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…
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…
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…
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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