Shiny Objects…

By |2021-06-18T15:41:03+00:00June 18th, 2021|Categories: General Planning, Investment Planning, Single Point of View|Tags: |

Shiny Objects, Cocktail Parties, and Short Cuts: Why Is It So Hard to Be an Index Investor? By: Bob Dockendorff We’ve all heard the compelling case for an index-tracking investment strategy.  While some investment managers grasp at straws to justify the high fees and underperformance of active management—it’s not often that I hear a genuine unconflicted disagreement with index investing.  With almost fifty years [...]

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What’s New(s)? with Seth: May 2021

By |2021-05-12T17:04:01+00:00May 12th, 2021|Categories: General Planning, Single Point of View, Tax Planning, What's New(s)?|

Seth is back with another installment of "What's New(s)?"  highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun.  President Biden proposed The American Families Plan which has some major income and estate tax implications.  [...]

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Oh, Behave!

By |2021-04-30T14:33:43+00:00April 30th, 2021|Categories: General Planning, Personal CFO, Single Point of View|Tags: |

Ok, I “borrowed” that headline from a recent CityWire piece I was featured in on financial planners incorporating behavioral finance into their client relationships.  Since in an article your comments are limited to quick quotes, I thought I would expand a bit on our beliefs at SPP on the topic. I think a lot of [...]

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What’s New(s)? with Seth: April 2021

By |2021-04-07T13:57:32+00:00April 7th, 2021|Categories: Estate Planning, General Planning, Tax Planning, What's New(s)?|Tags: , , |

One quality we've noticed a lot of our clients share is a great curiosity.  We're often asked about what we are seeing, reading and paying attention to. So, our own Seth Corkin has started collecting the most interesting articles he's coming across to share them with you in his new blog series, "What's New(s)?".  Seth [...]

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How the $?#! do I fill in my W-4???

By |2020-08-13T15:02:44+00:00August 13th, 2020|Categories: General Planning, Single Point of View, Tax Planning|Tags: , |

Were you surprised by your tax bill the past couple of years? It's possible that is due to changes in the way taxes are now being calculated to be withheld from your paycheck. In this Single Point of View, Seth deciphers the new W-4 form and provides some tips on how to complete it. [...]

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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 [...]