Compass Asset Management Group
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Financial Planning & Investment Management Group
03/24/2026
Markets Dizzied by Rapid Reports – Weekly Update
Markets Dizzied by Rapid Reports - Weekly Update - Compass Asset Management Group 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
Markets Weather New Middle East Conflict - Weekly Update - Compass Asset Management Group 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...
02/24/2026
Supreme Court Rules Against White House Tariffs – Weekly Update
Supreme Court Rules Against White House Tariffs - Weekly Update - Compass Asset Management Group 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 ...
01/05/2026
- Compass Asset Management Group 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...
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Our Story
Private Wealth Management firm delivering an outstanding level of client service, knowledgeable advice, financial & estate planning solutions and extraordinary investment management results to discerning clients.
Ranked a "Top Wealth Manager" by Hudson Valley Magazine 2013-2019 and a “New York Financial Leader” by Forbes Magazine 2015
With more than 50 years of collective investing experience, we've successfully helped thousands of clients obtain their personal goal of financial security and enjoyable lives.
Our focus is on living a healthier, wealthier lifestyle. We strategize with our clients through thoughtful financial planning, practice a disciplined approach to investment management and help our clients to live active, adventure filled lives with loved ones.
To support that theme, we deliver a weekly newsletter that compliments that lifestyle with non-investment related topics of interest; i.e. simple & healthy recipes, wine notes, healthy lifestyle ideas, green/sustainability & golf tips.
Members of Compass Asset Management Group, LLC are investment advisor representatives of Spire Wealth Management, LLC. Spire Wealth Management, LLC is a Federally Registered Investment Advisory Firm. Securities offered through an affiliated company, Spire Securities, LLC. Member FINRA/SIPC
For a consultation call 845.563.0537 or [email protected]
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Website
Address
100 Stony Brook Court
Newburgh, NY
12550
Opening Hours
| Monday | 8:30am - 4:30pm |
| Tuesday | 8:30am - 4:30pm |
| Wednesday | 8:30am - 4:30pm |
| Thursday | 8:30am - 4:30pm |
| Friday | 8:30am - 4:30pm |
