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Q2 2023 Compass Review
The second quarter can be summed up in one word: Resilient. A resilient economy, despite higher interest rates. A resilient stock market, despite narrow leadership by…
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…
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…
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…
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