GuidePosts

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

  • Compass Turns 25

    In 1997 Bill and Carolyn founded Compass.  After a combined 23 years with major brokerage firms, they wanted something better; better technology, less bureaucracy, lower expenses…

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  • RMD Rules from Secure Act Become Clearer- Kind of…

    We finally have an answer to one of the most frequently asked questions of 2022,“Do people who inherited an IRA in 2020 or 2021, and who…

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  • Q3 2022 Compass Review

    According to the University of Michigan Consumer Sentiment Index, consumers feel as bleak as they did during the great financial crisis 15 years ago.  At the…

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  • Compass Sponsors Fairfield Paddle Fest

    Fairfield Paddle Fest – September 10th, 2022 The Fairfield Rotary Club, along with our premier sponsor, Compass Asset Management, is proud to announce it will host…

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  • Estate Planning 101

    The Basics  Estate planning is the most overlooked area in people’s financial lives. It often gets ignored or put off for a variety of reasons, whether…

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  • Q2 2022 Compass Review

    Last quarter we said: “We were welcoming the correction as a necessary adjustment in speculative excess that in the long run would threaten market stability.”   So,…

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