Back to Extreme Market Valuations?

The S&P 500’s valuation just broke a level few thought we’d revisit—surpassing its dot-com bubble peak on a price-to-sales basis.

In this short video, Robert Amato, CFP®, CIMA®, explains why today’s environment poses risks for retirees—and how Compass Wealth’s Investment Road Signs©️ framework helps clients manage exposure without sacrificing long-term goals.

If you’re nearing retirement and want to preserve income through market cycles, this is a must-watch.

-----------

This material is not intended to be relied on as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of September 12, 2025, and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Compass Wealth Management to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Past performance is no guarantee of future results. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader. Investments involve risks.