The Compass Group

Financial Direction for Your Future

 

 

 

 

 

 

 

 

 

 

 

Michael Krein offers securities and investment advisory services through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor.  The Compass Group is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor. Michael Krein holds registrations to sell securities in the following states: AZ, CA, CO, FL, ID, IL, KS, MI, MN, MO, NE, NV, NC, ND, SD, and WI.

Joseph Biancardi and John Perry offer securities through SagePoint Financial, Inc., member FINRA/SIPC and hold registrations to sell securities in the following states: CA, CO, KS, MN, MO, NE, NY, NC, SD, TX, WI. 
Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

More Calculators →

Newsletters

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.

HOT TOPIC: Social Security and Medicare in Crosshairs

An entitlement crisis has been looming on the horizon for several years. Unfortunately, according to the latest reports from the trustees of the Social Security and Medicare trust funds, a spike in unemployment has helped to hasten the arrival of these programs’ insolvency.

More Newsletters →