RJ Commentary July 2019
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!
Happy Father’s Day!
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! [...]
A Messy Conversation About Prenups
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 [...]
What You Should Know About The SECURE Act
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 [...]
SPP Welcomes Martin Shore
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 [...]
Almost Famous
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 [...]
Portfolio-based Credit – The good, the bad and the ugly
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 [...]
Review Your Health Insurance Plan
For many people, fall marks the beginning of the open enrollment period for health insurance and other benefits. For SPP clients you can expect to hear from Mary Casady in the coming weeks to collect some data for analysis (assuming you are either on Medicare/Exchange or have workplace coverage enrollment this time of year). This is [...]
SPP Welcomes Mary Casady
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, [...]
1970s Inflation Redux?
Should we fear a replay of the 1970’s High-Inflation era? Today’s jobs report points to an unemployment rate of 3.7% - the lowest since 1969, the year when the worst outbreak of inflation began to be felt. From 1969 to 1982 inflation spiked to 7.3% annually and wrecked stock and bond returns – which were negative [...]