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Compass Watch

The Best Compliment

Compass Watch

During the first quarter of 2014, we received a considerable number of phone calls from individuals who had been referred by
clients and other friends of Compass.

The Wall Street Transcript, Managing Risk While Striving for High Returns

Compass Watch

JAY JACKLEY, CIMA, joined Compass Capital Management, Inc., as a Senior Portfolio
Manager in 2009. He has been in the financial investment industry for over 18 years..

Compass Portfolio Management Team Expands: Welcome Christopher Kelley!

Compass Watch

While many other financial firms cut back during the economic downturn, Compass grew and continues to expand. We are
delighted to announce that Christopher Kelley has joined our firm.

Navigating the Fixed Income Landscape: Staying the Course

Compass Watch

As the equity markets continue to reach new highs (positive 200%1 from 2009 lows) and the current yield on the 10-year U.S. Treasury hovering around 2.35%1, a number of highly-regarded publications have implied that stocks continue to be the only reasonable place to invest.

Compass Investing VS. Passive Investing

Compass Watch

Passive investing or stock market indexing—investing in a fund which closely tracks a well-known index—has been one of the most popular trends in history.  Little surprise then, that during 2014, investors pulled $98 billion out of active U.S. mutual funds while …

Portfolio Construction: The Importance Of Asset Allocation

Compass Watch

As the equity markets advance to new highs (+145% from their March 2009 low) and bonds appear stodgy by comparison, investors
have begun to wonder if they should continue to hold bonds in their portfolios while major financial media outlets suggest stocks are
the only place to invest.

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