50+ advisors and counting — meet our 8 newest advisors, including a $120M+ team . See who joined 👇.

The One Big Beautiful Bill Act was signed into law on July 4, 2025. For founders, early employees, business owners, and high-net-worth families, this new law brings a mix of permanent tax relief, temporary planning windows, and unexpected curveballs. ⏪ Some changes are.

RT @Compound: If legislative action is not taken, most provisions of the Tax Cuts and Jobs Act (TCJA) will expire at the end of 2025. We….

Are your eyes glued to the stocks app?. Do you maybe track dips and rises a little too closely?. It’s important to pay attention — but you don’t want to make emotional choices on daylong changes. Our goal is to help you focus on the big picture. Track your progress based on

Last week, Eric Flynn took the stage at the @barronsadvisor Independent Summit to talk about “The Generational Shift: Navigating the Next Wave of Clients & Talent". He shared insights on (1) how client expectations are evolving, (2) what advisors need to stay ahead, and (3) how

Want to learn more about 1031 exchanges and how they might benefit you?. Join us to dive into everything you need to know about 1031 Exchanges: rules, regulations, benefits, and more. 🗓️ Date: March 19, 2025 .🕚 Time: 11am PT / 2pm ET.

It’s a big day — we’ve passed $3 billion in AUM, and we brought seven outstanding financial advisors on board. Four of our new team members, an advisory group that previously managed $1.2B, also opened Compound’s new office in Des Moines. Meet the Des Moines team, each with

Is your wealth diversified? Or do you keep a huge slice of it in one or two stocks?. It doesn’t matter if your concentrated position comes from:.→ Equity compensation.→ Inheritance.→ Long-term investments. The thing about concentrated positions is that they can build wealth,.

RT @finplan: The popularity of private credit investments has thrown a variable into their growth equation, argues Steve Dean of @Compound.….

Worn out by tax season? We’re thrilled to share that we’ve expanded our tax filing service — now fully integrated into client dashboards. Traditionally, firms treat tax time like a separate animal — not part of the broader financial planning picture. We’re bringing it all

Tomorrow: We're chatting with @srikanthatcache from @usecache about how to diversify if too much of your wealth is in one or two stocks. RSVP now:.

Next Wednesday: @usecache is joining us for a Compound Conversation about how to diversify if too much of your wealth is in one or two stocks . We’ll walk you through all of the options and each of their implications . RSVP here:

@christian_haigh @barronsadvisor Read the full interview to learn more about:. 1️⃣ How AI will transform client data management.2️⃣ Our proprietary personal finance dashboard.3️⃣ What we have planned for 2025 and beyond.

@christian_haigh @barronsadvisor We're not only focused on delivering an amazing client experience—we want it to look amazing too . We're meticulous about every detail, constantly asking ourselves: . "How does this look?" and "Is this best possible version we can make?".

@christian_haigh @barronsadvisor A platform that seamlessly integrates technology — including AI and the tools advisors and their clients need — to provide high-net-worth clients with a comprehensive wealth management experience.

@christian_haigh @barronsadvisor He shared our plans to reimagine wealth management for the next generation of advisors and clients — a “digital family office”. What does that mean?.

"Tomorrow we should be a better firm than we are today.". That’s what our CEO and co-founder @christian_haigh told @barronsadvisor . And that's what drives us everyday

A foreseeable “soft landing”. The 2nd consecutive year of high earnings for the S&P 500. Positive consumer sentiment. 2025 could be looking at a strong economic year, if the 2024 EOY conditions have anything to say about it. Of course, there are risks.

We were thrilled to welcome 30 talented advisors in 2024 — a 3x increase from 2023. Yeah, that’s triple the advisors. We're also kicking off 2025 by celebrating the incredible talent that joined our team at the end of 2024 and the exciting growth ahead as we continue to support

RT @afarmanf: Right now, the wealth management industry is leaving advisors behind. That’s why we’re building @Compound: a platform that m….