Blog
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…
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.…
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…
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…
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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