For the past year, SPP has been incubating a new financial technology, Knudge (www.knudge.com). The idea for Knudge was born out of the work we do for you, our clients, here at Single Point. In addition to the Planning, Strategy, & Advice, a huge part of our role as your Personal CFO is to act [...]
I know, just when you were getting used to me being a member of Single Point and the unique spelling of my last name… I’m changing it! I’ve decided to take my husband’s last name (and move up one spot in the alphabet) so we wanted to make you aware that you will start seeing [...]
Capital One announced a data breach yesterday, which is estimated to impact approximately 100 million individuals. Customer data, including credit scores, contact information and in some cases, social security numbers and bank accounts were compromised for their customers or people who applied for credit card products from Capital One. More information on the breach can be [...]
We're happy to bring you our quick quarterly markets update video from our CIO, Rene Jarquin. We urge you to please take part in the very important survey below as well!
Pretty cool to get to share a story about my dad in this article. He's one of those guys that is always looking for ways to use his talents to help other people - looking for nothing in return. I hope a little bit of that rubs off on me. Happy Father's Day! [...]
What happens when a romantic realist marries a hopeless romantic? A messy conversation about prenups. The topics of money, death and divorce are each hard enough to discuss on their own and a prenup is a triple whammy of all three. At once. During what is supposed to be one of the most romantic times [...]
We haven’t heard the term “bipartisan support” used too frequently as of late. However, the “Setting Every Community Up for Retirement Enhancement Act of 2019” (aka the SECURE Act) seems to be an exception to the rule. The SECURE Act was passed by the House of Representatives almost unanimously (417-3 in favor). At its very [...]
The Single Point team continues to expand. One of the most rewarding things for me personally is seeing the extremely high caliber of people we have been able to add to our group. It says a lot about our current team and our approach to working with families that we are attracting such talent. In getting [...]
I feel so fortunate to be surrounded by such a smart and talented team at Single Point. Each day, I get to witness firsthand what an exceptional planner Seth Corkin is, it is great that the rest of the financial planning world is able to get a little glimpse. I want to share with you that [...]
Groucho Marx famously said… “I would never want to join a club that would have me as its member” Similarly, banks love nothing more than to lend to borrowers who have no need to borrow. And the high-net-worth clients of banks’ brokerage or wealth management units are an obvious object of their affection: the portfolios they [...]
