RJ Takes on Inflation

By |2021-07-16T17:06:28+00:00July 16th, 2021|Categories: Investment Planning, Single Point of View|Tags: |

The popular headline of the week/month is inflation. We haven't seen inflation (or defaltion) in the news this much since it was Tom Brady driving the headlines. Rene gives us a history lesson on inflation and outlines what is drivng the current spike and what we're thinking about/paying attention to looking forward. [...]

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What’s New(s) with Seth? June 2021

By |2021-06-24T13:35:46+00:00June 24th, 2021|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.  The passive investing behemoth Vanguard is going to begin offering private equity investments for self-directed clients that [...]

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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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Welcome (officially) Cassie Anton!

By |2021-06-15T13:16:47+00:00June 15th, 2021|Categories: Single Point of View|Tags: |

This month we officially welcome Cassie Anton to the SPP Team. Cassie is likely a familiar face to some of you as she has been working with us for the past year while she finished her undergraduate degree at Virginia Tech with a focus in financial planning. We are very excited to now welcome her [...]

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A mistake on your tax return, now what?

By |2021-05-28T17:29:58+00:00May 28th, 2021|Categories: Behind The Curtain, Single Point of View, Tax Planning|Tags: |

I'd say Seth's expression here pretty much sums it up.  :) It's been a little while since our last Behind The Curtain video.  Today, Seth and I were chatting about how we approach clients when we notice a mistake on their tax return.

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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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Introducing Meghan Dwyer!

By |2021-03-10T14:27:56+00:00March 10th, 2021|Categories: Single Point of View|Tags: |

What are the qualities that make a great financial planner?  Quite frankly, the technical skills needed to analyze and provide impactful advice are mere table stakes. Empathy: It's hard to imagine someone being effective in any "helping-based" career without the ability to understand and share the feelings of others. Curiosity: The instinct to ask great [...]

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Confessions of a Bitcoin Skeptic

By |2021-02-22T18:51:52+00:00February 22nd, 2021|Categories: Investment Planning, Single Point of View|

Rene discusses the recent run-up in Bitcoin and SPPs general view on crypto-currency for our clients. He's spent a lot of time researching and learning about crypto, and the role certain investors see for it in portfolios. We'll continue to monitor the role for our clients with an open and inquisitive mind. [...]

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