Author: Jason

    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 and most importantly, the ability to focus on clients instead of the firm.    It’s hard to believe it now, but not long before Compass started, major brokerage firms had…

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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 same time, it’s still nearly impossible to get a restaurant reservation on a Saturday night, find reasonably priced airfare, and I-95 is chock full of return to the office…

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    Compass Sponsors Fairfield Paddle Fest

    Fairfield Paddle Fest – September 10th, 2022 The Fairfield Rotary Club, along with our premier sponsor, Compass Asset Management, is proud to announce it will host the second annual Paddle Fest on September 10h at Jennings Beach, Fairfield, CT. The family-friendly paddle event features three opportunities for Stand-up Paddlers (SUP) and Kayakers to compete, or…

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    Q2 2022 Compass Review

    Last quarter we said: “We were welcoming the correction as a necessary adjustment in speculative excess that in the long run would threaten market stability.”   So, while we don’t necessarily welcome last quarter’s 16% plus market decline on top of the first quarter’s 4.6% hit, it is not unexpected, given the amount of excess that…

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    Between a Rock and a Hard Place

    The Federal Reserve is stuck between a rock and a hard place.  Since the Great Financial Crisis, the Fed was able to implement expansionary monetary policies without having to worry about inflation.  The market took its cue from the Fed that bad times could be fixed with lower interest rates and asset purchases. Covid changed…

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    Q1 2022 Compass Review

    The quarter started off predictably enough with December’s market weakness continuing to reflect fear of war, Fed tightening, deflation of the growth stock bubble and supply disruptions.  Just when it looked like the bears were in control of the market, it turned with a vengeance and rallied back to regain nearly all its losses for…

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    The Times They are a Changing

    Change is generally gradual. It progresses so slowly that it goes unnoticed until there is an inflection point, an event or events that make the new direction undeniable. We think we are at an inflection point and believe the next decade will be very different than the last for investors.     Change is coming because the…

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    Early Take on the Omicron Variant

    This morning on Face the Nation, Dr. Scott Gottlieb asked four important questions which we will learn the answers to in the coming weeks. 1)      Is the Omicron strain of Covid more virulent than previous strains?2)      Does this strain escape immunity?3)      Does this escape from immunity increase transmissibility?4)      Do vaccines, including boosters, and previous infection…

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    The New Reality

    Q3 2021 Compass Review Last quarter we reached an inflection point, and the markets are trying their best to adjust. Part of that adjustment is simply recognizing what the current reality is, and the other part is trying to anticipate what the new reality will look like next year and beyond. At this point, much…

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    Diagnosing the Economy: Q3 2021 Review

    The economy and markets are often described in medical terms, as if we were diagnosing every economic cycle and had a prescription for every market illness.   So it’s not surprising that the current applicable term for the state of the world is that we are in recovery after suffering a severe illness, both figuratively and…

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