We’re honored to share some exciting news! We have been recognized in a recent copy Barron’s. Raymond James took out an ad to publicly recognize some of the Top100 Financial Advisors in the country . This achievement highlights our unwavering dedication to helping you achieve your financial goals, and we couldn’t be more grateful for your trust and support.
Click the video above to watch the full announcement. Thank you for being such an essential part of our journey!
Timely Topics
Let’s Talk Cryptocurrency!
That’s right—you read the title correctly. I’m finally sharing my thoughts on cryptocurrency! In this video, I dive into its role as both a currency and an asset. I highlight some of the challenges it faces in each category and what that might mean for its place in a portfolio. Technology seems to be moving at the speed of light and regulations change almost daily, I would never say that this type of investment would NEVER make sense inside of a portfolio. But for our clients today, I say that with the unstable, unknown and highly regulated nature of this investment, it becomes virtually impossible to rely on.
Click above to watch the full video, and here’s the article I reference: “Does Crypto Deserve a Place in Portfolio Construction?”
Scary Headlines Make Me Chuckle
You may have seen recent headlines like: “Dow Down 200 Points, 9-Day Losing Streak—First Time Since the 70s!” It’s a dramatic story, but is it the whole story?
In this week’s video, I break down the data behind the headlines, showing how the market has performed over the past week and the past year. The big takeaway? Market movements like these are normal and shouldn’t derail your long-term investment strategy.
Successful investing is about staying focused on your goals—not reacting to attention-grabbing headlines. Watch the video to see how perspective can make all the difference.
We’re here to help you stay on track with your financial goals. Let us know if you’d like to discuss this further.
Have we given you enough confidence in your financial future?
In this video, I address a common question I get asked: “What if this happens?”—whether it’s about market changes, elections, or unexpected shifts. These “what if” questions often stem from a place of uncertainty and anxiety about the future. Here at Ross financial it is our hope that you feel like we have put your mind at ease about your financial future. Here is our challenge for you: instead of asking, “What if this happens?” try shifting your perspective to, “Even though this is happening we’re going to be okay.” If you don’t feel like you have the peace of mind that you need, please reach out to us so we can install that piece of mind that you deserve as clients of ours.
A strong financial foundation allows us to handle change with confidence. So, let’s start reframing our thinking to focus on resilience and security, no matter what the future holds.
Is A Money Market Account The Best Place To Keep Your Money?
Is a Money Market Account the best place to park your money right now? In this video, I share an interesting visual breakdown of how money market and CD rates compare to the Fed funds rate. With the Fed cutting interest rates, these traditional savings options might not be the most advantageous for your money. Click on the video to explore the data and find out more. Have questions about your individual financial situation? Please don’t hesitate to reach out.
If You Know What You Know… Why Do You Do What You Do?
We all know that market fluctuations are a part of investing, and history has shown time and again that downturns are followed by recovery. So, if you know what you know—that the market will bounce back—why do you do what you do? Why do we still worry, panic, or make impulsive decisions? In this video, we’ll dive into the psychology behind our natural tendency to stress despite knowing that staying the course is often the best strategy. It’s natural to worry, but understanding that recovery is part of the market’s cycle can bring you peace of mind and help you stay grounded in long-term investment strategies.