
  • Lose weight
  • Reduce spending
  • Reduce stress
  • Spend less time on social media.

One common theme with the items above is that they are focused on one’s self. That doesn’t make them bad, but life is short, and I have never regretted an intentional conversation. I would like to challenge you to ask yourself and those near and dear to you five important questions. These are questions that could have helped shape who you are or could make a major impact on someone’s life this year. These types of questions can act as a roadmap for better understanding each other and a platform for intentionality.

  1. What is one piece of advice that somebody gave you that you feel has altered the course of your life?
  2. What’s a piece of advice that you gave to somebody that might have altered the course of their life?
  3. If you could give somebody some advice and you knew they would take it, what advice would it be, and who would you give it to?
  4. If you set one goal for yourself and knew you would achieve it, what would that goal be?
  5. If you could do something for somebody else in the next year, what would you do, and who would you do something for?

We love being part of your life. If you care to… please email us at help@rossfinancialinc.com with your answers to one or more of these questions from above.

Happy New Year!

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Bothell Office:
17921 Bothell Everett HWY, Suite # 106
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Phone: 425-357-0400 | Fax: 425-332-3023

Help@rossfinancialinc.com

Silverdale Office:
10049 Kitsap Mall Blvd NW #309
Silverdale, WA 98383

Phone: 360-692-1777 | Fax: 360-692-5015

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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Constellation Wealth Services is not a registered broker dealer and is independent of Raymond James Financial Services.

Matthew Ross has been named 2024 Forbes Best-In-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. 42,108 nominations were received, and 8,500 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/43DMgjX. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.

The 2023 AdvisorHub 200 Fast Growing Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022 and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 200 advisors received the award. This ranking is not based in any way on the individual’s abilities regarding providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.

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