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

Reflecting on 45 Years in Wealth Management

September 17, 2024 - Renee Floro

Remembering with gratitude the wonderful mentors who helped shape my career in the wealth management industry.

Read more

Market Commentary: Investing in an Election Year

July 24, 2024 - Renee Floro

With a contentious presidential election on the horizon, markets are bound to be volatile between now and November. However, in our view, long term investment decisions should not be guided by political emotion.

Read more

Berkshire Hathaway Annual Meeting 2024

May 8, 2024 - Renee Floro

This year's meeting paid tribute to Charlie Munger, who passed away in November 2023, just shy of his 100th birthday.

Read more

Berkshire Hathaway Shareholders Meeting: Perspective From a First-Time Attendee

May 8, 2024 - Renee Floro

Take a look at the Berkshire Hathaway Shareholders meeting through a pair of fresh eyes.

Read more

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