This month we officially welcome Cassie Anton to the SPP Team. Cassie is likely a familiar face to some of you as she has been working with us for the past year while she finished her undergraduate degree at Virginia Tech with a focus in financial planning. We are very excited to now welcome her [...]
I'd say Seth's expression here pretty much sums it up. :) It's been a little while since our last Behind The Curtain video. Today, Seth and I were chatting about how we approach clients when we notice a mistake on their tax return.
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. President Biden proposed The American Families Plan which has some major income and estate tax implications. [...]
Ok, I “borrowed” that headline from a recent CityWire piece I was featured in on financial planners incorporating behavioral finance into their client relationships. Since in an article your comments are limited to quick quotes, I thought I would expand a bit on our beliefs at SPP on the topic. I think a lot of [...]
One quality we've noticed a lot of our clients share is a great curiosity. We're often asked about what we are seeing, reading and paying attention to. So, our own Seth Corkin has started collecting the most interesting articles he's coming across to share them with you in his new blog series, "What's New(s)?". Seth [...]
What are the qualities that make a great financial planner? Quite frankly, the technical skills needed to analyze and provide impactful advice are mere table stakes. Empathy: It's hard to imagine someone being effective in any "helping-based" career without the ability to understand and share the feelings of others. Curiosity: The instinct to ask great [...]
Rene discusses the recent run-up in Bitcoin and SPPs general view on crypto-currency for our clients. He's spent a lot of time researching and learning about crypto, and the role certain investors see for it in portfolios. We'll continue to monitor the role for our clients with an open and inquisitive mind. [...]
Health Savings Accounts (HSAs) are the (not so new) cool account in town! It is like a Roth IRA, but for healthcare expenses. You can open and contribute to an HSA if you are enrolled in an eligible high-deductible health insurance plan. The amount you can contribute is capped each year, but any contributions grow [...]
Ever wonder how Santa funds his operation? Does he have any plans to retire? Does he have to file millions of gift tax returns? In our biggest ever interview on BTC, we sit down with Santa to discuss his financial planning. The kids got a little face time with the big man [...]
I'm typically skeptical of recognition in our industry. Mainly because I know the behind the scenes of most of these "Top Advisors Award blah blah blah" we see from some industry publications. At first glance the criteria for what makes someone a "top advisor" is never very clear. You'll notice if you dig a [...]
