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Compass Points

Compass Points is a semi-monthly, opt-in Enewsletter. Authored by Stephen and Susan Little, the publication provides insight into the macro and micro economic trends and issues in our industry. Topics include stock splits, mutual funds, shareholder interests, management boards, socially responsible investing and more.

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Compass Points newsletter is published for informational purposes as periodic communication with clients of The Rose Inc. Investment Management. Discussion of particular investments does not constitute recommendations to buy, sell or hold such investments. Nothing in the publication should be construed as professional advice recommending any particular course of action to a reader.

Disclosure: Information presented on this website is not intended as professional advice recommending any particular course of action. “Past performance is no guarantee of future returns.” This statement applies equally to the portfolios we manage as well as any mutual fund or individual security discussed in our publication, Compass Points. This website is intended for informational purposes as communication with The Rose Inc. Investment Management. Discussions of particular investments do not constitute recommendations to buy, sell or hold such investments.