Single Point of View

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

By | 2018-06-19T19:53:52+00:00 June 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+00:00 June 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+00:00 May 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+00:00 April 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+00:00 March 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+00:00 January 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 [...]

Update: Year-End Tax Reform Planning

By | 2018-03-16T02:20:23+00:00 December 21st, 2017|Categories: Single Point of View|Tags: , , |

Last week we summarized the House and Senate proposals for the Tax Cuts and Jobs Act ( including Action Steps relating to your year-end tax planning.  Since then, the House and Senate reconciled a final tax bill and, as of yesterday, the bill has been approved by Congress.  Below are the details of the final bill. [...]

Year-End Tax Reform Planning

By | 2018-03-16T01:48:55+00:00 December 12th, 2017|Categories: Single Point of View|Tags: , , |

Given the passage in both the House and Senate of the Tax Cuts and Jobs Act, the stakes for year-end tax planning are higher than usual.  We do not know what final legislation will look like when it comes out of reconciliation but there are themes in the House and Senate tax bills that give us [...]

The Conversation Project

By | 2018-03-16T03:25:01+00:00 November 22nd, 2017|Categories: Single Point of View|Tags: |

Many of us will be enjoying the next few days surrounded by family and friends.  I'm thankful to have this time to spend with mine.  There will be conversations about kids, sports, work, and I'm guessing in many houses in America, politics (hoping to avoid the last one at our Thanksgiving dinner). There is another [...]

Roll-Back Your IRA?!

By | 2018-03-16T03:27:41+00:00 November 8th, 2017|Categories: Single Point of View|Tags: , , |

A quick Google search yields HUNDREDS of articles explaining why you should roll a 401(k) to an IRA – but as our Chief Investment Officer, Rene, alluded to in his recent post “The Twisted Logic of IRA Rollovers”, there may be reasons to keep retirement assets in an employer sponsored qualified plan (401(k), 403(b), etc.) or [...]