Blog
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…
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…
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,…
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…
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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