Volatility Reminder | Aging in Place | Assisted Living Facilities

Market News

Volatility Remains a Reality: 2020 took investors for a wild ride. It is helpful to remember the reality of volatility and what it can look like even in a good year. Consider the below chart, which presents basic data of the S&P500 since 2008. There was only one year (2017) wherein the S&P did not…

January 25, 2021

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Unemployment Up | Widening US Budget Deficit | Rising Mortgage Rates

Market News

Jobless Claims at 6-Month Low:  Workers filing for jobless benefits jumped by 181,000 last week, placing unemployment back to August-2020 figures. Paired with this struggle is the record levels of Covid-19 infection rates.  A view of the current environment compared to recent recessions: Widening of US Budget Deficit: The federal government recorded a budget deficit…

January 18, 2021

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Happy 2021| Income Tax Battle & an Urban Migration

Market News

Disruptive Tech Webinar: In case you missed it, you can watch our most recent webinar on the latest disruptive tech with ARK Investment Management where we explore the investment opportunities associated with disruptive technology and innovations such as digital wallets, streaming media, and biotech R&D efficiency. Click here to watch. End of Year Dip: As…

January 4, 2021

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Joy in Giving | Fiscal Help and Real Economy

Market News

The Contagious Joy of Generosity: This special time of year gives our entire firm the exciting opportunity impact across dozens of non-profit organizations around the world. This opportunity is an outgrowth from what seemed like a rather insignificant decision by our partners at our founding: to gift a meaningful percentage of our net income as…

December 21, 2020

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Vaccine Panel Approval| BREXIT Deadlines | Recovery Tracker Update

Market News

Pfizer Vaccine Receives Key FDA Panel Approval in US: A federal advisory panel on Thursday recommended the emergency use of Pfizer’s COVID-19 vaccine. The Food and Drug Administration is expected to approve the drug, kicking off a massive nationwide operation to get nearly three million doses of the vaccine to hospitals and drug stores across the…

December 14, 2020

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INVITE to Webinar | 2020 Contributions | Vaccine Cards & Laughs from Down Under

Market News

INVITE: Join us for our Disruptive Innovations Webinar: Compass Ion Advisors invites you to join a special research presentation hosted by ARK Investment Management (“ARK Invest”). No registration is required and you are welcome to invite others. Join us for this educational series that explores the investment opportunities associated with disruptive innovations such as streaming…

December 7, 2020

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Gratitude Overflowing | Road to Recovery

Market News

Generosity: As a firm, Compass Ion Advisors seeks to model the core values we see in our clients every day, with a sincere emphasis on giving. This year especially, we have redoubled our efforts to support charitable organizations across the region. Tomorrow is Giving Tuesday, a tradition that only began in 2012 by a non-profit…

November 30, 2020

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2020 Year-End Checklist

Market News

With the year’s end drawing close, we at Compass Ion Advisors thought we’d share some succinct advice that we have been noting to many of our clients—and just in time for Thanksgiving! (You may even find some helpful talking points for that family chat around Thanksgiving dinner.) Rather than a newsletter, we put together a…

November 23, 2020

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COVID Surge | Savings for Medicare Part B | Adjusted RMDs

Market News

This COVID Surge Is America’s Longest—and It’s Getting Longer–from Bloomberg: The American pandemic’s most sustained increase in COVID-19 infections appears poised to get even longer, a worrisome indicator for overworked doctors and nurses. The nationwide uptick in cases that became noticeable around mid-September is now in its ninth week, counting from the previous low point…

November 16, 2020

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Values in Common | COVID-19 and Top Golf

Market News

Stocks Up: U.S. markets appear to like the continuation of a balance of power across the executive and legislative branches. Also, perhaps lost in the headlines on Friday, was a very positive jobs report of 638,000 new jobs—well ahead of consensus estimates of 580,000 additions. This news, plus upward revisions to September’s number, lowered the…

November 9, 2020

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