Compass Financial Services

06/24/2026

Get weekly stock market updates from LPL Research strategists while staying up-to-date on the latest financial market trends.

Check out this week's market update now: www.compassiowa.com/weekly-market-commentary

06/21/2026

Happy Father’s Day to all the dads, father‑figures, and mentors who show up with guidance, patience, and care in big and small ways. Your support helps shape stronger families and stronger futures.

Whether today is spent celebrating, remembering, or simply being together, we hope it brings a moment of appreciation for everything you do.

Wishing all the dads out there a meaningful and restful Father’s Day!

06/20/2026

📸 Where’s your Compass koozie hanging out?

We love seeing our koozies out in the wild—whether it’s at the lake, a backyard BBQ, or your favorite vacation spot!

✅ Snap a pic, share it in the comments, or tag us in your post. Let’s see how far these koozies can travel! 🌍

👉 Got one already? Show us your best shot!

06/19/2026

Our offices and financial markets are closed today in observance of Juneteenth. Enjoy the long weekend!

06/16/2026

There is simple math behind figuring out how to juggle multiple important goals.

Check out this article from The Wall Street Journal to learn more.

There is simple math behind figuring out how to juggle multiple important goals

06/11/2026

For many people, wealth planning begins with an assumption: someone is handling it. Maybe that person is a spouse, a long-time partner, or the one who has always been “good with money.” As long as things are calm, that arrangement can feel comfortable, even efficient.

06/08/2026

Life rarely goes exactly according to plan, and your financial plan should be able to adjust along the way.

In Caleb’s latest blog, he shares a few lessons from spring turkey hunting and how they connect to financial planning, including patience, preparation, and knowing when to pivot.

Read the full blog here: https://www.compassiowa.com/blog/what-spring-turkeys-taught-me-about-financial-planning

I spent some time recently in the woods hunting spring turkey at my parents’ place here in Iowa. There is something about the silence of a spring morning in the woods—just before the sun breaks the horizon—that really makes you think....

06/04/2026

Your first job isn't about the job. It's about what you notice, what surprises you, and what you're brave enough to say yes to.

Check out this article from Forbes to learn more.

Your first job isn't about the job. It's about what you notice, what surprises you, and what you're brave enough to say yes to.