Unemployment Scam!

By |2020-06-08T14:36:37+00:00June 8th, 2020|Categories: General Planning, Personal CFO, Single Point of View, Wealth Logistics|

We wanted to notify our clients and contacts of a national unemployment filing scam to be aware of.  As if 2020 didn’t have enough challenges already, right? Criminal enterprises with access to stolen personal information are attempting to file unemployment benefit claims.  As we've said before the reality is, with all of the security breaches [...]

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Small Business Resources: CARES Act

By |2020-04-03T13:01:10+00:00April 2nd, 2020|Categories: General Planning, Lending, Single Point of View, Tax Planning|

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 [...]

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CARES Act Potential Resources: Updated

By |2020-04-02T15:07:49+00:00March 26th, 2020|Categories: Charitable Planning, General Planning, Retirement Planning, Single Point of View, Student Loans, Tax Planning|

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! [...]

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How To Protect Your Children From Identity Theft

By |2018-08-28T17:43:37+00:00August 28th, 2018|Categories: Family Planning, General Planning, Single Point of View|Tags: |

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 [...]

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Elf Spotting, Financial Advisors & Fiduciaries

By |2018-08-01T01:06:54+00:00July 31st, 2018|Categories: General Planning|Tags: |

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 [...]

Fidelity Trading Costs Reduced

By |2017-03-01T20:45:49+00:00March 1st, 2017|Categories: General Planning|Tags: |

Very good news for our clients with accounts held at Fidelity.  Fidelity has announced that it has reduced trading costs on equity trades (including Exchange Traded Funds) from $7.95 to $4.95 per trade.  As you may know, there are a number of iShares ETFs that trade at no cost on Fidelity's platform as well.     [...]

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An Intern's Experience at Single Point

By |2016-08-16T19:22:48+00:00August 16th, 2016|Categories: General Planning|Tags: |

We were very fortunate to have Liam Cronan spend several weeks with us in May as part of his high school senior project.  He was finishing up his senior year at Thayer Academy and will be starting at Bentley University in fall.  He has a great work ethic, quickly completed projects and was eager to help.  [...]

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Welcome to the new Single Point of View

By |2016-07-11T18:55:15+00:00July 11th, 2016|Categories: General Planning|Tags: |

Same content, new page.  We've moved our Single Point of View blog directly onto the www.spcfo.com website.  You'll notice a slightly new look to the blog.  We plan to continue using this format for communicating planning related thoughts and educational information to you.     We've also set up a Single Point Partners Facebook page if [...]

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Thoughts on the Recent DOL Ruling

By |2016-05-05T18:19:00+00:00May 5th, 2016|Categories: General Planning|Tags: |

  I read a study recently that stated only 30% of those who refer to themselves as financial advisors actually provide any level of financial planning.  One can only imagine that within that 30%, it is only a subset who are truly focused on planning vs. those who provide some planning as an ancillary service.   [...]

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Single Point Hosts Financial Planners from Brazil

By |2015-10-27T01:28:00+00:00October 27th, 2015|Categories: General Planning|Tags: |

To kick off the Financial Planning Association Conference Weekend, Single Point hosted a group of Financial Planners from Brazil. There were interesting conversations on many aspects of financial planning and investing, both domestically and cross-boarder. We also shared some of the resources and best practices we utilize to help serve our clients. The worlds of financial [...]

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