Blog

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…

Read More

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…

Read More

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…

Read More

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…

Read More

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…

Read More

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,…

Read More

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…

Read More

Is Value Investing Dead?

Investing has always been dominated by two schools of thought, growth and value. Buying companies with exceptional growth rates makes sense. After all, if the object of the…

Read More

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…

Read More

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…

Read More

End of content

End of content