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Compass Watch

Compass Investing VS. Passive Investing

Compass Watch

Passive investing or stock market indexing—investing in a fund which closely tracks a well-known index—has been one of the most popular trends in history.  Little surprise then, that during 2014, investors pulled $98 billion out of active U.S. mutual funds while …

Portfolio Construction: The Importance Of Asset Allocation

Compass Watch

As the equity markets advance to new highs (+145% from their March 2009 low) and bonds appear stodgy by comparison, investors
have begun to wonder if they should continue to hold bonds in their portfolios while major financial media outlets suggest stocks are
the only place to invest.

Quality is Beautiful Blue Chip Stocks Lead the Market Higher

Compass Watch

Many investors have been led to believe that in order to make money investing in stocks; you must buy companies
that have a great “story.” These stories are often the equivalent of putting lipstick on a pig.

Silver Edition

Compass Watch

August 15, 2013 marked our 25th Anniversary. We are delighted to have achieved this because it represents the collective, successful effort by our Compass Team. More importantly, it is a significant reflection of the trust our clients have placed in us over this period.

Growing Income from Growing Dividends

Compass Watch

At the end of 2013, quality bonds were providing modest yields. U.S. Treasury notes, for example, were yielding between 0.38% for
the two-year maturity and 3.03% for the ten-year note.

The Wall Street Transcript, Money Manager Interview with David Carlson

Compass Watch

DAVID M. CARLSON has been in the investment field for over 30 years and is one of the Founders of Compass Capital Management, Inc., in Minneapolis.

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