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Planning for a Transition

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There is an old adage: “People don’t plan to fail, they just fail to plan.” Planning for a transition is an important service we provide at Compass. Many advisory firms have attempted to become comprehensive “financial planners,” providing one-stop legal and tax-related advice to their clients, as well as selling them insurance and expensive investment products and services.

Exceptional People Exceptional Companies

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Warren Buffet wrote that he has “never succeeded in making a good deal with a bad person.” Our collective experience has been the same.

A Few Thoughts for Times Like These

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Only 1  month ago, U.S. stock indexes were reaching record highs as the bull market was nearing its 11-year anniversary (from the March 2009 lows).

Compass Welcomes Maren Lapham

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Personalized service and quality investment management have been cornerstones of Compass Capital Management since its inception thirty years ago.

The Ongoing Divergence Between U.S. & International Markets

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It’s almost impossible to avoid international exposure in today’s globally interlinked economy. Nearly one-third of the revenues of U.S. companies in the S&P 500 Index come from outside the United States.

The Compass Bond Ladder or Bond Mutual Fund When Interest Rates Are Rising?

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As bond investors already know, when interest rates rise, the price of existing bonds generally falls.

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