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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!

Moving Update

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This week, we have an exciting update regarding our new office location. We will be moving office locations from our office in the Mill Creek Towncenter to just a couple miles south on Bothell Everett Highway, 17921 Bothell Everett Hwy., Suite 106, Bothell, WA 98012. There shouldn’t be any interruptions in service, but we appreciate your patience as we move and get settled into our new space. We look forward to having you come to our new office in the new year!

Identity Theft and Cybercrime Toolkit

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In today’s episode of Matt’s Minutes, we are sharing some valuable tips and tricks to protect yourself and your loved ones from identity theft and cybercrime. Identity theft and cybercrime have become increasingly prevalent in our digital age, making it crucial to stay informed and proactive in safeguarding our personal information. If you remember, a few years ago we hosted a webinar with former FBI agent Jeff Lanza. He shared a wealth of knowledge with us, below is his 5-page guide. The guide offers practical advice on creating strong passwords, recognizing phishing attempts, and securing your devices, empowering you to take control of your online security. Additionally, we encourage you to share these tips with your friends and family, as raising awareness is key to combating these threats together. 

Click here to Access The Toolkit

News that is NOT Newsworthy

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We all know there is news that is newsworthy and news that is not newsworthy. In this episode of Matt’s Minutes, we are discussing market volatility and why it’s NOT newsworthy.  In this video I share an interesting visual that shows intra-year declines, which are the largest stock market drops during the year. These declines happen regularly and are a normal part of the market’s behavior. Understanding this pattern can help investors make informed decisions and avoid unnecessary panic.

Are you ready if tragedy strikes?

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In today’s episode of Matt’s Minutes, I’m reflecting on the devastating fires on the island of Maui, causing tragedy for those who have lost their lives, family members, and their homes. It emphasizes the importance of being prepared for such events. Are you prepared? If not, we can help. Click above to watch the full video, and don’t hesitate to reach out if you need help getting prepared. 

Shoulda, Coulda, Woulda

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In this episode of Matt’s Minutes, we are discussing the fact that we are officially in a bull market. A bull market is when the stock market rises by 20%. I’m sure the people who sold at the bottom of the market are saying to themselves, ” I shoulda, coulda, woulda.” Staying invested in a declining market is psychologically difficult but financially rewarding. Click on the video above to watch.

Join us in Celebrating Ross Financial – AdvisorHub’s Advisors to Watch in 2023

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We are excited and humbled to share that Ross Financial was named in AdvisorHub’s 2023 “200 Fast-Growing Advisors to Watch”. It is an honor to be recognized for our hard work and dedication. This recognition would not have been possible without the tireless efforts of our entire team. Please join us in celebrating this recognition, because without you, there is no us. 

 

Click here to see the full list: 2023 AdvisorHub 200 Fast Growing Advisors to Watch list

 

† 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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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.

† 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.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

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2 Locations to Serve You:

Bothell, WA | 17921 Bothell Everett Hwy., Suite 106 Bothell, WA 98012 | P: 425-357-0400 | F: 425-332-3023

Silverdale, WA | 10049 Kitsap Mall Blvd NW, Suite 309 Silverdale, WA 98383 | P: 360-692-1777 | F: 360-620-5015

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