Tag Archives: Investing

Stick With Bonds

We have been receiving many client inquiries concerning our recommended holdings in bonds. Our general answer is don’t panic; bonds are not meant to be the earnings generator in your portfolio. They are meant to provide stability and diversification and … Continue reading

Posted in Advisor Insights | Tagged , ,

Mutual Funds vs Stocks; Which is Better for You?

With all the financial and money programs on TV talking about stocks, how do you know which ones to have in your portfolio?  There are two main options to think about when making these choices; purchasing individual stocks or purchasing … Continue reading

Posted in Advisor Insights, Investing, Taxes | Tagged , , , , , , ,

Should I Keep My Old 401(k) or Roll it over to an IRA?

Whenever you leave a job, you often have to decide what do do with your 401k.  In many cases, you may have several 401(k) or 403(b) accounts that you have accumulated over the years.  Should you roll them over to … Continue reading

Posted in Advisor Insights, Estate Planning, Financial Planning, Investing, Retirement, Taxes | Tagged , , , , , , ,

The Paradox of Long-Term Care Insurance

Those who can afford it, don’t need it; and those who can’t afford it, do! The decision to purchase Long Term Care Insurance (LTCI) is not a simple one.  Nor is LTCI needed by everyone.  So how do you decide? … Continue reading

Posted in Insurance, Retirement | Tagged , , , ,

Active Management Does Not Work 50% of the Time!

Would you bet your retirement on the flip of a coin? Of course you wouldn’t bet your retirement on the flip of a coin.  So why would you pay someone else to do it?  By definition, half of active managers … Continue reading

Posted in Investing, Retirement | Tagged , , , , | Leave a comment

Welcome to the Compass Rose Financial Planning Blog

Compass Rose Financial Planning is an independent, fee-only financial planning firm, providing financial and investing advice on an hourly basis. We specialize in helping you “Chart Your Financial Future”. Our approach to financial planning focuses on you and understanding your … Continue reading

Posted in Education/College, Estate Planning, Financial Planning, Industry Statistics, Insurance, Investing, Resources, Retirement, Taxes | Tagged , , | 1 Comment