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Compass Watch

Compass Capital Management Expands: Welcome Phil Stern!

Compass Watch

Personalized service and quality investment management have been cornerstones of Compass Capital Management since its inception 28 years ago.  As Compass continues to grow, we are delighted to announce that Phil Stern has joined our firm to build upon that foundation.

What Have We Been Doing Lately? Going the Extra Mile: from Cleveland to Hong Kong

Compass Watch

Over the past eighteen months, the performance of the S&P 500 Index has been modestly positive (primarily as a result of dividends) as ongoing news persists of slower growth in China, suspicious global central bank policies, the strong U.S. dollar and the sharp decline in oil prices.

The Dividend Trap

Compass Watch

Historically, dividends have played an important role of the total stock market return as measured by the S&P 500 Index. In fact, reinvestment of dividends has accounted for approximately 40% of the stock market return since 19291.

Do Outcomes Improve by Benchmarking Your Portfolio?

Compass Watch

At the time of this writing, the Dow Jones Industrial Average (Dow) has closed above 21000 for the first time; the latest milestone in the market’s post-election rally.

Give Me a (Tax) Break: Tax Implications of Mutual Fund Investing

Compass Watch

Investors looking to commit capital to the stock market have two primary options.  They may choose either a pooled investment (e.g. mutual fund) or direct stock ownership.  Both options appear to be equal at face value. 

Investment Mistake #6: Allowing Public Perceptions to Drive your Fixed Income Portfolio

Compass Watch

Many market pundits continue to declare that higher interest rates are coming, predicting bad news for fixed income investors.  As Compass bond investors already know, higher rates (yields) mean lower prices for most already-issued bonds (but for those holding bonds to maturity, like we do, this declaration is a moot point). 

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