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About Rene Jarquin

My path to Chief Investment Officer at Single Point most recently took me through BNY Mellon Wealth Management, where I had been since 2005. My role as Senior Portfolio Manager at BNY allowed me to work very closely with clients in constructing portfolios; while understanding their goals and always mindful of how the markets impact them both financially and behaviorally. Sitting on BNY’s Solution Strategy Committee and the Boston office’s Investment Implementation Committee has helped shape my investment decision-making. Ultimately, the desire to fully own and shape the firm's investment philosophy brought me to step into a Senior Partner role as Single Point's CIO. After receiving my bachelor’s degree at The Wharton School and my MBA from Northwestern University’s Kellogg School of Management I made a few stops prior to my 12 years at BNY. These experiences included the M&A group at GE Capital; a tech-focused merchant bank, Springwell Capital Partners; and Merrill Lynch’s Private Client Group. I have been fortunate to have the opportunity to share my expertise in giving back beyond my direct dealing with clients. Currently, I chair the investment committee for the Home for Little Wanderers. I am an active board member and former President of the Boston Chapter of the The Association of Latino Professionals for America (ALPFA). I have been a charter member of the Latino Legacy Fund of The Boston Foundation. LLF is a special interest fund targeting the Latino Community of Boston. Most recently, I have had the honor of being appointed by Governor Charlie Baker to the board of Mass Ventures, the state of Massachusetts’ venture capital arm. My wife Nancy and I, along with our two daughters, live in Wellesley, MA and enjoy relaxing on Cape Cod in the summer.

Effect of the Magnificent Seven Stocks

By |2024-07-15T15:27:01+00:00July 15th, 2024|Categories: Investment Planning, Single Point of View|Tags: , , |

Rene Jarquin July 2024 Market & Portfolio Commentary The S&P 500 Index has become very lopsided due to the run up of the 7 largest stocks in the index. While we have benefitted from this run up as index investors, this level of concentration can cause some anxiety and questions of what we should [...]

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Silicon Valley Bank (SIVB)

By |2023-03-10T23:31:43+00:00March 10th, 2023|Categories: Investment Planning, Single Point of View|Tags: , |

As you may have seen, in the last 48 hours Silicon Valley Bank was taken over by their regulator, after suffering a run on its deposits (think: It's a Wonderful Life).  It had 220 Billion in assets and a market capitalization of 16 Billion less than 2 days ago. This is still unfolding and it [...]

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What do we do when stocks AND bonds both go down?

By |2022-05-20T19:48:44+00:00May 20th, 2022|Categories: Investment Planning, Single Point of View|

Is it time to panic?  It's always tough to live through sharp drops in the stock market.  In times like this we typically remind you of the safer components of your portfolio being available to fund your life.  Namely your cash and bonds act as a buffer to give us the time to not be a [...]

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Prof. Rene’s Market Update

By |2022-01-24T18:20:48+00:00January 24th, 2022|Categories: Investment Planning, Single Point of View|Tags: |

We are officially in a stock market "correction".  Professor Rene is here to share some perspective on what is driving the current drop in stocks and revisit the SPP playbook for times like this.   As always, we're here if you have any questions.  - Shaun

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Why is the market so high, when there is so much bad news?

By |2021-10-01T17:56:25+00:00October 1st, 2021|Categories: Investment Planning, Single Point of View|Tags: |

No matter how long you follow them, stock markets can continue to make you ask that question.  As you know, we are not in the prediction business, we do like to put things in context and provide a little education where we can though. In this video, Professor Rene helps us understand why sometimes the [...]

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RJ Takes on Inflation

By |2021-07-16T17:06:28+00:00July 16th, 2021|Categories: Investment Planning, Single Point of View|Tags: |

The popular headline of the week/month is inflation. We haven't seen inflation (or defaltion) in the news this much since it was Tom Brady driving the headlines. Rene gives us a history lesson on inflation and outlines what is drivng the current spike and what we're thinking about/paying attention to looking forward. [...]

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Confessions of a Bitcoin Skeptic

By |2021-02-22T18:51:52+00:00February 22nd, 2021|Categories: Investment Planning, Single Point of View|

Rene discusses the recent run-up in Bitcoin and SPPs general view on crypto-currency for our clients. He's spent a lot of time researching and learning about crypto, and the role certain investors see for it in portfolios. We'll continue to monitor the role for our clients with an open and inquisitive mind. [...]

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Will I really get that low of a mortgage rate?

By |2020-08-27T21:25:10+00:00August 27th, 2020|Categories: Lending, Single Point of View|Tags: , , |

Have you been noticing all the ads and articles on the "historically low" mortgage rates?  In this quick video, Rene helps us understand what these "headline" rates may really mean for you!

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Should I change my portfolio before the election?

By |2020-07-30T18:36:08+00:00July 30th, 2020|Categories: Investment Planning, Single Point of View|Tags: , |

One of the most common questions we are getting these days, no matter what your political leanings are, is about the impact of the upcoming Presidential Election on portfolios. Rene gives his words of wisdom on the subject with a little bit of history for context. We're not in the business of making short term [...]

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Should I Bother Owning Small Company Stocks?

By |2020-07-23T19:47:22+00:00July 23rd, 2020|Categories: Investment Planning, Single Point of View|Tags: , |

The headlines will tell you that the stock market has recovered from its low point in March.  However, small-cap & mid-cap stock indexes have lagged behind large-cap companies in 2020.  So, what's the benefit of owning these smaller companies as part of a diversified portfolio? As always, Rene helps put it all in context. [...]

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