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Compass Watch

The Dividend Trap

Compass Watch

Historically, dividends have played an important role of the total stock market return as measured by the S&P 500 Index. In fact, reinvestment of dividends has accounted for approximately 40% of the stock market return since 19291.

Do Outcomes Improve by Benchmarking Your Portfolio?

Compass Watch

At the time of this writing, the Dow Jones Industrial Average (Dow) has closed above 21000 for the first time; the latest milestone in the market’s post-election rally.

Give Me a (Tax) Break: Tax Implications of Mutual Fund Investing

Compass Watch

Investors looking to commit capital to the stock market have two primary options.  They may choose either a pooled investment (e.g. mutual fund) or direct stock ownership.  Both options appear to be equal at face value. 

Investment Mistake #6: Allowing Public Perceptions to Drive your Fixed Income Portfolio

Compass Watch

Many market pundits continue to declare that higher interest rates are coming, predicting bad news for fixed income investors.  As Compass bond investors already know, higher rates (yields) mean lower prices for most already-issued bonds (but for those holding bonds to maturity, like we do, this declaration is a moot point). 

Implications of a Strong U.S. Dollar: Is a Strong Dollar Good for the Stock Market & Economy?

Compass Watch

Since mid-2014, the U.S. trade-weighted broad dollar index1 has appreciated nearly 20%2, with the largest gains against the Japanese yen, Mexican peso, Canadian dollar and the Euro. Currency movements have always been complicated both in their causes and consequences.

Taking Stock: A Few Thoughts for Times Like These

Compass Watch

Just nine months ago, U.S. stock indexes were hitting all-time highs as the bull market was passing its six year anniversary (from the March 2009 lows).  Since then, the Federal Reserve has begun raising short-term interest rates, oil has continued its precipitous retreat (from its recent high, oil is down 68%) and …

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