What You Need to Know About Your US Equity Holdings

A new wave of speculation is hitting the market—reminiscent of the meme stock mania of 2021. Stocks like Krispy Kreme and OpenDoor are soaring on hype, not fundamentals. But underneath the noise, a more important shift is underway.

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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 August 8, 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.