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President
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Partner
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Private Wealth Advisor
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advisor@email.comInsights From Compass
Browse through our resource library to learn more about a host of relevant and timely topics.
Our Commitment To You
Learn more about why clients continue to choose Compass Investment Advisors.
The Compass Mission
Why we do what we do for clients and the community.
Helpful Content
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Building Your Legacy
A four-step framework for building a personal legacy.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
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Doubling Your Money
This calculator demonstrates the power of compound interest.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
View all calculators
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.