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Elections and the Markets

By |2024-05-17T18:07:07+00:00May 17th, 2024|Categories: Investment Planning, Single Point of View|Tags: |

With the U.S. presidential election approaching, many investors are asking themselves: “Should I adjust my portfolio ahead of this election?” While you may be seeing worrisome headlines from both sides of the aisle, it is important to understand the historical correlation between the U.S. stock market and our presidential elections. Our consensus is that although [...]

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Inside Out

By |2024-04-26T12:08:07+00:00April 26th, 2024|Categories: Single Point of View|

Money Isn’t Scary is a weekly podcast I host focused on supporting women in creating a healthy and empowered relationship with money. I have a huge passion for psychology and understanding the root cause of our thoughts, emotions and behaviors around money. I recently had the honor of talking with Meg Lefauve, the Oscar-nominated screenwriter [...]

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Feeling Stressed About Money?

By |2023-08-17T20:55:11+00:00August 17th, 2023|Categories: General Planning, Single Point of View, Uncategorized|Tags: |

Oftentimes as Financial Planners, we can get caught up in the numbers and deeper analysis of financial concepts for our clients. As helpful as this is, there’s another component to helping you feel comfortable and confident around your money: working through your relationship with it. Recently I was featured in an ‘Ask the Experts’ column [...]

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What’s New(s) with Seth: April 2023

By |2023-04-13T20:21:11+00:00April 13th, 2023|Categories: Single Point of View, Tax Planning, What's New(s)?|Tags: , , , , , , , , |

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.  Maura Healey released a $750MM tax reform plan for the state of Massachusetts.  Among the notable proposals: [...]

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How to Write a Letter of Appeal for Financial Aid

By |2023-04-06T20:54:44+00:00April 6th, 2023|Categories: Single Point of View, Student Loans|Tags: , , |

Spring is in the air and college acceptance letters are rolling in. In addition to acceptance letters, schools may also provide a financial aid offer letter. This letter will include details on the financial aid that the school is offering the prospective student and could be comprised of federal loans, grants, and/or scholarships. In reviewing [...]

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Silicon Valley Bank (SIVB)

By |2023-03-10T23:31:43+00:00March 10th, 2023|Categories: Investment Planning, Single Point of View|Tags: , |

As you may have seen, in the last 48 hours Silicon Valley Bank was taken over by their regulator, after suffering a run on its deposits (think: It's a Wonderful Life).  It had 220 Billion in assets and a market capitalization of 16 Billion less than 2 days ago. This is still unfolding and it [...]

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What’s New(s) with Seth: February 2023

By |2023-04-13T14:49:22+00:00February 17th, 2023|Categories: Single Point of View, What's New(s)?|Tags: , , , , , , , , , , , |

Seth is back with this year's first 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.  Ben Carlson, an investment professional and author of the fantastic blog “A Wealth of [...]

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What’s New(s) with Seth: December 2022

By |2022-12-30T19:02:28+00:00December 30th, 2022|Categories: Single Point of View, What's New(s)?|Tags: , , , , , , , , , , , , , , |

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.  Included in the Omnibus spending bill that the Senate passed earlier this month was the SECURE Act [...]

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What’s New(s) with Seth: October 2022

By |2022-10-31T17:42:50+00:00October 31st, 2022|Categories: Investment Planning, Single Point of View, Tax Planning, What's New(s)?|Tags: , , , , , , , , , , , , |

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.  A recent Morningstar study found that investors earned ~9.3%/year in mutual funds and ETFs over a decade [...]

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Meet our new Director of Financial Planning

By |2022-10-10T16:26:04+00:00October 10th, 2022|Categories: Single Point of View|Tags: |

Actually, most of you may already know him…  we are excited to announce that Seth Corkin will be stepping into the role of Director of Financial Planning for Single Point effective January 1, 2023! So, what is a Director of Financial Planning anyways?  Well, here at Single Point this role is focused on ensuring all [...]

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