📣 $4B+ in AUM. Here’s how @Compound keeps compounding. When we merged Compound and Alternativ Wealth in September 2023, we managed about $1B in client assets. Less than two years later, we’ve grown 269% — adding nearly $3B more. So far this year, we’ve: ��� Welcomed 640 new

If you make private investments in startups, PE funds, or hedge funds, then you'll probably be getting a Schedule K-1 this year K-1s are some of the more complicated forms for reporting income We wrote this thread to help you avoid common K-1 mistakes 🧵

Want to learn about 529 plans? They're a great, tax-advantaged way to save money for your children’s education (or another beneficiary’s). Here's how 529 plans work: https://t.co/umyWjjD9Zd

New Manual just dropped. If you're a Figma employee or have ISO, this a must read: https://t.co/n2S3vzU0kr

We've spent close to 500 hours writing essays about equity compensation. "When should I exercise?" "What happens if my company valuation goes down?" "What are the tax implications of selling my equity?" 7 essays that answer your questions:

Stephen Dean, CFA is back with his State of the Market update for November 2025: Priced for Perfection He dives deep into October’s market dynamics and the key risks he’s watching heading into year-end and 2026 Read it here: https://t.co/pGHrFGCpxJ

And if you’d like to go deeper, join Steve and Tara Shulman next week for our latest Compound Conversation, where they’ll explore the outlook in detail and answer live questions. 🎙️ Register for the webinar:

Q4 State of the Market: How low will rates go? In his latest commentary, Stephen Dean, CFA unpacks where interest rates may head next — and what that means for markets and investors as we close out 2025. 👉 Read the full commentary: https://t.co/nQTLmeiJdz

Two @Compound advisors — Nicholas Garcia (SF) & Tara Shulman (NYC) — were named to the 2025 Forbes Top Next-Gen Wealth Advisors Best-In-State list Congrats to both! Well deserved recognition for the work they do with founders, early employees & execs https://t.co/jQMSuVj03t

Even in uncertain times, there are still reasons for confidence You can read Steve's full commentary here 👇 https://t.co/B5TIpYLeEJ

He breaks down down what’s changed and what to watch next: 📊 How inflation and jobs data are shaping Fed decisions 📉 Why headline GDP isn’t telling the full story 🔎 The signals that matter amid ongoing policy volatility

But as Stephen Dean, CFA puts it in his latest State of the Market update, a resurgence in trade policy drama and weaker employment data reminds us that for markets, “the only certainty is uncertainty”

Last month delivered a wave of optimism: ✅ Strong earnings, led by AI and tech ✅ A rebound in IPO activity ✅ Progress on trade and fiscal policy

Markets surged in July — but the outlook remains anything but simple

🔔 Figma’s going public Join us today at 4pm ET / 1pm PT to learn everything you need to know ahead of the IPO: https://t.co/EiwibhMGpn This is a can’t-miss Compound Conversation for current and former Figma employees — or anyone with an IPO on the horizon

We’re so proud to be recognized by Financial Advisor Magazine as one of America's Top RIAs, and ranked #5 on their list of 50 Fastest Growing RIAs for 2025. It’s the second year in a row we’ve been featured on both lists. For the past two years, we’ve seen serious momentum: In

Figma IPO incoming Join our next Compound Conversation to learn everything you need to know about Figma going public https://t.co/VpizFE17Za

New Manual just dropped: The Complete Guide to Navigating Secondary Tender Offers: A Step-by-Step Decision Framework https://t.co/8E802DmRa3

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

50+ advisors and counting — meet our 8 newest advisors, including a $120M+ team See who joined 👇 https://t.co/xKOhcq8P6S