What’s Important to You?

By |2022-06-02T20:17:53+00:00June 2nd, 2022|Categories: Estate Planning, Single Point of View|Tags: |

My morning run today took me along the narrow,  twisting road that runs next to The Farmington River.  I chose not to run with headphones or music today so I could listen to the river and the birds.  The early growth of the trees is neon green right now and everything seems extra alive. About [...]

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What do we do when stocks AND bonds both go down?

By |2022-05-20T19:48:44+00:00May 20th, 2022|Categories: Investment Planning, Single Point of View|

Is it time to panic?  It's always tough to live through sharp drops in the stock market.  In times like this we typically remind you of the safer components of your portfolio being available to fund your life.  Namely your cash and bonds act as a buffer to give us the time to not be a [...]

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How to Embrace Emotional Spending

By |2022-03-31T15:04:55+00:00March 31st, 2022|Categories: Cash Flow, Family Planning, Personal CFO, Single Point of View|Tags: |

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, [...]

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Ukraine Humanitarian Relief

By |2022-03-29T20:08:47+00:00March 29th, 2022|Categories: Charitable Planning, Single Point of View|Tags: |

It’s difficult to turn on the news these days without seeing the crisis in Ukraine unfold. We’ve had several clients reach-out with interest in supporting relief efforts in Ukraine and accordingly wanted to send out a message with some resources if you are considering donating. Fidelity Charitable has produced a page on their website to [...]

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Welcome Alexa Fattore!

By |2022-03-10T13:56:08+00:00March 10th, 2022|Categories: Single Point of View|

In financial planning it is so important to understand the "why" behind our decisions.  At SPP we have tried to be very intentional with the growth of the firm and not simply allow growth to drive our direction.  In our own business planning we have started with that same question when we have asked as [...]

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What’s New(s) with Seth: January 2022

By |2022-01-31T17:40:37+00:00January 31st, 2022|Categories: Single Point of View, What's New(s)?|

Wait, wasn’t the last “monthly” What’s New(s) with Seth in September? What happened to Q4?  Little known fact about our PCFOs, there are only 10 months in their year because Oct/Nov/Dec are all combined into one long month we call “Year-End Planning”.  They spend this time laser focused on making sure no stone is unturned [...]

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Prof. Rene’s Market Update

By |2022-01-24T18:20:48+00:00January 24th, 2022|Categories: Investment Planning, Single Point of View|Tags: |

We are officially in a stock market "correction".  Professor Rene is here to share some perspective on what is driving the current drop in stocks and revisit the SPP playbook for times like this.   As always, we're here if you have any questions.  - Shaun

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Team

By |2021-10-22T20:09:49+00:00October 22nd, 2021|Categories: Behind The Curtain, Single Point of View|Tags: |

team noun 1: a number of persons associated together in work or activity: such as      a: a group on one side (as in football or a debate)      b: CREW, GANG Apologies if we were a little slow in replying to any of you this morning.  Last night, the entire Single Point Team came [...]

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Changes to Public Service Loan Forgiveness

By |2021-10-08T21:04:32+00:00October 8th, 2021|Categories: Single Point of View, Student Loans|Tags: , |

Do you know a teacher, nurse, government employee or employee of a non-profit with student loans?  If so, they will want to be aware of the changes made this week to the Public Service Loan Forgiveness Program. In short, the program was designed to encourage students to enter these careers by providing forgiveness of student [...]

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Why is the market so high, when there is so much bad news?

By |2021-10-01T17:56:25+00:00October 1st, 2021|Categories: Investment Planning, Single Point of View|Tags: |

No matter how long you follow them, stock markets can continue to make you ask that question.  As you know, we are not in the prediction business, we do like to put things in context and provide a little education where we can though. In this video, Professor Rene helps us understand why sometimes the [...]

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