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

  • Compass Sponsors 3rd Annual Fairfield Paddle Fest

    September 9th, 2023 The Fairfield Rotary Club and Compass Wealth Management present the third annual Paddle Fest! Proceeds were awarded to local charitable organizations, including Home…

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  • Rethinking Your Retirement Savings

    Employees are often advised to contribute the maximum amount to their 401k for tax savings and compounding potential. However, for high earners this may not always…

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  • Q2 2023 Compass Review

    The second quarter can be summed up in one word: Resilient.  A resilient economy, despite higher interest rates.  A resilient stock market, despite narrow leadership by…

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  • Life Insurance 101

    The concept of insurance is simple.  It is financial protection for when something bad happens.  Car insurance protects you and your car, home insurance protects your…

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  • Q1 2023 Compass Review

    A major crisis. Accommodative monetary policy to save the system.  Lower long-term interest rates. Financial and energy stocks priced for a major recession.  Large cap tech…

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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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