ABOUT COMPASS
Year the firm was founded:
What is 2009?
Type of bank account that has a fixed rate of interest over a fixed period of time.
What is a Certificate of Deposit?
Number of years married:
What is 26?
Popular financial index that represents a cross section of the U.S. Economy.
What is the S&P 500?
A certified professional that prepares and files taxes.
What is a Certified Public Accountant (CPA)?
Term used to describe a financial professional encompassing all aspects Financial, Estate Planning and Investment Management.
What is a Wealth Manager?
The consumer report that affects one’s ability to borrow.
What is a credit report?
Number of years in the investment management industry?
What is 38?
Popular strategy that reduces risk:
What is Diversification?
The professional counselor that drafts "End of life" plans.
What is an Estate Planning Attorney?
Person placed in a position of trust related to money.
What is a Fiduciary?
Type of investment account used for college funding:
What is a 529 Plan?
Favorite sport to play?
What is golf?
An index that measures volatility risk.
What is the VIX?
A Lottery winner, beneficiary, claimant of a personal injury or wrongful death lawsuit.
What is Sudden Wealth?
Consecutive number of years noted as a “Five Star Wealth Manager” in Hudson Valley Magazine.
What is 14 years?
The best kind of debt
What is NO DEBT
Favorite wine?
What is Bordeaux?
Investment strategy that offsets Capital Gains & Losses:
What is "Tax Loss Harvesting"?
Two or more persons owning a business together
What is a Partnership?
Average account size of the firm
What is $500,000?
The most powerful principle in long-term investing:
What is compounding?
Position held prior to founding Compass Asset Management Group?
What is Executive Director, Global Wealth & Investment Management?
Investment that is commonly used as hedge or to add alpha to a portfolio.
What is an Option Contract?
A Highly Compensated Medical Professional
What is a Physician or Medical Executive?