Insights
Compound Advisory publishes articles and Compound Effect newsletter editions on retirement income, tax strategy, investing, estate planning, and high-net-worth financial decisions.
Everything on this blog is written by the advisory team. We publish to think out loud about the decisions our clients are actually facing — Roth conversions, Social Security timing, IRMAA brackets, market behavior, business owner exits, health and longevity, and the planning errors we see often enough to write down.
Most of what gets written here started as a client conversation. A household asks a question. We answer it in a meeting. The answer turns out to apply to several other households, and eventually it becomes a piece of writing. The writing is meant to be useful. Not to drive traffic. Not to chase keywords. Not to fill an editorial calendar.
If a piece earns its keep, the easiest way to keep the work in your inbox is The Compound Effect, our editorial newsletter. No affiliate links. No sponsored content. We do not sell the subscriber list. New editions show up a few times a month. Sometimes less.
A retirement plan does not work if your health does not last. Here is why the 'healthy' packaged food aisle is mostly marketing, and why the outside edges of the grocery store are still the cleanest way to eat.
The hardest part of investing is not picking the right fund. It is staying in your seat when the headlines tell you to run. Here is what 40 years of data say about the cost of stepping out.
Compound interest is the most powerful force in money, but only if you never interrupt it. Here is the framework we use to protect decades of compounding for our clients and their families.
The market just did exactly what it always does. The people who panicked missed it. Here's why the ones sitting on their hands are the ones winning.
Japanese government bond yields just hit levels not seen in 17 years. Here's why that matters for your portfolio, even if you own zero Japanese bonds.