Why We Rarely Recommend Annuities (and You Probably Shouldn’t Own One)
Why We Rarely Recommend Annuities (and You Probably Shouldn’t Own One) Let’s talk about annuities — the financial product that just won’t die. They’re pitched as “guaranteed income,” “market protection,” or “the smart way to retire.” The brochures are polished. The language sounds secure. And the person explaining it to you always seems really confident […]
Selling Into a Storm: What Today’s Market Drop Tells Us (and What to Do Next)
Let’s call it what it is: today was rough. Markets dropped fast and hard after President Trump announced sweeping new tariffs on foreign imports. The Dow fell over 1,600 points. The S&P dropped nearly 5%. The Nasdaq got hit even harder. In a matter of hours, the U.S. equity market lost over $3 trillion in […]
Cash Isn’t a Strategy — But It’s Not Useless Either
Cash Isn’t a Strategy — But It’s Not Useless Either There are two types of people when it comes to cash. Type 1: “Cash is trash! You’re losing money to inflation — invest everything.”Type 2: “I keep everything in cash. It’s safer that way.” Both of these are wrong — for different reasons. Cash isn’t going to […]
Selling Your Business? Here’s What Most People Don’t Prepare For
Selling Your Business? Here’s What Most People Don’t Prepare For You sold your business.The check cleared.You popped the champagne. And then… what? Most business owners spend years — even decades — preparing for the sale. They work with brokers, accountants, attorneys. They clean up books, negotiate earnouts, and run through due diligence marathons. But almost […]
How His Old Advisor’s Oversight Cost My Client $1.7 Million
STL;DR:A business owner sold his HVAC company and paid nearly $3 million in taxes — despite working with a financial advisor. With proactive planning, we could have saved him $1.7 million. If you’re even thinking about selling your business, the planning must begin 3–5 years before the sale. And not all advisors are equipped for that kind of work. I recently shared […]
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 […]