Compass Financial Services

07/22/2026

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

07/20/2026

Stocks rebounded sharply during the second quarter, but the broader picture is more complicated.

Higher interest rates, persistent inflation, enthusiasm around AI, and increasingly confident investor behavior are all sending different signals. In his latest market commentary, Steve Conard, CFP®, looks at both sides of the current market story and what may be worth watching next.

Read the full commentary: https://www.compassiowa.com/blog/q2-2026-market-commentary

07/16/2026

Scam texts are becoming more sophisticated. Learn how to spot the warning signs, avoid common schemes, and protect yourself from text message fraud.

Check out this article from Forbes to learn more.

Scam texts are becoming more sophisticated. Learn how to spot the warning signs, avoid common schemes, and protect yourself from text message fraud.

07/13/2026

Retirement planning often starts with one big question:

“Do I have enough?”

That question matters, but it is not the only one. It can also help to talk through income, expenses, taxes, healthcare, travel, family priorities, and what you want daily life to look like in retirement.

A retirement plan should help connect the numbers to the life behind them.

If retirement questions have been on your mind, we’re here to help you talk them through.

https://www.compassiowa.com/connect

For 22 years, our financial planners and investment management professionals have helped clients' dollars match their dreams.

07/07/2026

Our Turns in the Road presentation is this Thursday, July 9.

If market headlines have felt hard to sort through lately, this conversation may be a helpful place to start.

We’ll talk through market shifts, inflation, interest rates, and the importance of keeping a long-term perspective.

🗓️ 12:00 PM CST
📍 Compass Financial Services, 4801 Westown Parkway
RSVP here: https://www.compassiowa.com/events/market-economic-update-first-trust-in-person-event

07/05/2026

Please join us in celebrating Steve Conard’s workiversary! 🎉

Steve, thank you for the care, commitment, and steady presence you bring to the Compass team. We’re grateful for all you do and glad to celebrate you today.

07/04/2026

Happy Fourth of July from all of us at Compass! 🇺🇸

We hope your day is filled with good food, time with people you love, and a moment to enjoy the holiday.

Have a safe and happy Independence Day!

07/02/2026

Markets can feel noisy right now.

Inflation, interest rates, market shifts, and headlines can bring up a lot of questions. This is why we’re hosting Turns in the Road: Navigating Through Transitions on Thursday, July 9.

Join us at 12:00 PM CST at Compass Financial Services, 4801 Westown Parkway.

📍 RSVP here: https://www.compassiowa.com/events/market-economic-update-first-trust-in-person-event