| True North
Newsletter |
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Our
summer issue
reveals some interesting perspective on Monte Carlo simulations for
financial portfolios. Read on!
So what have we learned from
the bears and the bulls? Read our
spring issue
to find out!
Everything you always wanted
to know about Roth (and perhaps you asked!) can be found in our
fall issue!
Our
summer issue
highlights family philanthropy, reverse mortgages, and more!
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Compass
...
the Wise Choice!
In the 12th century,
mariners discovered that a naturally occurring magnetic ore called
lodestone, when floated on a stick in the water, tended to align itself
with and point towards the polestar. By determining which way was north, any other direction
could then be determined. To
date, the compass remains beyond dispute the primary navigational device on the
face of the earth.
We
chose the compass to symbolize our company as we believe our counsel can
be the primary device in guiding you through the many financial decisions
you face in this increasingly complicated and fast-paced world. Compass
Financial Consulting will streamline your life through the creation of an
integrated and comprehensive view of your overall financial landscape.
Blending the knowledge of our staff along with our strategic alliances,
our structure enables us to act as your “personal CFO” creating,
collaborating and implementing financial strategies specific to your
goals. NEW TO THE SITE!
Compass "Directions" ... giving you
sensible directions to some common life mileposts that can affect your
finances. Click here or go to
Resources & Compliance and choose General Guides. |