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THE DISABILITY INSURANCE GAP: Disability insurance is one of the biggest risk areas we see with new families.

Most group plans cover a percentage of base salary, and that’s it. Many of these families don’t realize that so much of the compensation they’re used to living with (bonuses, stock, incentive pay) is rarely reflected in their coverage.

WHAT THE IRS KNOWS ABOUT YOU THAT WE SHOULD TOO: Your tax return is a treasure trove of practical and helpful information. When you share it with us, we see the full picture: how your income is structured, where opportunities may be hiding, and where you might be giving more to the IRS than necessary. We can spot opportunities, avoid costly surprises, and make sure every piece of your financial plan is working together. It’s one of the simplest things you can share with us, and one of the most impactful. We will be in touch for a secure way for you to upload it.

 

WHERE ARE MARKETS HEADED?: “History never repeats itself, but it does often rhyme.” —Mark Twain

WHO WINS IN PREDICTION MARKETS?: A recent Wall Street Journal investigation found that just 0.1% of Polymarket accounts, fewer than 2,000 users, captured 67% of all profits.

The winners? Mostly professionals with data, resources, and time on their side. We’d encourage you to initiate a conversation with your kids and grandkids—highlight financial realities. In the words of investor Charlie Munger, “The desire to get rich fast is pretty dangerous.”

 

PRO FRIEND TIP: When someone you care about starts a business, support it like you want it to succeed. Bring people in, pay full price, and leave a great review. Real support shows up, spreads the word, and helps build momentum.

 

THE GRANNY GROMMETS: What a beautiful story of friendship: watch here.

 

 

 

 

 

 

 

*The views expressed represent the opinions of Compass Ion Advisors, LLC, as of the date noted and are subject to change. These views are not intended as a forecast, a guarantee of future results, an investment recommendation, or an offer to buy or sell any securities. The information provided is of a general nature and should not be construed as investment advice or to provide any investment, tax, financial, or legal advice or service to any person. The information contained has been compiled from sources deemed reliable, yet accuracy is not guaranteed.

Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Adviser Public Disclosure website herePast performance is not a guarantee of future results.