Newsletters & Articles

Articles And Other Resources To Explore The Philosophy And Application Of Our Unique Approach To Investing

All NEWSLETTER Quarterly review FINANCIAL PLANNING SPONSORSHIP EVENTS
  • Q1 2025 Review: Defying Gravity

    They say that Michael Jordan’s “hang time” was only .9 seconds, but through technique, body control and timing, it looked like he could fly. The Bar-tailed…

    Read More

  • Q4 2024 Review: The Other Revolution

    In our last newsletter we wrote about the impending political revolution, but 2024 was defined by a different revolution: Artificial Intelligence. At least that’s what the…

    Read More

  • What’s Next?

     “ELECTIONS HAVE CONSEQUENCES”, and this one is certainly more consequential than most. The new administration has promised nothing short of a revolution. Whether or not they…

    Read More

  • Q3 2024 Review: Maybe The Market Does Care?

    Maybe the market does care? Out of nowhere, the broader market “woke up” and decided there were a whole lot of compelling investments that had little…

    Read More

  • Compass Sponsors 4th Annual Fairfield Paddle Fest

    September 7th, 2024 The Fairfield Rotary Club and Compass Wealth Management present the fourth annual Paddle Fest! Proceeds were awarded to Operation Hope, whose programs and…

    Read More

  • Tax 101: Back to Basics

    Benjamin Franklin said, “Nothing is certain but death and taxes”. Taxes play a crucial role in shaping our financial landscape. Understanding their nuance is key to…

    Read More