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

  • Q3 2026 Review: Memory Lane

    Since the start of the year, the 10-year Treasury has risen from 4% to over 5%, oil from $60 to $100 a barrel, and mortgage rates from 6 to 7%. None of that is good news for consumers, but it hardly seems enough to explain the University of Michigan Consumer Sentiment Index falling to one…

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  • The Future of College

    The Compass team has at least seven children expected to attend college in the next twenty years. If you include our clients’ kids and grandkids, that number easily exceeds one hundred.  So, we spend a lot of time thinking about saving for college. On the surface, the headline numbers today are so astronomically high that…

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  • Debt Wobbles

    “When you see one cockroach, there are probably more.”  Jamie Dimon, CEO JP Morgan  This was Jamie Dimon’s response to a question last October about a failed loan JP Morgan made to Tricolor, a subprime auto lender. It turned out that Tricolor pledged the same collateral to multiple lenders and was forced into bankruptcy. That same month, First Brands Group, an auto parts supplier, collapsed amid allegations…

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  • Q2 2026 Review: Great Expectations

    In our first quarter letter, we were careful not to gloat about our strong relative performance. We discussed things worth worrying about, like global instability and war, stubborn inflation, AI FOMO, and a hot IPO market. These risks still exist today, but we also said timing the market is a loser’s game. The second quarter…

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  • SPACEX

    It has been 53 years since the New York Knicks last won an NBA championship. A few months before Willis Reed and Walt Frazier cut down the nets, astronauts completed Apollo 17, the final mission of the Apollo program and the last time humans walked on the Moon. It’s only fitting that this Knicks team’s…

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  • Q1 2026 Review: Is it Time to Worry?

    There is a lot to worry about. War in Iran, artificial intelligence, inflation, high stock valuations, and the potential liquidity crisis in “alternative” investments. It’s enough to keep anybody up at night (and if you are up, give us a call, because we are probably up taking care of one of our kids!). Yet the…

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