Author: Jason

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…

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Top Heavy

Upside down pyramids are unstable. With all that weight up high they can be tipped over with a feather. If you are near one, it’s best…

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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,…

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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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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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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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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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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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