Behind The Curtain: Ep. 1

By |2020-04-20T15:21:06+00:00April 20th, 2020|Categories: Investment Planning, Single Point of View|

"Should I open my investment statement this month?" One of the best things about working with a talented group of people is the ability to collaborate and brainstorm.  Thinking through questions from clients together is part of our daily routine at SPP.  We thought we'd try something a little different and bring you into the [...]

Comments Off on Behind The Curtain: Ep. 1

Small Business Resources: CARES Act

By |2020-04-03T13:01:10+00:00April 2nd, 2020|Categories: General Planning, Lending, Single Point of View, Tax Planning|

The recently passed CARES Act provides a number of resources to help small businesses.  Our hope is that by sharing this information with our network, you will share it with any businesses you know who are struggling and truly need the help.   Unfortunately, many of the people who need this help the most will [...]

Comments Off on Small Business Resources: CARES Act

CARES Act Potential Resources: Updated

By |2020-04-02T15:07:49+00:00March 26th, 2020|Categories: Charitable Planning, General Planning, Retirement Planning, Single Point of View, Student Loans, Tax Planning|

Late last night the Senate passed an economic stimulus package which is expected to be passed by the House and voted into law. Most importantly, we want to focus this update on areas that will be helpful to those most impacted.  We’ve been reading through the broad array of information in the 883 page bill! [...]

Comments Off on CARES Act Potential Resources: Updated

Updated: Potential Resources

By |2020-03-20T20:15:21+00:00March 20th, 2020|Categories: Investment Planning, Single Point of View, Student Loans|

News is moving fast so we wanted to provide a couple of updates to the below (as of 3/20/2020): Taxes: The tax filing deadline has now been moved to July 15th to match the change to the payment deadline that was made earlier this week.  We encourage you to continue to move forward with your tax [...]

Comments Off on Updated: Potential Resources

Updated: Potential Resources

By |2020-03-20T15:29:18+00:00March 18th, 2020|Categories: Lending, Single Point of View, Student Loans, Tax Planning|

News is moving fast so we wanted to provide a couple of updates to the below: Taxes: The tax filing deadline has now been moved to July 15th to match the change to the payment deadline that was made earlier this week.  We encourage you to continue to move forward with your tax prep, especially if [...]

Comments Off on Updated: Potential Resources

Elevator Rides

By |2020-02-26T16:22:06+00:00February 26th, 2020|Categories: Investment Planning, Single Point of View|

The Markets take the stairs up and the elevator down. To those of you who have worked with Single Point for years I probably sound like a broken record.  I hope so, that is the point.  We are consistent in our approach to advising you on your investments.  We purposefully talk about the elevator rides [...]

Comments Off on Elevator Rides

Introducing Michelle Lum!

By |2020-02-10T15:14:06+00:00February 10th, 2020|Categories: Single Point of View|

 We’re starting off 2020 the right way – by adding a new team member!  We’d like to introduce you to the newest member of your advisory team, Michelle Lum.  Michelle will be joining SPP as a Planning Analyst.  We had the pleasure of being introduced to Michelle by a friend of the firm and, in [...]

Comments Off on Introducing Michelle Lum!

RJ’s Commentary January 2020

By |2020-01-08T18:29:10+00:00January 8th, 2020|Categories: Investment Planning, Single Point of View|

You all know we are a financial planning firm, investments are but a piece of your overall planning.  Having said that, once a quarter we do let the investment folks have their time in the sun and allow them to share their thoughts.  Hope you find Rene's quarterly commentary helpful. It has been 5 days [...]

Comments Off on RJ’s Commentary January 2020

Tax Code Changes…Again!

By |2019-12-27T15:46:34+00:00December 27th, 2019|Categories: Single Point of View, Tax Planning|

For the second time in three years, we have the pleasure* of dissecting a new bill that makes major changes to several components of the tax code. Rest assured,  we will be addressing individual planning considerations for all of our clients as we meet and talk throughout 2020.  For now, we wanted to summarize some [...]

Comments Off on Tax Code Changes…Again!