Newsletters & Articles
Articles And Other Resources To Explore The Philosophy And Application Of Our Unique Approach To Investing
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…
Q4 2025 Review: Bubble, Cycle, Value
The world moves in cycles. Some are predictable like the seasons or the tides. When it involves people, cycles are just as inevitable but much less predictable. Whether it’s the business cycle of booms and busts or the investment cycle favoring growth or value, each iteration is different. All cycles include periods of great optimism…
Q3 2025 Review: Trust
At Berkshire Hathaway’s 2024 annual meeting, Warren Buffett was asked if he would change anything about his life. For someone who has long managed Berkshire well beyond financial necessity, his reply struck a chord: “I really enjoy managing money for people who trust me…I just like the feeling of being trusted.” We’ve spoken directly with…
Compass Sponsors 5th Annual Fairfield Paddle Fest
September 6th, 2025 The Fairfield Rotary Club and Compass Wealth Management present the fifth annual Paddle Fest! Proceeds were awarded to CLASP https://clasphomes.org/. Established in 1982, CLASP operates group homes and provides enrichment opportunities for adults with autism and other developmental or intellectual disabilities throughout Fairfield County, CT. This was our best year yet raising…