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
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
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
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
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
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
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
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
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
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
