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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Should I Stop Taking $ out of My Investments? (BTC Ep. 3)

By |2020-05-11T19:02:50+00:00May 11th, 2020|Categories: Behind The Curtain, Investment Planning, Retirement Planning, Single Point of View|

The question we've been getting more often from retirees living off withdrawals from their portfolio is " Should I take less money out of my accounts given the market decline?". In the 3rd episode of Behind the Curtain, Seth Corkin and I share our conversation addressing this question.

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How Safe Are My Bonds? (BTC Ep. 2)

By |2020-04-30T13:06:09+00:00April 30th, 2020|Categories: Behind The Curtain, Investment Planning, Retirement Planning, Single Point of View|

We talk about the role of bonds in your portfolio as the "safer" component of your money.  But how safe are they in times like this?  In the second installment of Behind the Curtain, Rene and I share a clip of our conversation addressing this question.

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Behind The Curtain: Ep. 1

By |2020-04-20T15:21:06+00:00April 20th, 2020|Categories: Investment Planning, Single Point of View|

"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 [...]

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Updated: Potential Resources

By |2020-03-20T20:15:21+00:00March 20th, 2020|Categories: Investment Planning, Single Point of View, Student Loans|

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 [...]

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Elevator Rides

By |2020-02-26T16:22:06+00:00February 26th, 2020|Categories: Investment Planning, Single Point of View|

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 [...]

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RJ’s Commentary January 2020

By |2020-01-08T18:29:10+00:00January 8th, 2020|Categories: Investment Planning, Single Point of View|

You all know we are a financial planning firm, investments are but a piece of your overall planning.  Having said that, once a quarter we do let the investment folks have their time in the sun and allow them to share their thoughts.  Hope you find Rene's quarterly commentary helpful. It has been 5 days [...]

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Free Trading! Not Quite…

By |2019-10-15T13:47:46+00:00October 15th, 2019|Categories: Investment Planning, Single Point of View|

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 [...]

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