Compass Wealth Solutions Inc

05/02/2026

Mint juleps, big hats, and the thrill of the race – it's Kentucky Derby Day! Who are you rooting for to win this year's Derby?

04/29/2026

Last week, I had the incredible opportunity to visit the New York Stock Exchange alongside some of my fellow Osaic National Advisory Board members—something I’ve wanted to do since starting my career as a financial advisor in the year 1999!

Walking the floor of such an iconic institution was truly inspiring. It’s a place where history, innovation, and global markets all converge—and it served as a powerful reminder of the responsibility I carry as a financial advisor.

Moments like this reinforce why I’m so passionate about what I do: helping guide clients with insight, integrity, and a long-term perspective. 📈🏦

04/15/2026

Tax Day Is Here – and So Are Extensions! If you’ve already filed and ended your yearly business with the IRS, congrats! If you are filing extensions, congratulations on getting that process underway. Alongside your tax professionals, we wish you a timely resolution to this yearly ritual.

04/07/2026

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the Nasdaq dropped 7.11%, and the Dow lost 3.58% — though six of eleven S&P 500 sectors still finished in the green, led by Energy's standout 37.91% gain. As the weather warms up and spring gets us outside, it turns out Americans are right there with you — over 181 million U.S. residents participated in outdoor recreation in 2024. Check out this month's by-the-numbers for more on the outdoor recreation economy.

U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East.

04/05/2026

04/03/2026

Today is Good Friday. Let us take a moment to reflect on the profound significance of this holy day. May it be a time of peace, of prayer, and of reflection.
COMPASS WEALTH SOLUTIONS WILL BE CLOSED FOR THIS HOLIDAY. ✝️
*Please note that some financial markets will be closed due to this sacred occasion.

03/20/2026

Happy First Day of Spring! Today marks the beginning of a new season of growth, renewal, and rejuvenation. Let's welcome the longer days, warmer weather, and blooming flowers!

03/17/2026

🍀 Happy St. Patrick's Day! 🍀

Let's celebrate the rich culture and traditions of Ireland with joy and gratitude. Whether you're wearing green, enjoying some Irish music, or cooking up a delicious Irish meal, may your day be filled with luck and happiness!

03/07/2026

🌞⏰ Spring forward, everyone! It's that time of year again—Daylight Saving Time is here! Don't forget to set your clocks forward by one hour tonight. Enjoy the extra daylight and make the most of the longer days ahead! 🌼🌅