Our net worth tracker makes it easy to see your entire net worth—equity, 401k, crypto, real estate, and more—in one place Get started: compoundplanning.com

The S&P 500 usually thrives during the Santa rally, but this year's 0.53% drop raises questions Our CIO, Steve Dean, notes after 2 strong years stocks look pricey, if the "Magnificent 7" stumble, market risks could grow Insight via Phil Rosen in Inc.: inc.com/phil-rosen/sto…

Right now, the wealth management industry is leaving advisors behind. That’s why we’re building compound: a platform that makes advisors’ work easier, and redefines advisor-client relationships in the process. In our Town Hall, my co-founder Christian Haigh and I, joined by

We were thrilled to welcome 30 talented advisors in 2024 — a 3x increase from 2023. Yeah, that’s triple the advisors. We're also kicking off 2025 by celebrating the incredible talent that joined our team at the end of 2024 and the exciting growth ahead as we continue to support

A foreseeable “soft landing”. The 2nd consecutive year of high earnings for the S&P 500. Positive consumer sentiment. 2025 could be looking at a strong economic year, if the 2024 EOY conditions have anything to say about it. Of course, there are risks.

Next Wednesday: Cache is joining us for a Compound Conversation about how to diversify if too much of your wealth is in one or two stocks We’ll walk you through all of the options and each of their implications RSVP here: compoundplanning.com/events/everyth…

Tomorrow: We're chatting with Srikanth Narayan from Cache about how to diversify if too much of your wealth is in one or two stocks. RSVP now: compoundplanning.com/events/everyth…

Worn out by tax season? We’re thrilled to share that we’ve expanded our tax filing service — now fully integrated into client dashboards. Traditionally, firms treat tax time like a separate animal — not part of the broader financial planning picture. We’re bringing it all

The popularity of private credit investments has thrown a variable into their growth equation, argues Steve Dean of compound. Here's what advisors should know. #privatecredit #investmentstrategies #privatelending bit.ly/41bnuXs

Is your wealth diversified? Or do you keep a huge slice of it in one or two stocks? It doesn’t matter if your concentrated position comes from: → Equity compensation → Inheritance → Long-term investments The thing about concentrated positions is that they can build wealth,

It’s a big day — we’ve passed $3 billion in AUM, and we brought seven outstanding financial advisors on board. Four of our new team members, an advisory group that previously managed $1.2B, also opened Compound’s new office in Des Moines. Meet the Des Moines team, each with

Want to learn more about 1031 exchanges and how they might benefit you? Join us to dive into everything you need to know about 1031 Exchanges: rules, regulations, benefits, and more. 🗓️ Date: March 19, 2025 🕚 Time: 11am PT / 2pm ET compoundplanning.com/events/everyth…

Last week, Eric Flynn took the stage at the Barron's Advisor Independent Summit to talk about “The Generational Shift: Navigating the Next Wave of Clients & Talent" He shared insights on (1) how client expectations are evolving, (2) what advisors need to stay ahead, and (3) how

Are your eyes glued to the stocks app? Do you maybe track dips and rises a little too closely? It’s important to pay attention — but you don’t want to make emotional choices on daylong changes. Our goal is to help you focus on the big picture. Track your progress based on