Account View
Menu
Home
About
Meet the Team
Our Mission
Our Point of View
Fiduciary
About LPL Financial
Services
Our Services
Sustainable Investing
Resource Center
Market Watch
Retirement
Estate
Investment
Insurance
Tax
Money
Lifestyle
Tools
Future Planning Chart
Useful Links
Glossary
Tax Resources
Contact
Account View
Global Portfolio Strategy | December 2025
</div> </div> </div> </div> </section> </section> </div> <div class="footer-container"> <footer> <section class="o-container c-footer__container"> <div class="o-grid__collapse"> <div class="c-footer__contact"> <div class="contact"> <h4>Contact</h4> <div class="moonlight-contact-information"> <p class="moonlight-phone">Office: <a href='tel:8885021725'>888-502-1725 </a></p> <p class="moonlight-fax">Fax: <span>888-502-3572</span></p> <div class="moonlight-address_block"> <p class="moonlight-address1">3168 Braverton Street, 4th Floor</p> <p class="moonlight-address2">PO Box 1960</p> <p> <span class="moonlight-city">Edgewater,</span> <span class="moonlight-region">MD</span> <span class="moonlight-postalcode">21037</span> </p> </div> <a href="mailto:david@cws-md.com" itemprop="email"> david@cws-md.com </a> </div> <div class="c-socialMedia"> </div> </div> </div> <div class="c-footer__quick-links"> <section class="quickLinks"> <h4>Quick Links</h4> <ul><li><a href="https://www.compass-wealthstrategies.com/resource-center/retirement" >Retirement</a></li><li><a href="https://www.compass-wealthstrategies.com/resource-center/investment" >Investment</a></li><li><a href="https://www.compass-wealthstrategies.com/resource-center/estate" >Estate</a></li><li><a href="https://www.compass-wealthstrategies.com/resource-center/insurance" >Insurance</a></li><li><a href="https://www.compass-wealthstrategies.com/resource-center/tax" >Tax</a></li><li><a href="https://www.compass-wealthstrategies.com/resource-center/money" >Money</a></li><li><a href="https://www.compass-wealthstrategies.com/resource-center/lifestyle" >Lifestyle</a></li><li><a href="https://www.compass-wealthstrategies.com/resource-center/articles" >Latest Articles</a></li><li><a href="https://www.compass-wealthstrategies.com/resource-center/videos" >All Videos</a></li><li><a href="https://www.compass-wealthstrategies.com/resource-center/calculators" >All Calculators</a></li></ul> </section> </div> <div class="c-footer__disclosure"> <section class="note"> <div class="shared__BrokerDealerDisclosure"> <p class="FormCRS"> LPL <a target="_blank" href="https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf">Financial Form CRS</a></p> </div> <p class="boker-check-disclaimer">Check the background of your financial professional on FINRA's <a href="//brokercheck.finra.org/" target="_blank" rel="noopener noreferrer">BrokerCheck</a>.</p> <p class="globalDisclosure">The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.</p> <p class="globalPersonalInformationLink"> We take protecting your data and privacy very seriously. As of January 1, 2020 the <a href="https://oag.ca.gov/privacy/ccpa" target="_blank">California Consumer Privacy Act (CCPA)</a> suggests the following link as an extra measure to safeguard your data: <a href="https://www.compass-wealthstrategies.com/donotsellmypersonalinformation" target="_self">Do not sell my personal information</a>. </p> <p class="globalCopyright">Copyright 2026 FMG Suite.</p> <p class="globalDisclaimer"><p>Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member <a href="http://www.finra.org/" target="_blank" rel="noopener">FINRA</a> & <a href="http://www.sipc.org/" target="_blank" rel="noopener">SIPC</a>.</p><p><span>The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.</span></p></p> </section> </div> </div> <div class="o-grid__collapse"> <div class="c-footer__custom"></div> </div> <div class="rule2"> </div> </section> </footer> </div> <!-- /container --> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/007/dist/scripts.js?v=2.86.45.32128.347"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/globalassets/template7/js/global-asset-scripts.js"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/vcard.js?v=2.86.45.32128.347"></script> <!--[if gt IE 8]><!--> <!--<![endif]--> <!--[if lt IE 9]> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/excanvas.min.js?v=2.86.45.32128.347"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot-0.8.3.js?v=2.86.45.32128.347"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot.time.min.js?v=2.86.45.32128.347"></script> <![endif]--> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/article.js?v=2.86.45.32128.347"></script> </body> </html>
