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Staying Vigilant: Protecting Yourself from Fraud Fraud has become an unfortunate part of everyday life, from fake emails and phone calls to elaborate online scams that can look completely legitimate. Criminals are using increasingly...

Market Themes to Watch in Late 2025 As we enter the final quarter of 2025, there are several developments that could shape the market environment through year-end. One of the most closely watched factors is Federal Reserve policy....

It’s no secret that the stock market can move dramatically in a single day. Headlines often highlight when the market jumps several hundred points or experiences a sharp drop. Understandably, investors sometimes worry—or...

What the New SALT Deduction Cap Means for You In July 2025, Congress passed the One Big Beautiful Bill Act (H.R. 1)—a sweeping tax reform package. Among the most talked-about changes: the SALT deduction cap was raised from $10,000 to...

The Next Big Thing: What Will Drive Equity Growth in the Years Ahead? The stock market has always been fueled by innovation—from the railroads and steel mills of the 1800s to the internet and cloud computing revolutions of the last few...

In a world of economic uncertainty, inflation concerns, and evolving financial markets, one principle has consistently held true: over the long run, equity investments remain one of the most effective ways to preserve—and grow—your...

The first four months of 2025 have been a reminder of one simple truth: market conditions can change quickly, but a resilient portfolio stands the test of time. Between shifting interest rates, global elections, and evolving technology...

After years of trailing behind their U.S. counterparts, international stocks are making a comeback—and investors are taking notice. In recent months, we've seen a meaningful rally across global markets, with international equities...

With the 2024 U.S. election now behind us, investors and analysts are closely watching how the results are impacting financial markets and the broader economy. Elections have historically been catalysts for market volatility, policy...

Is the Tech Sector Overvalued? A Look at Current Market Dynamics As investors assess the current state of the markets, one question continues to dominate discussions: Is the tech sector overvalued? Tech stocks have historically been a...

What to Expect from the Fixed Income Markets in 2025 As we transition into 2025, investors are keeping a close eye on the fixed income markets. With central banks adjusting monetary policies, economic growth patterns shifting, and...

As the holiday season approaches, a familiar term often pops up in financial circles: the "Santa Rally." This intriguing market phenomenon refers to the tendency of stock markets to rise during the final days of December and sometimes...

The stock market's reaction post-election can vary depending on multiple factors, including the economic policies of the winning candidate, market expectations, and broader economic conditions. However, some typical trends have been...

Halloween has evolved from a simple, spooky holiday into a major driver of consumer spending in the U.S. economy. While often overshadowed by the end-of-year holiday season, Halloween plays a significant role in stimulating economic...

As investors settle into the autumn months, the stock market often enters a period of heightened awareness, bracing for what is known as the "September Effect." This phenomenon refers to the historical trend where September has shown a...

It is not expected that the Federal Reserve will decide to cut rates at their July meeting, but there is some expectation that they may do so in September. If they do, it is not likely to be more than 25 basis points or 0.25%. But for...

As we draw nearer to the Summer Solstice on June 20, it occurred to me that the anticipation of the long, lazy days ahead refer not just to the weather and prospective vacation plans, but to the financial markets as well. The behavior...

Using Roth Conversions Between Retirement and Age 73 to Reduce Future RMDs By Compass Capital Management A Roth conversion is a financial maneuver where you convert funds from a traditional Individual Retirement Account (IRA) or...

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The Seesaw Relationship Between Interest Rates and the Stock Market In the 2 years plus since the Federal Reserve started hiking interest rates in response to the dramatic increase in inflation, we’ve seen the stock market react in...

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Managing Anxiety in the Digital Age: Coping Strategies for a Connected World In our modern, digital age, it's not uncommon to feel overwhelmed by the constant barrage of information, notifications, and expectations. With the...

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Presidential Elections and the Markets Each time a Presidential election year approaches, there's a chorus of warnings from experts about potential market volatility that could shake our portfolios. However, recent research from...

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  With the recent SEC approval on January 10, 2024, of the first U.S.-listed Exchange-Traded Funds to track Bitcoin, I thought it made sense to explain what exactly that is. A spot Bitcoin ETF is a financial product that allows...

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At Compass Capital Management, we believe staying invested and avoiding attempts to time the market is a fundamental principle of successful long-term investing. This approach is based on the recognition that accurately predicting...

To view this video, please click on the link below: Market Update December 2023

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To view this video, please click on the link below: Market Update November 2023

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You will often hear investors touting the benefits of Passive Investments, claiming cost efficiency and consistency as the most important features of an investment. In the other camp, proponents of Actively Managed Funds believe that...

To view this video, please click on the link below: Why Not To Pay Off Your Mortgage

If you have a Managed Advisory Account with Compass Capital Management, it is likely that you are invested in one of our carefully curated Investment Models. We offer a variety of investment models, each designed to cater to different...

A message from Thomas C. Paron   July 23-30, I participated in the Empire State Ride, a ride to raise funds for the Roswell Cancer institute in Buffalo New York. We spent 7 days riding from Staten Island, New York to Niagara Falls...

To view this video, please click on the link below:Goals: Short, Intermediate, and Long Term

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I’m writing this blog post to discuss an important topic, one that affects anyone who has ever opened an investment account to save for the future. As part of my job as Servicing Advisor here at Compass Capital Management, I meet...

To view this video, please click on the link below:Top 3 Financial Mistakes to Avoid

Greetings,We are thrilled to share that our team at Compass Capital Management recently participated in the Lung Force Walk. Today, we are elated to announce that we not only achieved our fundraising goal of $2500, but we are also...

Climate action is front and center for both the Biden administration and many of the world’s largest companies. Read my latest Markets in a Minute for a look at the opportunities and obstacles in the race to a clean-energy future and...