Blog
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…
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…
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…
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…
Tax 101: Back to Basics
Benjamin Franklin said, “Nothing is certain but death and taxes”. Taxes play a crucial role in shaping our financial landscape. Understanding their nuance is key to…
Q2 2024 Review: Sometimes the Market Just Doesn’t Care
Sometimes the market just doesn’t care. All the air gets sucked up by a mega trend, and everything else gets overshadowed. Investors can chase the trend,…
Q1 2024 Compass Review: Two Sides of a Coin
In Warren Buffet’s latest annual Berkshire Hathway letter, he wrote, “For whatever reasons, markets now exhibit far more casino-like behavior than they did when I was…
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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