Compass Wealth Solutions Inc

06/02/2026

We're thrilled to sponsor this summer's concert series! The Dave Matthews Tribute Band is kicking it off on June 4th at 8PM. Come out for a great night! 🎸

05/25/2026

COMPASS WEALTH SOLUTIONS WILL BE CLOSED FOR THE HOLIDAY.🔴⚪🔵
HAVE A WONDERFUL DAY!

05/23/2026

As we enjoy our freedoms and blessings, let us take a moment this weekend to reflect on the sacrifices made by so many men and women who have served our nation.
Thank you for your service and dedication.

05/12/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors.

05/10/2026

Today, we celebrate the care, strength, and dedication of mothers and mother figures everywhere.

We recognize the many ways you support your families, communities, and those around you each and every day. Your impact does not go unnoticed, and we’re grateful for all that you do.

Wishing you a wonderful Mother’s Day filled with appreciation and moments of joy. 💐

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.