Oftentimes as Financial Planners, we can get caught up in the numbers and deeper analysis of financial concepts for our clients. As helpful as this is, there’s another component to helping you feel comfortable and confident around your money: working through your relationship with it. Recently I was featured in an ‘Ask the Experts’ column [...]
Ok, we know it is technically August already. But it is summer so we're just running a little slower around here. 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 [...]
Please join us in wishing our friend, partner and the greatest Chief Investment Officer in the world, Rene Jarquin, a happy 50th Birthday. Hope you enjoy this quick video we put together.
We wanted to say thank you to Emily Green for her 3 plus years with us. Emily has been with us since the inception of Single Point. Among many other roles, she designed the look and feel of our company's brand from our website to brochures, etc. Emily will be greatly missed. However, we are very [...]
November 13 – Bulldog ConnectionBryant alumnus and former lacrosse player Tim Duffany ’06 networks with current student-athletes as part of the Bulldog Connection program that brings former athletes to campus to mentor current athletes. If you are a former varsity athlete, plan to join us for the spring program on April 6, 2013. Legendary American football coach Vince Lombardi said, [...]
