Compass Financial Advisors, LLC

Compass Financial Advisors, LLC

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11/20/2025

Recently i saw a post that the stock market sucks on a retirement page. As an investment advisor it all depends on how you are positioned as you enter retirement.

All I can say is that I have worked with many who are approaching retirement who have portfolios who are way to risky.

This is the time to throttle down on risk and to create a consistent stream of income and not for speculation. For my clients I do not push commission based product or private placements.

The time to de-risk is 3 - 5 years or more prior to retirement and invest in treasuries, preferred stocks, and common stocks with regular predicable dividend distributions. Most of our clients have been with us for 10 + years.

Again not a solicitation just some free advice. I wish all a comfortable retirement.

02/03/2025

All that everyone is talking about are tariffs.

The one for Mexico was put in place over the weekend and today the Mexican govt agreed to assist with 10,000 troops at the border to prevent illegal crossings and fentanyl being trafficked. Next thing you know they put a 30 day hold on the tariff.

The market at 4:00 am today was down 6-700 points on the dow...now buyers are stepping in. Those who sold at the open are probably feeling some regret.

Invest in quality and hold for the long term. When the fear mongering gets to be to much just turn off the news.

Enjoy your week.

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19380

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