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  • Home
  • About Us
    • Frequently Asked Questions
    • Fundamental Principles
  • For Advisors
    • Join the Family
    • Succession Planning
    • Compliance Documents
      • Compliance Manual
      • ADV2A
      • ADV2B
      • Form CRS
  • Services
    • 401(k) Plan Services
    • Collaborative Investment
  • Free Financial Consultation
  • Commentary
  • Contact
  • Resources
    • How to Avoid Common Pitfalls
    • Rights of a Client
    • Planner Checklist
    • Seminars

Category Archive

What Market History Actually Tells Us About Rising Bond Yields and Your Portfolio

Compass Financial ManagementOctober 3, 2026Commentary

Every time bond yields spike, the financial media declares the sky is falling. But if you actually study market history, the story is a lot more complicated than the panic merchants want you to believe.

Wall Street’s Dirty Secret: Why Your Account Size Determines the Quality of Advice You Get

Compass Financial ManagementOctober 1, 2026Commentary

If your investment account is under a certain dollar threshold, the big wirehouse firms have already decided you are not worth their time. I have been reporting on this since 2000, and the playbook has not changed one bit.

Jamie Dimon’s Three Pillars for Western Economic Revival and What It Means for Your Portfolio

Compass Financial ManagementSeptember 30, 2026Commentary

Jamie Dimon published a remarkable piece in the Wall Street Journal laying out a plan for the Western world’s revival, and the points he’s making are things I’ve been talking about on this program for years. If even one of the three pillars he identifies starts to crack, the consequences for American investors will be severe.

Democrats Running on Affordability? Their Record Tells a Different Story

Compass Financial ManagementSeptember 30, 2026Commentary

I’ve watched both parties play games with your wallet for decades, and now Democrats want to run on affordability? Let me walk you through the numbers, because the record doesn’t lie.

Keeping Up with the Joneses on Steroids: How Social Media Is Destroying Your Financial Future

Compass Financial ManagementSeptember 29, 2026Commentary

Social media has turned an age-old spending problem into a financial catastrophe for an entire generation. The pressure to perform wealth online is now driving real people into real debt, and the numbers are staggering.

The Base Case Lie: Why Wall Street’s S&P Forecasts Are Costing You Money

Compass Financial ManagementSeptember 29, 2026Commentary

Every time the market hiccups, the parade of portfolio managers on CNBC rushes to update their ‘base case’ S&P forecast. I’m here to tell you that chasing those moving targets is one of the most dangerous things you can do with your money.

Who Pays When AI Gets It Wrong: The Liability Question Wall Street Is Ignoring

Compass Financial ManagementSeptember 29, 2026Commentary

AI is moving fast, but the legal and financial liability framework is moving even faster behind the scenes. Before you trust an AI agent with your money, your car, or your life, you need to understand who actually gets stuck holding the bag when something goes wrong.

Bond Rates, Inflation Lies, and What the Government Is Not Telling You

Compass Financial ManagementSeptember 28, 2026Commentary

The 10-year Treasury crossing 5% has Wall Street in a panic, but I have been telling you this was coming for over two decades. Artificially suppressed interest rates were never going to hold forever, and the snapback is exactly what I predicted.

Zombie Companies Are Lurking in Your Portfolio. Here Is How to Find Them Before Higher Rates Do.

Compass Financial ManagementSeptember 28, 2026Commentary

When interest rates rise, zombie companies get exposed. I want to walk you through exactly what a zombie company looks like and why finding them in your portfolio right now could be the most important financial move you make.

Social Security Is Already Broke and Politicians Want to Speed Up the Collapse

Compass Financial ManagementSeptember 25, 2026Commentary

Social Security is already projected to cut benefits by nearly 25% within a few short years, and nobody in Washington is doing a single thing to fix it. Now a new bill in Congress wants to lower the retirement age to 60 for certain workers, which would drain the system even faster.

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Contact Us

Michael Markowski, Advisor & Partner
Mobile: (941) 799-1270
Office: (941) 828-1396
EMAIL: mike@minvest.com

Matthew Markowski, CFP®
Mobile: (813) 831-5168
Office: (813) 597-6400
EMAIL: matt@minvest.com

Joshua Markowski, ChFC®
Mobile: (941) 228-2840
Office: (941) 487-7732
EMAIL: josh@minvest.com

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