Blog
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…
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…
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…
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…
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…
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…
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…
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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