The Ross Group Insights

We invite you to explore The Ross Group's blog articles below. If anything you have read here spurs a question or investment idea, please contact us anytime. We're happy to discuss any of these topics with you.

Latest Blog Posts

Market Commentary: Savers now have more choices

April 17, 2024 - Renee Floro

Following years of low interest rates, bonds are once again becoming more attractive investments as interest rates rise.

Read more

Lessons Learned: Now is the time to plan for future wealth transfer

March 6, 2024 - Renee Floro

Planning for the future can be a complex and, at times, uncomfortable process. But investing the time and effort now to create a solid plan and communicate it to your loved ones can pay dividends for years to come.

Read more

Market Commentary: Hope is not an investment strategy

January 23, 2024 - Renee Floro

As 2023 came to a close, many economic forecasts proved incorrect. Moving into 2024, we will continue to seek out long term opportunities based on solid business fundamentals.

Read more

Market Commentary: Higher Long-Term Interest Rates May Present New Opportunities

October 16, 2023 - Renee Floro

This year's rise in long-term interest rates is pushing longer term borrowing costs higher. However, we believe income-oriented investors will find new opportunities in long-term bonds, while strong businesses continue to increase dividends.

Read more

Lessons Learned: Some of life's similarities

August 23, 2023 - Renee Floro

Reflecting on how a farm-to-table experience in Italy mirrors our team's approach to wealth management

Read more

Meeting Charlie Munger

May 12, 2023 - Renee Floro

Cocktails with Charlie Munger were the highlight of this year's trip to the Berkshire Hathaway Annual Meeting.

Read more

Market Commentary: What caused the recent bank failures?

April 21, 2023 - Renee Floro

While the recent bank failures may have alarmed investors, we believe they were caused by circumstances unique to those particular banks, and do not suggest a wider financial crisis on the horizon.

Read more

Market Commentary: Increasing interest rates translate to higher borrowing costs

February 8, 2023 - Renee Floro

Steadily rising interest rates have made borrowing more expensive. Those with high levels of debt may find themselves with less to invest for the future.

Read more

Market Commentary: Rising Interest Rates Create Volatility and Opportunity

October 3, 2022 - Renee Floro

The Federal Reserve's recent action of raising interest rates to help curb inflation has created volatility in the markets, generating opportunities in the equity market and making bond investments more attractive

Read more

Market Commentary: Focus on Rising Dividends for Long Term Success

August 10, 2022 - Renee Floro

Stock price fluctuations are inevitable, but consistent dividend increases will reward the patient and disciplined investor over the long term.

Read more