At Compass Wealth Management, we have developed a set of comprehensive economic and policy indicators called Investment Road Signsᵀᴹ that serve as guidance for our proprietary investment risk management system. These indicators help us determine whether we are currently on an Investment Highwayᵀᴹ or facing an Investment Detour Strategyᵀᴹ.

A hedge is an investment that is made to reduce the risk of adverse price movements in an asset. Here at Compass Wealth Management, we use a hedge to narrow the range of outcomes in the equity portion of clients’ portfolios.

Many different measurements can be used to value the stock market. Of the most thirteen popular measurements listed below, eight are in the highest valuation category (Very expensive), four are in the second highest category (Expensive), and only one is in the middle category (Fairly valued):