Blog
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…
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…
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