Did you know our Personal CFO, Meghan Dwyer, hosts her own podcast? Money Isn't Scary is a podcast designed to help you take an honest look at the thoughts and emotions behind your relationship with money. I’m Meghan, a mom of 2 young boys, a financial planner, and emotional spender. Despite being a financial planner, [...]
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 [...]
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 [...]
We could not be more excited to announce the addition of Mary Casady to the SPP team as our newest Planning Analyst. As our team continues to grow, I am encouraged by the various paths we have all taken to arrive at Single Point. I know these unique experiences help us approach issues from various angles, [...]
Excited to see that our conflict free model is gaining some national recognition. Thought you might enjoy the article below: At this firm, flat fees are about offering conflict-free advice At Boston firm Single Point Partners, adviser Seth Corkin says clients don't have to worry about what's motivating advisers' recommendations By Jeff Benjamin | June 9, 2018 [...]
Looking at pictures will really put time into perspective. 6 years ago we launched Single Point Partners. I think the picture that helps me realize how time has passed the most is of my daughter Annemarie sitting at my “desk” in 2012 contrasted with her in my office today. Like Annemarie, Single Point has “grown up” [...]
I believe traditional wealth management is broken – but I have a vision for the future standard of financial advice, and I am incredibly lucky to have found two partners who share that vision. Before I tell you how and why I joined Single Point, let me tell you a little about how I found my [...]
