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Property and Casualty Insurance

Property and Casualty Insurance: Don’t leave home without it! A major crisis. Last year, a friend’s parents’ life took an unexpected turn. While on vacation, they…

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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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Rethinking Your Retirement Savings

Employees are often advised to contribute the maximum amount to their 401k for tax savings and compounding potential. However, for high earners this may not always…

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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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Life Insurance 101

The concept of insurance is simple.  It is financial protection for when something bad happens.  Car insurance protects you and your car, home insurance protects your…

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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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