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!
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Identity Theft and Cybercrime Toolkit
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.
News that is NOT Newsworthy
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?
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
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
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.