The Fed Cut Rates — Your Cash Can Still Earn 4.0%

The Fed Cut Rates — Your Cash Can Still Earn 4.0%

The Fed Cut Rates — Your Cash Can Still Earn 4.0%Heath Harris
Published on: 17/09/2025

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).

Retirement
Backdoor Roth IRA & Roth Conversions | Compound Advisory

Backdoor Roth IRA & Roth Conversions | Compound Advisory

Backdoor Roth IRA & Roth Conversions | Compound AdvisoryHeath Harris
Published on: 16/09/2025

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.

Retirement
Got an Old 401(k)? Trump’s New Laws Could Affect It — Even More Than You Think

Got an Old 401(k)? Trump’s New Laws Could Affect It — Even More Than You Think

Got an Old 401(k)? Trump’s New Laws Could Affect It — Even More Than You ThinkHeath Harris
Published on: 12/08/2025

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.

Retirement
The Real Return of Working with the Right Advisor

The Real Return of Working with the Right Advisor

The Real Return of Working with the Right AdvisorHeath Harris
Published on: 05/08/2025

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 smarter strategy.

RetirementEstate Planning Tax Planning