Compass Capital Corporation
Read the latest edition of our newsletter online!
- Smart 401(k) Investing
The second in NASD's Smart Investing series. The Smart Investing series offers comprehensive information plainly, simply, and without bias to help investors reach their goals.
- Smart Saving for College
The first in NASD's Smart Investing series. Helps families better understand 529 plans and other college savings options.
- "What If Interest Rates Rise?"
By Nancy J. Kimelman, Ph.D., Chief Economist, SEI Investments and James F. Smigiel, Director of Fixed Income, SEI Investments
- Mutual Fund Breakpoints: A Break Worth Taking
Direct link to the NASD Investor News Alert on Mutual Fund Breakpoints
- What is the Role of Bonds in Your Portfolio?
An SEI article on the role of bonds in your portfolio.
- What Can the Little Guy Learn from the Institutional Investor?
Tim Shanahan's latest article on investment strategy.
- Crisis Events, DJIA Declines, and Subsequent Performance
See this table of events that affect the Dow and its subsequent behavior and recovery.
- A
Primer on US Equity Benchmarks
Benchmark construction, peer
group comparisons, opportunity cost--these are core issues for
investment professionals and individual investors alike.
Reflecting their importance for you, Compass Capital (courtesy of SEI)
is beginning a series of articles entitled "Understanding
Benchmarks." The purpose of this series is to raise the level of
understanding about benchmarks and to promote responsible benchmark
use.
- Understanding Mutual
Fund Classes
As an investor,
you may have read about "Class A," "Class B," Class C," or other classes
of mutual fund shares. If you are thinking about choosing one of these
classes, it is important for you to understand the differences between
them. NASD Regulation regulates broker/dealers and their registered
representatives, and has provided investors with this information about
securities products and services. We hope that this communication will
answer many of your important questions about mutual fund classes. If
you have more questions, please consult with your Compass Trusted
Financial Adviser.
- SIPC
Coverage
If You have
ever wondered about SIPC coverage, its limits, and how it works, check
out this link.
- Should You
Exchange Your Variable Annuity?
If you have a life insurance or
annuity contract, you might be interested in this NASD Alert regarding
the exchange of annuities.
- Should
Investors Buy the S&P 500 Index Now?
Our business partner SEI
Investments recently conducted research on whether investors should buy
the S&P 500 Index now. The research came to interesting conclusions,
which you can read at this link. (March 2000)
- The
Dow 100 Years Ago: Same Old Stuff
Extracted from Bloomberg News,
this article provides some insight and perspective into the market's
current state of flux and flow.
- Brand
Interview
Founder and CEO
of Compass, Tim Shanahan is responsible for the strategic and creative
implementation of Compass's brand effort to date. He shares some of his
views on the branding process and what it means to Compass.
- Investor
Psychology and Behavior
As financial advisors we have an
obligation to make sure that all of the investment choices that we make
on behalf of our clients are suitable.
- Global
Markets Greeted by Political Shakeups
Announcements of major changes
in the governments of Russia and United States greeted global markets
recently.
- What
is an Asset Class?
Compass'
investment process emphasizes the importance of asset allocation as a
determinant of return.
- Fast
Markets:
What Are They And
How Can You Protect Yourself?
- Compass
Press Release: Compass Securities Corporation
Issues Report to Investors on Purchasing Securities on
Margin
- Compass
Press Release: National
Association Issues Warning to Investors: "Unregistered Tender Offers for
Limited Partnership Securities may be Dangerous to your Financial
Health!"
- 10 Investing
Myths Do You Hold Any of These to be
True?
- Year End
Planning: How
Investment Portfolios Share the
Profits
- Tim Shanahan,
CEO receives
award from Greater Boston Society of the Institute for Certified
Financial Planners. October
1998