Advisor Name
President
Office: 123-456-7890
Mobile: 123-456-7890
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Partner
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Private Wealth Advisor
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Client Service Specialist
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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
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.