Blog

Between a Rock and a Hard Place

The Federal Reserve is stuck between a rock and a hard place.  Since the Great Financial Crisis, the Fed was able to implement expansionary monetary policies…

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Q1 2022 Compass Review

The quarter started off predictably enough with December’s market weakness continuing to reflect fear of war, Fed tightening, deflation of the growth stock bubble and supply…

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The Times They are a Changing

Change is generally gradual. It progresses so slowly that it goes unnoticed until there is an inflection point, an event or events that make the new…

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Early Take on the Omicron Variant

This morning on Face the Nation, Dr. Scott Gottlieb asked four important questions which we will learn the answers to in the coming weeks. 1)      Is…

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Back to Basics: Building an Emergency Fund

One of the most boring but essential pieces of a successful financial plan is creating an emergency fund. Without it, a plan can fall apart instantly.…

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Is the Back-Door ROTH soon to be Out the Door?

On September 13, President Biden and Democrats released a comprehensive proposal that if enacted would impactalmost all areas of tax planning. For now, this is just…

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The New Reality

Q3 2021 Compass Review Last quarter we reached an inflection point, and the markets are trying their best to adjust. Part of that adjustment is simply…

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Diagnosing the Economy: Q3 2021 Review

The economy and markets are often described in medical terms, as if we were diagnosing every economic cycle and had a prescription for every market illness.  …

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The Case For Stock Selection

The performance of our stock portfolios is largely dependent on the performance of the broad stock market.  This is not an accident.  We purposely select stocks…

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Where do we go from here?

Since the onset of Covid 19 the US government earmarked $5 Trillion for financial relief, small-business loans, bailouts, PPE, state aid, and vaccine development.  That is…

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