The Setup: Volatility, Uncertainty, and the Window Ahead
Shew- It’s been a rough stretch in the markets. In less than two weeks, we’ve seen the Dow drop 1,600 points, then 2,200 more. The Nasdaq slipped into bear market territory. China hit back with a 34% tariff after the U.S. imposed a 54% one. The political posturing is loud—and the market’s response even louder. […]
Why You Stay Invested: A 3,000-Point Rally, a Tariff Delay, and the Power of Staying the Course
Today, the market surged nearly 3,000 points in response to the Trump campaign’s announcement of a 90-day pause on proposed tariffs. For many investors, this rally came as a shock—especially those sitting on the sidelines, waiting for “the right time” to get back in. But if you’ve been working with a disciplined strategy—or better yet, […]
Are They a Fiduciary… or Just Really Good at Faking It?
Let’s talk about something most investors don’t realize: A lot of advisors sound like they’re putting your interests first… But behind the scenes? They’re cashing commission checks and selling products you don’t need. At Compound Advisory, we act as fiduciaries all the time — legally, ethically, and in practice. No exceptions, no fine print. But that’s not how the rest of the […]
“Cheap” Advice Could Be Costing You More Than You Think
Something that really grinds my gears? Robots trying to do our job. And even worse—people trusting them with the future they’ve worked their whole lives to build. Look, I get the appeal. These platforms are slick. The dashboards look great. The fees seem low. They ask you a few quick questions: Then boom—you’re placed in […]
Health Is Wealth: Why My Financial Firm Talks About Sleep, Steak, and Sunlight
You might think it’s strange that a financial advisor is talking about steak, sleep, and sunlight. But here’s the thing: if you don’t feel good, think clearly, or have energy—your money doesn’t matter. You won’t enjoy it, manage it well, or make good decisions with it. At Compound Advisory, we believe in building wealth that’s […]
The New Standard in Retirement Advice: Why More Retirees Are Choosing RIAs
The days of relying on a single advisor at a big-box brokerage or trusting a “plan” built off a risk questionnaire are over. Today’s retirees want more — more clarity, more customization, and more confidence that the advice they’re getting is actually in their best interest. That’s why more and more people are turning to Registered […]
Estate Planning 101: A Guide for Growing Families
TL;DR (Too Long; Didn’t Read) If you’re a parent—especially with young kids—estate planning isn’t optional. It’s the only way to ensure your kids are cared for by the right people, your assets are protected, and your wishes are honored.This guide covers the essentials for growing families: We make estate planning feel less like a legal […]
10 Biggest Mistakes People Make With Retirement Planning
TL;DR Most people aren’t ready for how long and expensive retirement can be. Here are the 10 biggest mistakes we see: underestimating costs, retiring too early, relying too much on Social Security, ignoring inflation, going too conservative too soon, having no withdrawal plan, missing healthcare costs, ignoring taxes, failing to stress-test, and procrastinating estate planning. […]
Retire Without Regret: What the Latest Research Gets Right (and What Most People Miss)
Retire Without Regret: What the Latest Research Gets Right (and What Most People Miss) If you’re thinking about retirement—or already in it—chances are you’ve asked yourself some version of this question: “Am I doing this right?” Recently, I was featured in Investopedia’s 2025 Guide to Retiring Without Regret, which brought together insights from financial planners across […]
What If Social Security Gets Privatized? How to Protect Your Retirement Plan Now
WThere’s a growing conversation around the future of Social Security—specifically, whether it might be privatized. For anyone approaching retirement, that’s not just a policy debate. It’s a real financial concern. I recently contributed to a GoBankingRates article on how to prepare if Social Security changes. Below are the key takeaways—plus a look at how we help clients […]