Compass Financial Advisors

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Individual IRA

Many workers (60%) saving for retirement report total savings and investments of less than $25,000 (not including the value of their primary residence or any defined benefit plans). The majority of these workers who have put money aside for retirement have put aside very little:  30% say they have less than $1,000 in savings, according to the nonprofit Employee Benefit Research Institute (March 2012 Retirement Confidence Survey).

These are startling statistics which highlight the drastic need for retirement planning in America.  

Whether or not you are covered by an employer-sponsored retirement plan, an Individual Retirement Arrangement (IRA) may be another avenue for you to save for retirement.  IRA accounts come in two flavors.  A Traditional IRA may offer a current year tax deduction and tax-deferred growth.  With a Roth IRA, your contributions are after-tax (not eligible for a deduction), but your money will grow tax-deferred and be tax-free upon withdrawal at retirement.  Plus, there are exciting opportunities with Roth IRAs now that may benefit you.  We can help you evaluate which option would work best for your individual situation.  

Federal tax law establishes the total amount you can contribute to traditional and Roth IRA accounts each tax year.


At Compass Financial Advisors, we continuously strive to adapt, evolve and improve our operations so that we may deliver excellent communication for our clients while the providing them with the best investment solutions. We invest the capital that you have entrust with us in the same manner we invest our own capital.


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Latest Market News

 Stocks fell for the week as investors grappled with higher bond yields, political risks around the globe, trade tensions and higher energy prices. The real estate and utilities sectors, which tend to be bond proxies due to their high dividend yields, lost over 2% for the week. By contrast, the materials and energy sectors posted the biggest gains as investors are starting to price in higher inflation expectations. In economic news, retail sales rose 0.3% in April, in-line with forecasts, as higher paychecks from tax-cuts offset rising fuel costs. In stock news, both Walmart Inc.

 Treasury prices dropped moderately over the course of the week on strong economic data and speculation that both the Federal Reserve and European Central Bank may raise interest rates more quickly than previously expected. On Tuesday, April Advance Retail Sales were solid while March sales figures were revised to 0.8%, and May Empire Manufacturing was higher than expected, causing a risk-on environment which led to a significant drop in Treasury prices. It was also reported on Tuesday that the U.S.

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Securities offered through Harbour Investments, Inc.,
member FINRA/SIPC.

Investment Advisory Services offered through
Compass Financial Advisors, LLC,
a registered Advisor. 
Compass Financial Advisors, LLC &
Harbour Investments, Inc.
are separate entities.

Check the background of this firm
on FINRA's Broker Check