Blog

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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RMD Rules from Secure Act Become Clearer- Kind of…

We finally have an answer to one of the most frequently asked questions of 2022,“Do people who inherited an IRA in 2020 or 2021, and who…

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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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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…

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Estate Planning 101

The Basics  Estate planning is the most overlooked area in people’s financial lives. It often gets ignored or put off for a variety of reasons, whether…

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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,…

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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…

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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…

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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…

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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…

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