Blog

Life Insurance 101

The concept of insurance is simple.  It is financial protection for when something bad happens.  Car insurance protects you and your car, home insurance protects your…

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Q1 2023 Compass Review

A major crisis. Accommodative monetary policy to save the system.  Lower long-term interest rates. Financial and energy stocks priced for a major recession.  Large cap tech…

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Q4 2022 Compass Review

The world got a whole lot poorer last year.  There was almost nowhere to hide.  The S&P finished down 20% and the Nasdaq lost 33%.  Even…

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Secure Act 2.0

On December 23rd, 2022 the U.S House of Representatives passed an omnibus spending bill that includes the much-anticipated SECURE Act 2.0. The original SECURE Act passed…

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Saving for College

A Guide to Common College Savings Vehicles One of the most challenging discussions we have with young families is helping them think about the intimidating costs…

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The End of the Free Lunch

In our last letter we warned that there are major changes happening in the world economy: “The Times Are Changing”.  In this letter we would like…

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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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