"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 [...]
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 [...]
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! [...]
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 [...]
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 [...]
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 [...]
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 [...]
We're trying a little different format for our annual State of SPP letter. Hope you enjoy this quick video.
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 [...]
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 [...]
