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Double-Check Your Tax Withholding This Year

By |2018-09-12T20:36:50+00:00September 12th, 2018|Categories: Single Point of View, Tax Planning|Tags: |

We thought we'd share this great article (click below) highlighting the importance of reviewing your tax situation this year, specifically with respect to any withholdings from W2 income. In the wake of last year's tax reform it's more important than ever to review your paystub to ensure tax withholdings are accurate for your individual circumstances. It's [...]

Our Growing National Debt & Your Bonds

By |2018-09-04T18:14:06+00:00September 4th, 2018|Categories: Investment Planning, Single Point of View|Tags: |

A significant portion of our client’s portfolios are invested in the US Bond market, so I wanted to put the current Federal debt picture in the appropriate perspective.  The punch line is that we are not on the cusp of The Financial Apocalypse as some pundits will have you believe.  With the help of our Bentley [...]

How To Protect Your Children From Identity Theft

By |2018-08-28T17:43:37+00:00August 28th, 2018|Categories: Family Planning, General Planning, Single Point of View|Tags: |

We wanted to share this great article from the Wall Street Journal, "New on Parents’ To-Do List: Checking Children’s Credit History".  In it you will find some important resources for protecting your children from identity theft.  Experian estimates that identity theft will affect one in four children before they become an adult.  It's important to stay [...]

Charitable Giving in a Post-Tax Reform World

By |2018-07-03T14:22:56+00:00July 3rd, 2018|Categories: Charitable Planning, Single Point of View, Tax Planning|Tags: , , , |

The tax law changes at the end of 2017 drastically changed the landscape for deductible expenses – these changes have a major impact on tax optimization and planning strategies going forward. Back-up – what are deductions? Taxpayers have two deduction options when filing a return.  They can take the standard deduction (a flat amount based on [...]

Even With Index Funds, You Need to Know What You Own

By |2018-06-19T19:53:52+00:00June 19th, 2018|Categories: Investment Planning, Single Point of View|Tags: |

At Single Point we believe that index-tracking funds offer the best outcomes over high-cost stock-picking funds. As the number of trackable indexes has grown over the years – especially beyond the core Large Cap S&P500 Index - we spend a great deal of time identifying the best index to track the complimentary or ‘satellite’ asset classes.  [...]

SPP Featured in Investment News

By |2018-06-12T20:54:06+00:00June 12th, 2018|Categories: Personal CFO, Single Point of View|Tags: |

Excited to see that our conflict free model is gaining some national recognition.  Thought you might enjoy the article below: At this firm, flat fees are about offering conflict-free advice At Boston firm Single Point Partners, adviser Seth Corkin says clients don't have to worry about what's motivating advisers' recommendations By Jeff Benjamin   |  June 9, 2018 [...]

Tax Law Changes Impact on Your Stock Options

By |2018-06-12T21:15:21+00:00May 1st, 2018|Categories: Investment Planning, Single Point of View, Tax Planning|Tags: , , |

Four months into 2018 and many are still digesting the changes to the tax code resulting from the Tax Cuts & Jobs Act (TCJA).  To date, there’s been a lot of buzz about the impact on business owners and the limit of state and local tax deductions.  However, the bill also has major implications for [...]

Announcing Our New Website

By |2018-04-11T22:15:53+00:00April 11th, 2018|Categories: Personal CFO, Single Point of View, Wealth Logistics|

Looking at pictures will really put time into perspective.  6 years ago we launched Single Point Partners.  I think the picture that helps me realize how time has passed the most is of my daughter Annemarie sitting at my “desk” in 2012 contrasted with her in my office today. Like Annemarie, Single Point has “grown up” [...]

A ‘Full Trade War’ on the Horizon?

By |2018-04-11T01:57:12+00:00March 6th, 2018|Categories: Single Point of View|Tags: |

A full-blown trade war, though unlikely, would be very damaging to equities.  What happened? President Trump announced that he plans to impose a 25% tariff on imported steel and a 10% tariff on imported aluminum.  Why does it matter? A ‘full trade war’ is not something we have seen since the Smoot-Hawley Tariff Act of 1930 [...]

Market Predictions vs. Reality

By |2018-03-16T02:21:04+00:00January 16th, 2018|Categories: Single Point of View|Tags: |

Every year the big Wall Street banks publish their year-end targets for the S&P500.  Think of these as a gauge of Wall Street’s collective wisdom. Their well-paid researchers crunch a ton of market and economic data. I will save you the suspense – their forecasting ability would be laughable, if it wasn’t for the fact that [...]