Author: Jason
Q1 2025 Review: Defying Gravity
They say that Michael Jordan’s “hang time” was only .9 seconds, but through technique, body control and timing, it looked like he could fly. The Bar-tailed…
Q4 2024 Review: The Other Revolution
In our last newsletter we wrote about the impending political revolution, but 2024 was defined by a different revolution: Artificial Intelligence. At least that’s what the…
Q3 2024 Review: Maybe The Market Does Care?
Maybe the market does care? Out of nowhere, the broader market “woke up” and decided there were a whole lot of compelling investments that had little…
Compass Sponsors 4th Annual Fairfield Paddle Fest
September 7th, 2024 The Fairfield Rotary Club and Compass Wealth Management present the fourth annual Paddle Fest! Proceeds were awarded to Operation Hope, whose programs and…
Q4 2023 Compass Review: Time
The cornerstone of investing is the tradeoff between interest and time. A dollar today is worth more than a dollar tomorrow because you can earn interest…
Q3 2023 Compass Review
Expectations are hard to change. We expect certain things from our partners, our friends, an Amazon delivery, and a dining experience. When these expectations aren’t met,…
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…
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…
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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