Thank you for visiting our online newsletter page! Each season, Compass Rose aims to provide you with valuable information that we hope you will find useful and informative. Change is constant. So, it is our pleasure to provide you with the new happenings, updates, reminders, tools, & tips that you need.
We’re sharing some furter thoughts on market rotations and price swings plus some commentary on the Delta variant, US debt, and a video from Jim discussing how to effectively refer friends and family to Compass Rose.
In this newsletter, we discuss recent market rotations, inflation making a come-back, possible future tax law changes, and a major milestone for our firm!
In this newsletter, we discuss a few takeaways from the 2020 Presidential Election & find out how our clients think we are doing in support of family goals, client services and investment performance.
A recap of the past 8 months, plus what to expect with the upcoming election, the stimulus bill and the Covid-19 vaccine!
A few notes and updates on how Covid-19 is affecting Compass Rose. Also, welcome to the team Ryan!
Early Spring 2020
It is only seven days since our last update concerning the coronavirus health crisis and the market response to the unfolding pandemic. Today, we want to bring you up to date on what has happened in the last week.
In this newsletter, we discuss how the spread of the coronavirus has directly impacted the markets and investor portfolios.
Fall has arrived! In the latest edition of our quarterly newsletter, we discuss the recent market decline & rebound, taxable accounts & another new member of our team! Welcome Jim!
The summer season is upon us. In this edition, we talk about outperformance, charitable giving, and our new scheduling software. Also, a new addition to our team!
Welcome to the time of the year where renewal is the theme. We can’t wait to put away winter jackets, boots, and ice melt. Now is the time to bring out the outdoor furniture, fire up the grill and plan the first gathering of friends and family. We can’t wait!
Spring is only four months away…in this newsletter, we discuss market volatility, tax impacts of portfolio management, and succession planning.
The “easy” season is here! This month, Compass Rose invites you to visit our brand new website. Also, learn about our new online meeting software, retirement plan portal, and more!
Winter is in full swing! In this month’s newsletter, we focus on IRA reminders, the Charles Schwab Tax Document timetable, market results and outlook, and information on our client portals.