Insights
notice
2026 Individual Tax Filing Due Dates
If you’re unsure about upcoming deadlines or think you may be paying more than necessary, our experienced CPA and financial professionals can help you navigate your options and plan with confidence.
Check Out Our Magazine
Latest Issue

Read Here!
fALL 2026

Read Here!
SUMMER 2026

Read Here!
SPRING 2026
Articles & Insights
Articles
The Quiet Cost of “Keeping Up”
If you grew up in a small town like I did, you probably remember a time when people didn’t have much—but they took care of what they had.
Championship Habits: The Playbook for Financial Success
While the excitement on Friday nights and Saturdays centers around touchdowns and victories, there are valuable financial lessons hidden within the game that can help families and individuals achieve their own long-term success.
It’s Not Too Late to Start: Why Every Dollar Counts in Financial Planning
For many people, financial planning can feel overwhelming, especially when life does not go according to plan.
MID-TERM ELECTION MARKET UPDATE
The U.S. markets are facing tremendous pressure in 2026. Persistent volatility, tariffs applied to some of our best trading partners, and continual change in the artificial intelligence space have created a very interesting market for the United States.
The Hidden Cost of Poor Budgeting Habits
Poor budgeting habits may seem harmless at first, but over time, they can lead to unnecessary debt, limited savings, and increased financial stress. Fortunately, a few small adjustments can make a meaningful difference.
The S&P 500 is A Great Investment – Just don’t make it your only one
The S&P 500 is an excellent investment, but it should not be mistaken for a complete retirement plan. One of the biggest misconceptions for beginner investors is that owning an S&P 500 index fund means you are fully diversified.
A New Baby, A New Budget
Parents preparing to welcome a newborn quickly realize how expensive providing for a new baby can be, and if you’re not financially prepared – you’ll witness how quickly your savings account will be drained.
Gaining Traction on Your Retirement Plans
Planning is vital but execution is the key to success. It is easy for some of us to dream of our ideal retirement phase of life – great health, plenty of income, travel the world, etc. However, we spend too little time in the planning process and too much time in the dreaming phase.
Eight Financial Lessons Every Young Adult Should Learn Before Leaving Home
it is worth taking time to discuss several core money principles before a child leaves home. The lessons in this article can help young adults begin this next stage of life with greater confidence and preparedness.
College Planning in Real Life | Part Two: When a Career Change Shifts the Plan
This chapter of our story is unfolding as my husband steps into a new career position at a different school. It’s a positive move for our family, but it’s also a reminder that real life doesn’t pause just because we finally feel like we have a plan.
Weekly Wealth Report
Week of September 28th
Batters have one of the most difficult jobs in baseball: keeping their eyes on the ball. It seems straightforward, but there are always distractions, from a pitcher’s pacing to the fans’ heckling.
Week of September 21st
Weekly Wealth Report | Week of September 21stThe Markets Interest rates rose, and markets reacted. With inflation running well above the target rate, the Federal Reserve (Fed) chose to raise the federal funds rate last week. Interest rates are one of the primary tools...
Watch The Latest Videos
Subscribe to Compass Capital on Youtube!
Clients can find a wide range of video content designed to support and educate. This includes exploring our service areas, trusted advice from your certified financial planner, get to know your CCM team and more. Whether you’re a new client or have trusted CCM for years, our videos provide valuable resources to enhance your experience.









