Insights
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
Selling Into a Storm: What Today’s Market Drop Tells Us (and What to Do Next)
Markets tumbled after new tariffs. Here’s what it means for your portfolio, your plan, and why staying the course still works. ...more
Financial Planning ,Market Insights
April 04, 2025•4 min read
Why We Rarely Recommend Annuities (and You Probably Shouldn’t Own One)
Think an annuity is the safe choice? Think again. Learn why we rarely recommend annuities — and what we do instead. ...more
Financial Planning ,Insurance &Retirement
April 04, 2025•5 min read
Selling Your Business? Here’s What Most People Don’t Prepare For
Selling your business is just the beginning. Learn what comes next and how to turn liquidity into lifestyle with clarity and purpose. ...more
Financial Planning ,Investing &Life After Liquidity / Business Sale
April 04, 2025•5 min read
Cash Isn’t a Strategy — But It’s Not Useless Either
Cash won’t grow your wealth — but it can protect it. Learn how we use cash buffers to reduce risk and stress in volatile markets. ...more
Financial Planning ,Investing &Retirement
April 04, 2025•5 min read
Your Estate Plan Is Probably Outdated (Or Missing Entirely)
Outdated estate plans cause chaos. Learn what to review, when to update it, and how to protect your legacy with clarity. ...more
Estate Planning
April 04, 2025•5 min read
Retirement Isn’t an Age. It’s a Cash Flow Problem.
Retirement isn’t about hitting 65 — it’s about building a cash flow strategy that works in real life. Learn how we helped one client turn $3.4M into a worry-free retirement with horses, freedom, and a... ...more
Retirement
April 04, 2025•4 min read
You’re Paying More in Taxes Than You Think
Taxes are likely your biggest expense — and chances are, you're overpaying. Learn how one client lost $280K by skipping tax strategy and discover smart, proactive moves that can save you thousands. ...more
tax planning
April 03, 2025•4 min read
You’re Probably Under-Insured (Even If You’re Rich)
The wealthier you are, the more exposed you may be. Discover the most overlooked risks and how to truly protect your assets. ...more
Insurance
April 03, 2025•4 min read
Most People Think Investing = Picking Stocks. It's Not.
Think investing means picking stocks? Think again. We break down the difference between real investing and random guessing — plus the exact strategy we used to help a $4.2M business owner retire smart... ...more
Investing
April 03, 2025•4 min read
You Don’t Need 12 Bank Accounts — You Need a System
Tired of scattered accounts and financial stress? Learn how the 4-Bucket System brings clarity, control, and confidence to your cash flow. ...more
Financial Planning
April 03, 2025•5 min read
The One Thing Most People Forget to Budget For
Most budgets fail from unexpected expenses. Learn a simple 4-step fix to smooth your cash flow and build a budget that works in real life. ...more
Financial Planning
April 03, 2025•5 min read
What’s a Financial Plan, and Why Should You Care?
What Is a Real Financial Plan? Let’s face it — most people think “financial plan” means a thick, boring PDF that never gets read. But if you’ve ever wondered whether you have enough to retire, how to... ...more
Financial Planning
April 03, 2025•4 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.
