When high earners can’t contribute directly to a Roth IRA, the backdoor Roth can be a valuable strategy. But if you don’t understand the IRS rules, you could create an unexpected tax problem.

When we think about major market downturns—1929, 1973, or 2000—what often comes to mind is volatility and loss. But history shows that inflation and valuations play an even bigger role in long-term outcomes.

When should you start Social Security benefits? The decision can impact your retirement income for decades.

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.

Social Security Survivor Benefits can provide essential income for surviving spouses and children—but many people don’t realize they’re eligible or when to claim.

U.S. consumers are changing the way they spend 💸 Bulk buying is back, splurges are fewer, and essentials are taking priority. But what does this mean for the economy and your investments?

U.S. consumers are changing the way they spend 💸 Bulk buying is back, splurges are fewer, and essentials are taking priority. But what does this mean for the economy and your investments?

U.S. consumers are changing the way they spend 💸 Bulk buying is back, splurges are fewer, and essentials are taking priority. But what does this mean for the economy and your investments?

While job growth slowed and hiring patterns shifted, new market trends are emerging. Strategic positioning can turn these changes into potential advantages.

Discover how our Investment Road Signs™ framework helps manage portfolio risk.

Are meme stocks making a comeback? 🤔 Learn how a balanced strategy is helping our clients avoid unnecessary risk. Watch the full video to understand what this means for your portfolio.

A new federal savings account is coming in 2026—and it could jumpstart your child’s future with a $1,000 boost 👶

🎥 Learn more in our new video on how it works.

What are stablecoins and why could they impact your wallet? 💳

With new laws and payment giants jumping in, this digital currency is going mainstream.

Many Americans are watching the future of Social Security with concern as the solvency horizon has just moved closer 😥

Private investments in 401(k) plans? 🤔 It may sound like innovation, but it's not necessarily what's best for investors like you.

The U.S. lost its last AAA credit rating.

Watch our newest video to understand why interest costs are becoming a budget problem, and what that could mean for future ratings and returns.

The market may be down, but that doesn't mean your portfolio has to be. In this brief update, Robert Amato, Principal at Compass Wealth Management, breaks down how our strategic overweight to value sectors has helped cushion the blow in this year's volatile market.

Market timing isn’t a reliable risk management strategy.

In this video, we provide a brief overview of one of the key risk management strategies we implement for our clients: the Equity Hedge Strategy. Our Equity Hedge Strategy is designed to reduce equity risk without the need to time the market.

Private investments—such as private equity and private credit—are being marketed to investors more aggressively than ever. But why now? And is it really in your best interest?

The S&P 500 set record highs last year, and U.S. consumers remain on solid financial footing. Our video shares what these trends mean for the economy and markets in 2025—all in just two minutes.

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.