"Should I open my investment statement this month?" One of the best things about working with a talented group of people is the ability to collaborate and brainstorm. Thinking through questions from clients together is part of our daily routine at SPP. We thought we'd try something a little different and bring you into the [...]
The recently passed CARES Act provides a number of resources to help small businesses. Our hope is that by sharing this information with our network, you will share it with any businesses you know who are struggling and truly need the help. Unfortunately, many of the people who need this help the most will [...]
Late last night the Senate passed an economic stimulus package which is expected to be passed by the House and voted into law. Most importantly, we want to focus this update on areas that will be helpful to those most impacted. We’ve been reading through the broad array of information in the 883 page bill! [...]
News is moving fast so we wanted to provide a couple of updates to the below (as of 3/20/2020): Taxes: The tax filing deadline has now been moved to July 15th to match the change to the payment deadline that was made earlier this week. We encourage you to continue to move forward with your tax [...]
News is moving fast so we wanted to provide a couple of updates to the below: Taxes: The tax filing deadline has now been moved to July 15th to match the change to the payment deadline that was made earlier this week. We encourage you to continue to move forward with your tax prep, especially if [...]
The Markets take the stairs up and the elevator down. To those of you who have worked with Single Point for years I probably sound like a broken record. I hope so, that is the point. We are consistent in our approach to advising you on your investments. We purposefully talk about the elevator rides [...]
We're trying a little different format for our annual State of SPP letter. Hope you enjoy this quick video.
This Guest Blog Post was written by Vinicius "V" Hiratuka, founder of Elevated Retirement Financial Services (https://elevatedretirement.com/). V is an amazingly talented CPA & CFP® who we have been fortunate to collaborate with over the past few months. We hope you will be hearing more from V in the months ahead. Below, V addresses recently proposed [...]
In addition to the work we do for our clients at Single Point, I am equally as proud of our team's commitment to using the knowledge and experience we have as financial planners to give back to those who need advice the most. We're honored to be featured in the below article from the Financial [...]
This quarter RJ addresses the recent announcements from three major custodians (Schwab, TD, & Fidelity) that they are lowering their trading costs to $0. You know nothing is free, so RJ shines a light on how custodians really make money and our focus on the all-in costs to our clients when helping you choose who [...]
