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Compass Financial Advisors

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Wealth Services

 

Tax & Estate Planning

We aim to maximize your financial position and protect it from the effects of time, taxes, and the ever changing economic environment. Our goal is to provide our clients with confidence when it comes to their wealth portfolio.

Investment Management

Our integrated investment management process builds on our Tax & Estate Planning process to develop and implement an investment portfolio tailored to pursue your unique needs and goals.

Liability Management

It would be a mistake to only focus on the Asset side of the Wealth Management equation. Overlooking liability management can be one of the causes behind the failure of any financial plan.

Volatility Management

We can employ money managers for you using strategies that reject the traditional concept of "buy and hold".

 

Harbour Investments and it's representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

 

 

 

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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. http://www.finra.org/
http://www.sipc.org/about-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