As technology evolves, protecting your accounts from fraud is more crucial than ever 🔓

In our new video, we share essential security tips to keep your accounts safe. While Charles Schwab’s Security Guarantee offers valuable protection against unauthorized activity in your accounts, there are key precautions you must take to safeguard your assets.

How will the recent shift in political power impact the stock market? 💰

We analyzed 118 Congressional sessions of stock market data, covering every possible mix of power in the House, Senate, and White House since 1901.

Discover how these insights compare to the current political landscape in our new video.

Compass Wealth Management is proud to be an independent, Fee-Only wealth management firm dedicated to serving corporate executives, business owners, and retirees.

With over $260M in client assets under management, our team of Certified Financial Planners delivers personalized investment solutions and fiduciary care, backed by the trusted custody of Charles Schwab.

⭐️ What Makes Compass Wealth Management Different? ⭐️ We combine the personalized touch of a boutique firm with the resources of a large institution. Our focus? Customized financial planning, tailored investments, and unbiased, fee-only advice—no hidden sales or extra costs.

In this video, we dive into historical election year trends to show what has shaped market movements in the past. Understanding these patterns can help investors make more informed decisions as we approach another election cycle.

Discover the main differences in financial advisor compensation models in this brief video. We clarify this often misunderstood topic and provide insights into our firm's approach, helping you ask the right questions when evaluating other advisors.

Are we currently on an Investment Highwayᵀᴹ or trending towards an Investment Detour Strategyᵀᴹ? ⚠️

In our 2024 Mid Year Investment Outlook, we update you on what our proprietary risk management system is now telling us and how it will guide our overall investment strategy going forward.

In this short video, we discuss the long-term impact of the timing of returns in a portfolio and explain when to be cautious or riskier during your investing time horizon.

What are our risk indicators telling us about the stock market? 🤔 At Compass Wealth Management, we've developed a comprehensive set of economic and policy indicators to guide our investment risk management.

Achieve your financial goals using portfolio segmentation 📊 Our latest video explores utilizing portfolio segmentation to align your investment strategy with your short, medium, and longer-term financial goals.

In this video, you'll find a brief and candid discussion on the push for private investments in the financial services industry

What is a portfolio hedging strategy and how does it work? 🤔 In this video, we provide answers and go over our process of customizing hedging strategies for the equity portion of a client's portfolio.

Curious about how you can maximize your earnings on cash holdings? 💰 Our latest video breaks down strategies for navigating a decreasing Federal Funds rate.

Uncover the power of Fixed Income investments as part of your diversified portfolio 💸

Watch our latest video as we break down the essentials of this year's Fixed Income landscape, offering key insights and strategies to boost your financial portfolio 💼

Start your new year on the right financial path! Learn more in our 2024 Annual Investment Outlook as we recap last year's financial landscape and cover what lies ahead in 2024.