The Compound Effect
The Compound Effect is Compound Advisory's editorial newsletter on retirement income, taxes, markets, health, behavior, and wealth decisions. Free. No sales emails.
Every edition is written by the advisory team, focused on one decision a high-net-worth household is making this quarter. We do not sell products, we do not run sponsored placements, and we do not pad the issue with affiliate links. If you are looking for a quiet, well-researched note in your inbox a few times a month, this is it.
Editions land roughly twice a month. Topics rotate through the planning calendar — Roth conversion windows in early fall, year-end tax planning in November, IRA contribution and HSA decisions in spring, market and portfolio behavior whenever the cycle calls for it. The cadence is irregular by design. We send when we have something to say, not when the calendar says to send.
A retirement plan does not work if your health does not last. Here is why the 'healthy' packaged food aisle is mostly marketing, and why the outside edges of the grocery store are still the cleanest way to eat.
The hardest part of investing is not picking the right fund. It is staying in your seat when the headlines tell you to run. Here is what 40 years of data say about the cost of stepping out.
Compound interest is the most powerful force in money, but only if you never interrupt it. Here is the framework we use to protect decades of compounding for our clients and their families.