https://youtu.be/f5XEoqTTlOA In this week’s Matt’s Minutes, Matt and Dylan share a powerful financial lesson from the summit of Crystal Mountain. Just like navigating a foggy
https://vimeo.com/1053170997?share=copy#t=0 With two locations to serve you, our team is dedicated to providing prompt assistance. Ensure a timely response to your inquiries by using our
https://youtu.be/QdzBTDVi6Fc 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
https://youtu.be/PxC1vEwgn5Q 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
In today’s video, we’re revisiting the 4% rule for retirement—a classic rule of thumb that’s making a comeback! The 4% rule suggests that you can
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
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
In this week’s Matt’s Minutes, I share an idea for the first time ever! I draw a parallel between baseball (Football, not baseball) and investing
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
Curious about what happens to the stock market after the Fed cuts interest rates? In this video, we discuss how cash, stocks, and bonds have
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
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,
In this video, we discuss the upcoming election and why it has been hyped as “The most important one yet”. A moderator from the presidential
If we could look two years into the future, would today’s worries still matter? From elections and global conflicts to inflation and interest rates, concerns
In life, books, or movies, we often find ourselves and others playing one of four key roles: Victim, Hero, Guide, or Rescuer. Have you ever
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
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
In today’s episode of Matt’s Minutes, Matt’s talking about worry. What should you be worrying about? Worrying about things that are within your control and
In today’s episode of Matt’s Minutes, we are discussing the value we provide to our clients. We strive to provide maximum value to our clients
In today’s episode of Matt’s Minutes, we dive into the topic of prevention versus cure when it comes to retirement planning. As the saying goes,
In today’s video, Matt is diving into the concept of transformation through struggle and how it builds strength, drawing inspiration from the remarkable process of
In this video Matt is standing on the top of a mountain in Lake Chelan. He’s discussing how hiking a mountain parallels the risks people
In this week’s Matt’s Minutes we touch on that timely topic that gets brought up to us every 4 years. There is always going to
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
Take a look at the picture we show in the video. I think it’s probably the most simple visual of what it looks like for
Over the next couple of weeks Dylan will be doing a three part investment series covering the topics of the rule of 72, inflation, and
Discover the second part of our 3-part series hosted by Dylan, where we dive into inflation—what it is, how it impacts your investments, and your
The final video in this 3-part series is about the power of compound interest. In this video Dylan shares valuable lessons about how compound interest
In this video we cover timely tax reminders for all! The tax filing deadline is April 15th, this also is the deadline for contributing to
In this week’s episode of Matt’s Minutes, Matt is starting a two-week, two-part series titled “Staying the Course with Your Investments.” In today’s video, Matt
This week is part 2 of our two-part series titled “Staying the Course with Your Investments.” We are discussing a hypothetical scenario with four different
In this week’s video we are touching upon the timely topic of changing interest rates and what that means for certain investments. We have discussed
Today Matt is sharing a service you may not know that we offer and have always offered. It works similar to a GPS, but instead
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
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
In this weeks episode of Matt’s Minutes, Matt is sharing his number one most asked question of his career. “Matt what do you think the
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
In today’s episode of Matt’s Minutes, we are talking about CD rates, which are currently favorable. But it is crucial to consider potential shifts in other
In this episode of Matt Minutes I am using a very basic analogy pertaining to shopping and how it can affect the markets more than
In today’s episode of Matt’s Minutes, I’m recording from a two-day conference in beautiful Alderbrook. I just heard from chief market strategist Dr. David Kelly,
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
In this episode of Matt’s Minutes, we are discussing the idea that instead of retiring “from” work, think of retiring “to” fill in the blank.
In today’s episode of Matt’s Minutes, we were discussing bonds. While bonds may have disappointed us last year, it’s important to understand how interest rates
In this episode of Matt’s Minutes, Matt shares a tale of five investors. In this story, each of these investors received a cash gift from
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
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
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
In today’s Matt’s Minutes, we’re talking about an analogy that resonated with Matt and how it correlates to your finances and your long-term goals. Thinking
In today’s episode of Matt’s Minutes, we are discussing hindsight—is it really 20/20? Hindsight may seem like 20/20 vision because it allows us to see
In today’s episode of Matt’s Minutes, we are talking about the concept of loss aversion. The study I reference in this video highlights the fact
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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.
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