Press and Media

What we write and comment about

We publish and comment on a narrow set of topics we work in every day: retirement income planning, tax planning for households with more than $1 million in investable assets, Roth conversion strategy, Social Security claiming decisions, and investor behavior during market stress. These are the problems on our desks, which is why we can speak to them with specifics rather than talking points.

We favor mechanics over predictions. We will explain how IRMAA surcharges attach to Medicare premiums, how a Roth conversion changes a household's lifetime tax picture, or why sequence of returns matters more in the first decade of retirement than the last. We will not forecast where the market goes next quarter, and we decline interviews built around that question.

As featured in

Publications occasionally quote our commentary or reference our published work. Every one of those features is unpaid editorial coverage. We do not pay for placement, we accept no compensation for coverage, and no money flows in either direction. A feature is not an endorsement of our firm or its services, and we do not present it as one.

What we can provide

For working journalists we can offer plain-English explanations of retirement and tax mechanics, written commentary on deadline, and appearances on podcasts or webinars where the topic sits inside our practice.

We will not provide client information, performance figures, stock picks, or market forecasts. Any planning illustration we share is a hypothetical composite, labeled as one, with the assumptions stated.

Media inquiries

Email info@compoundadvisory.co with your outlet, the topic, and your deadline. For requests on deadline we respond the same business day. For everything else, expect a reply within two business days. If we are not the right source, we will say so in the first reply rather than waste your deadline.

Heath Harris, founder of Compound Advisory (firm CRD 334484), can speak to retirement income design, Roth and tax planning strategy, Social Security timing, business exit planning, and what fee-only fiduciary advice means in practice. He cites his sources, keeps the jargon out, and will say so plainly when a question sits outside our lane.

Related: Contact

Start with the blog

If you want our positions before a call, read the blog. We have published our thinking on the IRMAA cliff, Roth conversion timing, why we rarely recommend annuities, and why staying invested tends to beat timing the market. What we say on the record matches what we publish, so the blog is the fastest way to check whether we are the right source for your story.

Related: The IRMAA cliff, explained · Why we rarely recommend annuities · Why staying invested beats timing the market · Backdoor Roth IRAs and Roth conversions

Frequently Asked Questions