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

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.

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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.

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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.

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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.

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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.

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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.

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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

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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.

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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.

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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.

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