Blog

    Q3 2025 Review: Trust

    At Berkshire Hathaway’s 2024 annual meeting, Warren Buffett was asked if he would change anything about his life. For someone who has long managed Berkshire well…

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    The AI Bubble

    “Some development, seemingly new and desirable…captures the financial mind…the price of the object of speculation goes up…this increase and the prospect attract new buyers…the speculation building…

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    Compass Sponsors 5th Annual Fairfield Paddle Fest

    September 6th, 2025 The Fairfield Rotary Club and Compass Wealth Management present the fifth annual Paddle Fest! Proceeds were awarded to CLASP https://clasphomes.org/. Established in 1982,…

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    Key Provisions of the One Big Beautiful Bill Act, and the Potential Impact on Your Taxes

    On July 4, 2025, President Donald Trump signed the One Big Beautiful Bill Act (OBBBA) into law, marking a significant milestone in tax legislation with far-reaching…

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    Q2 2025 Review: Honeybee

    On May 3rd Warren Buffett announced he was stepping down as CEO of Berkshire Hathaway. It wasn’t the first time Buffett stepped away. In 1969, he…

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    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…

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    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…

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    What’s Next?

     “ELECTIONS HAVE CONSEQUENCES”, and this one is certainly more consequential than most. The new administration has promised nothing short of a revolution. Whether or not they…

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    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…

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    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…

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