Rob Stella, CFP®

CFP® turned Head of Marketing at @Compound // I live at the intersection of wealth management, technology, and marketing.

[Rob Stella, CFP® @Robbie_Stella]

I rallied our advisory team to share insights most people only get in closed-door meetings — and we’re putting it all in a bi-weekly newsletter

Compound Interests is the newsletter I wish I had when I was first figuring this stuff out

We’re talking:

✅ QSBS and equity comp
✅ Buying and selling businesses
✅ Negotiating job offers

The stuff that usually gets left out of the group chat

Subscribe here: https://t.co/ETOO0FC83S

[Rob Stella, CFP® @Robbie_Stella]

I rallied our advisory team to share insights most people only get in closed-door meetings — and we’re putting it all in a bi-weekly newsletter

Compound Interests is the newsletter I wish I had when I was first figuring this stuff out

We’re talking:

✅ QSBS and equity comp
✅ Buying and selling businesses
✅ Negotiating job offers

The stuff that usually gets left out of the group chat

Subscribe here: https://t.co/ETOO0FC83S

[compound @Compound]

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 objectives like:

→ Retiring at a specific age and income
→ Funding your children's education
→ Building wealth for multiple generations
→ Alleviating the tax and administrative burden for heirs

Don’t ask: “How did my portfolio perform this week?"

Instead, ask yourself: "Am I on track to meet my financial goals?"

That’s something we’re always thinking about — and discuss in the 1st edition of our new newsletter, Compound Interests.

Subscribe here 👇
https://t.co/rMWDcFuKB6

[compound @Compound]

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: https://t.co/7pvShM8zF2

[Rob Stella, CFP® @Robbie_Stella]

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: https://t.co/EfYs1h1d4h

[compound @Compound]

"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

[Alex Farman-Farmaian @afarmanf]

@Compound’s been making massive strides lately, which has me in reflection mode. A lot’s changed since I cofounded the company in 2022 with @christian_haigh. Even more has changed since my days at @cartainc.

Even just two years ago, the industry dealt with:
→ Manual data management in spreadsheets
→ Multiple isolated platforms for financial planning, taxes, and more
→ Impersonal, general financial advice

In my time at Carta — including when it was eShares! — we transformed cap tables as the world knew them into an entire customer platform.

In my time at Compound, we’ve seen even more industry advancements.

Today, we have:

→ A client dashboard that provides a holistic view of their entire balance sheet
→ A single platform that brings financial planning, taxes, and more together
→ Advisor access to deeper insights for clients

Compound even integrates with Carta — talk about a full-circle moment.

I’m glad our industry isn’t stuck in the paper-driven, segmented-information past. And I’m proud of the work we’re doing at Compound, driving the shift toward an integrated information hub.

It���s a shift I can see across our industry, and one that will improve workflow, operational support, and communication for advisors, who bring that smarter info and time saved to their clients.

[Christian Haigh @christian_haigh]

Not all wealth management is built the same. That’s why we started @Compound.

In the past: Advisors could work hard for years, and build up firms without any personal benefit. Most firms are owned by mega RIAs, private equity, and founding partners. It doesn’t leave much possibility for individual advisors to build equity or acquire any firm ownership.

Now: Compound advisors can be part of the firm’s economics, with a stake in its ongoing success.

We’re revolutionizing wealth management, bringing actionable insights in front of advisors so they can give their clients the best advice possible — advice that’s personalized, thoughtful, and that considers multiple financial datasets.

They can show they’re invested in the client’s unique goals.

They can provide insight and care that’s often lacking in wealth management.

That’s one kind of win. As stakeholders too, our advisors win twice.

They’re driving success, and they deserve a piece of those winnings. After all, advisors helped build Compound; we want to help them too.

At our Town Hall tomorrow (Jan. 23), I’ll talk about what’s next for Compound, reflections from 2024, and what advisors need to know: https://t.co/AdpUu9RYyr

[Alex Farman-Farmaian @afarmanf]

Right now, the wealth management industry is leaving advisors behind.

That’s why we’re building @Compound: a platform that makes advisors’ work easier, and redefines advisor-client relationships in the process.

In our Town Hall, my co-founder @christian_haigh and I, joined by Tim Hamilton, will share more about where we’ve been and where we’re headed. Specifically, how we set out to:

→ Overhaul old, paper-based systems
→ Build a single source of truth for tracking personal finances and your entire net worth
→ Give power to advisors

Those are the stepping stones to reimagining the entire industry. And we want advisors to be a part of that change. That’s why we don’t just help our advisors give personalized, impactful advice. We also give them a direct stake in our collective success.

Compound is built for them, and we couldn’t grow without them.

This is just the start.

Tune in tomorrow (Jan. 23), where we’ll talk about all of the above, plus some big news we’re excited to share, and an AMA session with me and Christian: https://t.co/0tyBCDS05W

[compound @Compound]

The S&P 500 usually thrives during the Santa rally, but this year's 0.53% drop raises questions

Our CIO, Steve Dean, notes after 2 strong years stocks look pricey, if the "Magnificent 7" stumble, market risks could grow

Insight via @PhilRosenn in @Inc: https://t.co/teD0dkiUEP

[compound @Compound]

2024 wraps up another strong year for equity markets, with solid growth holding its ground against inflation pressures.

What’s driving the momentum, and what’s next?

Let’s dive in. 👇

[compound @Compound]

When evaluating a job change, many people only consider:

--Salary
--Bonus
--Equity

What about:

--Stress level?
--Culture?
--Meritocracy?
--Office/remote/hybrid?
--Work-life balance?
--Leadership?
--Autonomy?
--PTO/Fringe Benefits?

[compound @Compound]

Raise your hand if you made a New Year’s resolution about your finances! 🙋‍♂️🙋‍♀️

Stay on top of your 2025 goals by tracking your entire balance sheet in one place with @Compound—equity, 401k, crypto, real estate, and more.

💡 Track your net worth at https://t.co/92aZm8jnoP

[compound @Compound]

Pro tip: Identify opportunities for account consolidation and/or simplification in your financial life with banks and custodians

Too often we open accounts for different reasons and lose track

This makes it difficult to maintain clarity around balances & investment strategy

[compound @Compound]

Ways you can be smart about every day tax optimization:

--Maxing out pre-tax 401ks / IRAs
--Utilizing tax-efficient investments / tax loss harvesting
--Taking advantage of HSA / FSA
--Taking all applicable tax credits
--Contributing to a 529 Plan (with possible state tax deduction)

[compound @Compound]

Throughout 2024, we expanded our services, enhanced our educational resources, and strengthened our team to better serve you

In case you missed it, here are our most impactful initiatives of 2024:

[compound @Compound]

It’s the end of the year, and you might be thinking about giving to charity

While you could donate directly, you might not know about a structure that is more:

- Consistent for charities
- Tax-efficient for you

Here’s what you should know about donor-advised funds (DAF):

[Alex Farman-Farmaian @afarmanf]

I'm often asked: "Why is @Compound the home for G2 advisors?"

My answer:

→ We empower G2 advisors to set their own path while still having the backing of a full-service, innovative firm

→ We're built for generational wealth management, working with G1 clients now and preparing for future generations to take over

We give advisors today what they'll need to serve clients tomorrow

Is your firm holding you back from leading the next generation?

You may need a new home.

[Christian Haigh @christian_haigh]

Finding clients, growing the business, generating millions in revenues.

And yet, what do G2 advisors get for the decades of hard work?

[compound @Compound]

Join our final Compound Conversation of 2024 featuring Steve Dean, CFA®, Chief Investment Officer, and Tara Shulman, Principal Wealth Advisor at Compound Planning.

https://t.co/WHjdUSmG0s

[compound @Compound]

Stephen Dean, CFA is back with his monthly State of the Market commentary, covering recent market events and why they matter.

Stocks rose after the election on November 5, as investors welcomed both putting the election behind them and expectations of potentially higher economic growth.

After the initial rally, investors turned their focus back to the usual suspects: the pace of economic activity, progress on inflation, and the speed and magnitude of the Fed's rate-cutting path.

November at a glance:

→ Third-quarter earnings for the S&P solidly beat expectations, rising 8.9% from a year earlier.

→ Consumers continue to fuel the economy with retail sales up more than expected in October.

→ Existing home sales rose in October, posting the first annual gain in over three years.

→ Inflation rose slightly more than forecasted in the latest month.

→ The Fed cut rates by 25bp in November, but expectations for a December cut have decreased.

→ The yield on the 10-year Treasuries ended the month at 4.18%, down 10bp from October.