For the past year, SPP has been incubating a new financial technology, Knudge (www.knudge.com). The idea for Knudge was born out of the work we do for you, our clients, here at Single Point. In addition to the Planning, Strategy, & Advice, a huge part of our role as your Personal CFO is to act [...]
We're happy to bring you our quick quarterly markets update video from our CIO, Rene Jarquin. We urge you to please take part in the very important survey below as well!
Pretty cool to get to share a story about my dad in this article. He's one of those guys that is always looking for ways to use his talents to help other people - looking for nothing in return. I hope a little bit of that rubs off on me. Happy Father's Day! [...]
The Single Point team continues to expand. One of the most rewarding things for me personally is seeing the extremely high caliber of people we have been able to add to our group. It says a lot about our current team and our approach to working with families that we are attracting such talent. In getting [...]
I feel so fortunate to be surrounded by such a smart and talented team at Single Point. Each day, I get to witness firsthand what an exceptional planner Seth Corkin is, it is great that the rest of the financial planning world is able to get a little glimpse. I want to share with you that [...]
For many people, fall marks the beginning of the open enrollment period for health insurance and other benefits. For SPP clients you can expect to hear from Mary Casady in the coming weeks to collect some data for analysis (assuming you are either on Medicare/Exchange or have workplace coverage enrollment this time of year). This is [...]
We could not be more excited to announce the addition of Mary Casady to the SPP team as our newest Planning Analyst. As our team continues to grow, I am encouraged by the various paths we have all taken to arrive at Single Point. I know these unique experiences help us approach issues from various angles, [...]
We wanted to share this great article from the Wall Street Journal, "New on Parents’ To-Do List: Checking Children’s Credit History". In it you will find some important resources for protecting your children from identity theft. Experian estimates that identity theft will affect one in four children before they become an adult. It's important to stay [...]
It's been just over 2 years since I made this post. The sentiment of the video and my remarks are as true today. It was circled back to me from a great friend and client today, so I thought I would re-share it with all of you.... Thank you John Oliver for explaining the problems [...]
Excited to see that our conflict free model is gaining some national recognition. Thought you might enjoy the article below: At this firm, flat fees are about offering conflict-free advice At Boston firm Single Point Partners, adviser Seth Corkin says clients don't have to worry about what's motivating advisers' recommendations By Jeff Benjamin | June 9, 2018 [...]
