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.
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.