Compass Asset Management Group

03/30/2026

Wall Street Reacts to Middle East Conflict – Weekly Update

Stocks ended a challenging week lower as investors’ attention shifted from updates on ceasefire talks to concerns about the economic impact of a protracted conflict. The Standard & Poor’s 500 Index lost 2.12 percent, while the Nasdaq Composite Index fell 3.23 percent. The Dow Jones Industrial Av...

03/26/2026

Short Term Rental Tax Benefit Example

How a Physician Can Use a Short-Term Rental to Save Thousands in Taxes A 42-year-old anesthesiologist we’ll call Dr Patel, was earning $450,000 a year working full-time at a large hospital system. Like many physicians, she was frustrated by their growing tax bill and looking for smarter ways to bu...

03/24/2026

Markets Dizzied by Rapid Reports – Weekly Update

Another volatile week unfolded as rapid developments in the Middle East and public comments from leaders on the conflict see-sawed markets, leaving investors struggling to keep up with updates. The Standard & Poor’s 500 Index lost 1.89 percent, while the Nasdaq Composite Index fell 2.07 percent. T...

03/09/2026

Markets Weather New Middle East Conflict – Weekly Update

Stocks fell last week as investors assessed the implications of a fresh Middle East conflict while digesting mixed reports on the jobs market. The Standard & Poor’s 500 Index fell 2.02 percent, while the Nasdaq Composite Index slid 1.24 percent. The Dow Jones Industrial Average declined 3.05 perce...

03/02/2026

AI Report, Inflation Provoke Rocky Week – Weekly Update

Stocks fell last week amid concerns about artificial intelligence (AI) and a warmer-than-expected reading of wholesale inflation. The Standard & Poor’s 500 Index fell 0.44 percent, while the Nasdaq Composite Index declined 0.95 percent. The Dow Jones Industrial Average dropped 1.27 percent. The MS...

02/24/2026

Supreme Court Rules Against White House Tariffs – Weekly Update

Stocks ended a choppy four-session run in the green, with tech-led momentum earlier in the week prevailing over news of a slowing economy, sticky inflation, and geopolitical tensions. The Standard & Poor’s 500 Index advanced 1.07 percent, while the Nasdaq Composite Index rallied 1.51 percent. The ...

02/17/2026

Stocks fell last week as investors reacted to mixed economic data and concerns over signs of broadening AI disruption of business models. The Standard & Poor’s 500 Index fell 1.39 percent, while the Nasdaq Composite Index declined 2.10 percent. The Dow Jones Industrial Average slid 1.23 percent. T...

02/02/2026

Kevin Warsh Nominated to Fed Chair – Weekly Update

Stocks were mixed last week as investors navigated Q4 corporate results, a widely expected Fed decision, and a handful of economic reports. The Standard & Poor’s 500 Index rose 0.34 percent, while the Nasdaq Composite Index edged down 0.17 percent. The Dow Jones Industrial Average declined 0.42 pe...

01/26/2026

Markets Await Q4 Reports- Weekly Update

Markets ended a short but eventful week slightly lower amid geopolitical tensions and fresh tariff threats. However, constructive economic news appeared to buoy spirits as the week progressed. The Standard & Poor’s 500 Index fell 0.35 percent, while the Nasdaq Composite Index was flat (-0.06 perce...

01/13/2026

Santa Brings Joy for the DJIA – Weekly Update

Stocks posted solid gains in an action-packed week of market-moving economic data, geopolitical news, and bullish new year sentiment. The Standard & Poor’s 500 Index gained 1.57 percent, while the Nasdaq Composite Index added 1.88 percent. The Dow Jones Industrial Average rose 2.32 percent. The MS...

01/05/2026

Stocks trended lower last week amid signs of year-end profit-taking and some sour investor sentiment over the Fed meeting minutes. The Standard & Poor’s 500 Index fell 1.03 percent, while the Nasdaq Composite Index lost 1.52 percent. The Dow Jones Industrial Average slid 0.67 percent. The MSCI EAF...