Ross Wealth Advisors

Wishing you a happy Easter

Trying to time the market may sound like a smart move, but it’s incredibly difficult to get right—and missing just a few of the market’s best days can impact long-term results. This week’s update shares why staying invested matters. If you’d like to talk through your strategy, schedule a complimentary 15-minute call here: https://calendly.com/don-ross/15-minute-risk-strategy-review-with-don-fb

The Federal Reserve made its latest decision this week, choosing to hold interest rates steady as inflation and global developments continue to unfold. There’s a lot happening right now—from Fed policy to events overseas—and it’s all part of the bigger economic picture. Don shares a quick update in this week’s video, and if you’d like a little more context, you can check out our short, easy-to-read guide here: https://online.flippingbook.com/view/436600219/

Markets reacted this week to tensions in the Middle East and rising energy prices as oil shipments slowed through the Strait of Hormuz. In times like this, we often see investors move toward more stable, defensive areas of the market. That’s why building a balanced portfolio designed to weather both calm and uncertain markets is so important. If you’d like to review your current strategy or simply get a second opinion on your retirement plan, feel free to schedule a complimentary 15-minute call.
👉 https://calendly.com/don-ross/15-minute-risk-strategy-review-with-don-fb

Markets were watching rising tensions in the Middle East this week following Operation Epic Fury, which brought attention to global oil shipping routes and pushed energy prices higher. While geopolitical events can create short-term market uncertainty, the U.S. economy continues to show resilience. It’s a good reminder of why a balanced retirement strategy matters. If you’d ever like to review your plan or portfolio, you can schedule a quick 15-minute conversation with Don here: https://calendly.com/don-ross/15-minute-risk-strategy-review-with-don-fb

Don shares your valuable input as we continue to raise the bar. If you would like to learn more about being a part of our Ross Wealth Advisor family, let's chat. https://calendly.com/don-ross/15-minute-risk-strategy-review-with-don-fb

This week brought a major shift in trade policy and rising global tension. The Supreme Court halted sweeping global tariffs, giving markets a boost as investors welcomed reduced trade uncertainty and potential relief for businesses. At the same time, the administration pledged billions toward Gaza reconstruction and issued a 10-day deadline to Iran for a nuclear agreement — developments that add geopolitical risk and could impact energy markets and global stability. As always, we’re watching how these changes may affect your retirement strategy. If you’d like a second look at your risk exposure, you can schedule a complimentary 15-minute call here: https://calendly.com/don-ross/15-minute-risk-strategy-review-with-don-fb

Markets pulled back this week after a stronger-than-expected jobs report and a firmer CPI inflation reading suggested interest rates may stay higher a bit longer. Technology stocks also saw volatility as investors reassessed AI-driven valuations, and uncertainty around a potential government shutdown added to the cautious tone. As always, short-term swings are part of the journey — having a structured retirement plan matters most.

If you’d like to talk through how this environment impacts your personal strategy, you can schedule time with us here:
👉 https://calendly.com/don-ross/15-minute-risk-strategy-review-with-don-fb

Planning Ahead: Key Market Themes for 2026. Wish to chat about your retirement plans, click the link to set up a 15 min complimentary phone call. https://calendly.com/don-ross/15-minute-risk-strategy-review-with-don-fb

Be sure to watch this short video with Don and Glenn Harper, CPA from Harper & Company CPA Plus, a valued member of our Team of Support. They touch on a few highlights of the new Big Beautiful Bill—now in effect—and share why it may lead to some nice opportunities for retirees this year,

It’s a great starting point for conversation, and if you’d like to talk things through with Don, feel free to call or email anytime. https://calendly.com/don-ross/15-minute-risk-strategy-review-with-don-fb

Joni and I are in Orlando this week with hundreds of top independent advisors from across the country, learning from industry leaders and connecting with partners who help us continue delivering thoughtful planning, strong support, and a truly personal client experience and we’re excited to bring fresh perspective and ideas back home. If you’d like to schedule time to connect with Don, you can grab a spot on his calendar here:
👉 https://calendly.com/don-ross/15-minute-risk-strategy-review-with-don-fb