Fiduciary Wealth Management and Retirement Strategies for Business Owners and Professionals
Insights
The Fed Cut Rates — Your Cash Can Still Earn 4.0%
Rates are falling, but your savings don’t have to suffer. Learn how Altruist’s High-Yield Cash Account lets you earn 4.0% APY (4.0% for Altruist One). ...more
Retirement
September 17, 2025•2 min read
Backdoor Roth IRA & Roth Conversions | Compound Advisory
Learn how high-income earners can use backdoor Roth IRAs and Roth conversions to unlock tax-free retirement growth. Discover strategies, rules, and timing tips from Compound Advisory. ...more
Retirement
September 16, 2025•4 min read
Outdated Wills, Missing Beneficiaries, and No Plan: The Estate Planning Mistakes We’re Seeing Every Week
Outdated wills and missing beneficiaries can cost your family. Learn the key estate planning documents and solutions every family and business owner needs. ...more
Estate Planning
September 03, 2025•3 min read
Got an Old 401(k)? Trump’s New Laws Could Affect It — Even More Than You Think
Old 401(k) accounts aren’t harmless. Recent changes to tax rules, contribution limits, and investment options could cost you more than you realize. Here’s how to protect yourself. ...more
Retirement
August 12, 2025•3 min read
The Real Return of Working with the Right Advisor
Vanguard estimates skilled advisors can add 3%+ in returns per year. Discover what Advisor's Alpha really means—and how Compound Advisory helps clients build, preserve, and compound wealth with a smar... ...more
Retirement ,Estate Planning &Tax Planning
August 05, 2025•4 min read
How His Old Advisor’s Oversight Cost My Client $1.7 Million
New Blog Featured in Yahoo Finance: One business owner paid nearly $3 million in taxes after selling his company — even though he had a financial advisor. With proper planning, we could’ve saved him $... ...more
Retirement ,Estate Planning &Tax Planning
July 28, 2025•3 min read
The Forgotten 401(k): Why Inaction Is Costing You Real Money
Leaving your old 401(k) behind could be one of the most expensive mistakes you make. Learn why—and how to fix it with a free 15-minute review. ...more
Retirement
July 28, 2025•3 min read
The $50 Million Exit You’ve Never Heard About
Discover how a business owner sold a $50 million company using a tax-efficient ESOP strategy under IRC Section 1042 and potentially saved over $10 million in taxes. ...more
Retirement ,legacy planning Estate Planning &Tax Planning
July 22, 2025•3 min read
Trump's "One Big Beautiful Bill": What High-Net-Worth Clients Need to Know
Trump's "One Big Beautiful Bill" permanently raises estate tax exemptions to $15M and locks in tax cuts. What high-net-worth clients need to know now. ...more
Retirement ,legacy planning Estate Planning &Tax Planning
July 07, 2025•7 min read
What If Social Security Gets Privatized? How to Protect Your Retirement Plan Now
Heath Harris of Compound Advisory shares how to prepare for Social Security uncertainty and create a flexible, private retirement plan that isn’t dependent on government programs. ...more
Retirement
June 25, 2025•2 min read
How to Build Generational Wealth Even in Retirement
Heath Harris of Compound Advisory shares how retirees can build generational wealth using smart strategies like SBLOCs, gifting, and purposeful investing. ...more
Retirement ,legacy planning
June 25, 2025•2 min read
Retire Without Regret: What the Latest Research Gets Right (and What Most People Miss)
Discover how to build a retirement income plan that actually lasts. Learn smart withdrawal strategies, tax-efficient planning, and how to avoid running out of money in retirement—with expert insight f... ...more
Retirement
June 25, 2025•3 min read
10 Biggest Mistakes People Make With Retirement Planning
Avoid the 10 biggest retirement mistakes. See how the Compound Cultivator™ Framework builds a resilient plan for your future. ...more
Retirement
April 29, 2025•4 min read
Estate Planning 101: A Guide for Growing Families
A practical guide to estate planning for parents—covering guardianship, wills, trusts, taxes, and protecting your family’s future with confidence. ...more
Estate Planning
April 24, 2025•16 min read
The New Standard in Retirement Advice: Why More Retirees Are Choosing RIAs
RIAs offer fiduciary guidance, transparent fees, and personalized retirement planning. Learn how smarter strategy leads to stronger retirement outcomes. ...more
Financial Planning ,Investing &Retirement
April 23, 2025•3 min read
Health Is Wealth: Why My Financial Firm Talks About Sleep, Steak, and Sunlight
Discover why health is the most overlooked part of wealth planning. In this post, I share my personal approach to wellness, practical habits that actually move the needle, and how your energy, mobilit... ...more
Financial Planning ,Investing Retirement &Estate Planning
April 16, 2025•5 min read
“Cheap” Advice Could Be Costing You More Than You Think
Cheap advice from robo-advisors could cost you more than you think. Learn why real planning matters for wealth builders and retirees—and how working with a fiduciary like Compound Advisory can add rea... ...more
Financial Planning ,Investing tax planning &Retirement
April 14, 2025•5 min read
Are They a Fiduciary… or Just Really Good at Faking It?
Think your financial advisor is acting in your best interest? Think again. Learn how to spot fake fiduciaries, hidden fees, and sales tactics disguised as advice — and why Compound Advisory always put... ...more
Financial Planning ,Investing &Retirement
April 10, 2025•4 min read
Why You Stay Invested: A 3,000-Point Rally, a Tariff Delay, and the Power of Staying the Course
Markets jumped nearly 3,000 points after a tariff pause—but volatility isn’t over. Discover why staying invested matters, how Compound Advisory protects retirees, and why smart investors lean in when ... ...more
Investing ,Market Insights
April 10, 2025•5 min read
The Setup: Volatility, Uncertainty, and the Window Ahead
Markets are swinging, headlines are screaming, and no one seems to know what’s next. But beneath the chaos, a pattern is forming—and it looks more like chess than checkers. ...more
Investing ,Market Insights
April 05, 2025•3 min read
Compound Advisory is a registered investment adviser. The information presented on this website is for educational purposes only and does not constitute an offer or solicitation to buy or sell any specific securities, investments, or investment strategies.
Risk Disclaimer: Investments involve risk and, unless otherwise stated, are not guaranteed.Past performance is not indicative of future results.Always consult a qualified financial adviser and/or tax professional before acting on any information presented.
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Compound Advisory provides fiduciary wealth management, investment planning, and retirement strategies for business owners, professionals, and retirees across the United States. We proudly serve clients virtually in Annapolis, Washington DC, Baltimore, Maryland, Northern Virginia, and beyond.