Cybercrime and fraud are serious threats and constant vigilance is key. While our firm plays an important role in helping protect your assets, you can also take action to protect yourself and help secure your information. The post summarizes common cyber fraud tactics, along with tips and best practices.

During the second half of 2021 the tried-and-true technology stocks that have come to dominate the market pushed the broad indexes to 20%+ gains by the end of the year. A similiar growth story in recent history would be the performance of technology stocks during the 1990’s, and if we went back further to the 1970’s, we could see similar behavior in what were referred to as the “Nifty Fifty.”

Many of our clients run successful businesses both large and small. A common denominator for most is the need to have a talented and motivated workforce whose goals are aligned with the overall success of the business.

In the COVID-19 environment, it is now more important than ever to make a conscious effort to drive participant engagement. To successfully accomplish this, you need to have a well-thought-out employee education plan.

The rampant spread of Covid-19 and a resulting health crisis not seen in 100 years quickly wreaked havoc on our modern economy during the 1st Quarter of 2020. 

On March 27th, the House of Representatives approved the COVID-19 bill, the Coronavirus Aid, Relief, and Economic Security Act (the “CARES Act”), and President Trump signed it into law.  The CARES Act makes targeted changes to provide relief to participants in employee benefit plans.  Following are the key provisions in the CARES Act as passed:

We are certainly living during a unique time in our country. The health and safety of our families and the community at large will hopefully be a focus for all Americans. The voluntary and mandatory steps around personal distancing that are key to stem the increase in the number of COVID-19 cases will inevitably take a toll on our economy.

At Compass Advisors our top priority has always been to deliver superior service to our clients. To do that in the current environment, we are taking every precaution possible to protect the health and safety of our team and their families given the ongoing coronavirus pandemic.

While we know that market moves to the downside are unnerving, they are also part of the long-term process of investing.