My Introduction to Star Trek After we’ve put the baby to bed at night and set tomorrow’s coffee to brew, my husband and I watch Star Trek: The Next Generation. He was raised on Star Trek, I was not. Watching it for the first time, I am struck by how timeless it is, and [...]
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. Governor Charlie Baker has a new budget plan that could change the draconian Massachusetts state estate tax [...]
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 [...]
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 [...]
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, [...]
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 [...]
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 [...]
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 [...]
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
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 [...]
