Compass Financial Advisors

Latest Quotes:

James J. Bobos

Portfolio Manager, Financial Advisor

Jim has completed his FINRA Series 7 and 66, holding a Bachelor of Science degree in Chemistry from Purdue University.  He is a college for Financial Planning graduate of the CFP® Professional Education program and has successfully completed the requirements by the College for Financial Planning to use the Accredited Asset Management Specialist, or AAMS® designation.  Jim has previously worked at AXA Financial Advisors and Citizens Financial Services.  As portfolio advisor for Compass, Jim has spearheaded Investment Research and is an Investment Policy Committee member.  Jim has been working in our Valparaiso office since October 2001.

Valparaiso Office


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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.

 View from the Observation Deck  

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.

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on FINRA's Broker Check