7 Years of Ross Financial Services 

Reflecting on the past seven years, We are incredibly grateful for the trust our clients have placed in us and the partnerships we’ve built along the way.

To our clients: Thank you for allowing us to be a part of your story.  To our partners and friends: Thank you for your continued support and collaboration.

We are just getting started,  we look forward to many more years of service, growth, and shared success.

Here’s to the next chapter 🥂

Our Q1 Chartbook is here, packed with dashboards, indicators, and timely insights from Cetera Investment Management. See what’s shaping the conversation this quarter!

When markets shift, experienced investors stick to their strategy

Listen to Cetera Chief Investment Officer Gene Goldman as he shares an update to our primary investment themes and discusses why equity markets may struggle near-term, but any sell-off remains a buying opportunity.

We explore how the Fed’s next move, rising tariff risks, and a weakening labor market are shaping investor sentiment. As uncertainty builds, we highlight where we see opportunity — and why diversification remains essential heading into year-end.

In this month’s market update video, Austin Schaul, CFA®, Head of Research at Avantax, recaps returns for July and then shifts to an update on the economy, earnings, AI spending and our outlook going forward.

In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax, recaps returns for June and then shifts to an update on the Federal Reserve, Corporate Earnings and our outlook going forward.

In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax, recaps returns for May and then shifts to an update on the trade policy, the big beautiful reconciliation bill, corporate credit and our outlook going forward.

In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax, recaps returns for April and then provides an update on the US Dollar, the economic landscape, first quarter earnings and our outlook going forward.

In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax, recaps returns for March and then shifts to an update on the economy, earnings and our outlook going forward.

Uncertainty is high right now as this remains a fluid situation. Investors need to stay focused on their long-term objectives and not try to time market movements as we expect continued volatility.

History shows longer time horizons often lead to better outcomes. By embracing a long-term mindset, investors can cut through the noise, stay focused on their financial goals, and make time work in their favor. Time is on our side, but only if we use it wisely.

The second quarter outlook looks at how early-year optimism around Artificial Intelligence (AI) spending and pro-growth policies soon shifted to uncertainty with news of Chinese AI, tariffs and government spending cuts. While uncertainty is growing, there are reasons for optimism.

In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax, provides a recap of returns for February and then shifts to an update on policies in Washington, a slowing economy and our outlook going forward.

Check out the latest commentary from @CeteraIM which discusses the stock market sell-off caused by a host of reasons, including valuations. Click here to read more:

Latest weekly market update from Cetera Investment Management.

In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax, recaps returns for January and then shifts to an update on 4th quarter earnings, policies and our outlook going forward. 

Weekly Recap