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

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  • Q4 2022 Compass Review

    The world got a whole lot poorer last year.  There was almost nowhere to hide.  The S&P finished down 20% and the Nasdaq lost 33%.  Even…

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  • Secure Act 2.0

    On December 23rd, 2022 the U.S House of Representatives passed an omnibus spending bill that includes the much-anticipated SECURE Act 2.0. The original SECURE Act passed…

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  • Saving for College

    A Guide to Common College Savings Vehicles One of the most challenging discussions we have with young families is helping them think about the intimidating costs…

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  • The End of the Free Lunch

    In our last letter we warned that there are major changes happening in the world economy: “The Times Are Changing”.  In this letter we would like…

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  • 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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