compound

📣 $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 clients → Added 17 new advisors in 10 states → Embedded tax filing into the Compound Dashboard → Passed 10,000 Dashboard users managing their wealth in one place From the start, our goal’s been simple: make it easier for clients to see and manage their entire financial life in a single place — and give advisors the tools to make that happen. We’re proud of what we’ve built so far. And we’re just getting started. Read more: compoundplanning.com/newsroom/4-bil…

This thread is your introduction to investing in public real estate:

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 🧵

New Manual just dropped. If you're a Figma employee or have ISO, this a must read: manual.compoundplanning.com/chapters/figma…

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: info.compoundplanning.com/investment-res…

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: compoundplanning.com/events/state-o…

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: info.compoundplanning.com/investment-res…

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 compoundplanning.com/newsroom/2025-…

Even in uncertain times, there are still reasons for confidence You can read Steve's full commentary here 👇 info.compoundplanning.com/investment-res…

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

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: compoundplanning.com/events/everyth… 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 2024, we doubled our AUM and added 30 advisors. This year, we’ve already added 18 more advisors, surpassed $3 billion in AUM, and integrated multi-tiered, full-service tax support into our dashboard. The recognition from Financial Advisor Magazine means so much to everyone at Compound because it's proof we're actually reimagining wealth management — and it's having a real impact on the industry. We’ve grown by focusing on what matters most: giving clients the personalized support they need to grow their wealth thoughtfully, proactively, and holistically. Together, we're setting new standards for what modern wealth management can look like. You can read the full announcement here: compoundplanning.com/newsroom/ameri…

Figma IPO incoming Join our next Compound Conversation to learn everything you need to know about Figma going public compoundplanning.com/events/everyth…

New Manual just dropped: The Complete Guide to Navigating Secondary Tender Offers: A Step-by-Step Decision Framework manual.compoundplanning.com/chapters/navig…

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 retroactive to Jan 1, 2025. ⏩ Others don’t start until 2026. ✅ Some are permanent. ⏳ Others are temporary. What matters most? Understanding which changes affect you and your family — and knowing what to do about it. @k_carter_cpa, Head of Tax Advisory at Compound Planning, breaks it down in plain English: manual.compoundplanning.com/chapters/one-b…

50+ advisors and counting — meet our 8 newest advisors, including a $120M+ team See who joined 👇 compoundplanning.com/newsroom/50-ad…

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 👇 manual.compoundplanning.com/interests