Single Point of View
Single Point of View is our way to occasionally share planning ideas relating to personal finance. Our goal is to pass along concepts that you may not be exposed to on a daily basis.
Should You Connect Your Bank Account to AI?
You can't blink these days without seeing another article or discussion about artificial intelligence. There's certainly no shortage of places to learn about AI, and we're not looking to constantly add to all that noise. But in our role as Personal CFOs to our clients, there is one development we've been paying attention to that we thought was worth [...]
My Evolving Thinking on Trump Accounts
By Abraham Kirby-Galen, Personal CFO at Single Point Partners If you had asked me a few weeks ago whether it was worth opening a Trump Account for a minor child, my answer likely would have led to a broader conversation about your goals for supporting your child/children financially. In most cases, that conversation would probably have ended with a [...]
Market Insights: Navigating Current Economic Challenges and Opportunities
As the first quarter of 2026 comes to a close, market volatility is back in focus. Geopolitical tensions in the Middle East, rising oil prices, and higher interest rates are creating short‑term uncertainty for investors. In this March 2026 market update, Single Point CIO Rene Jarquin explains what’s driving recent stock and bond market moves. He also shares why [...]
The Right Financial Tires For Your Financial Journey
One of the hallmarks of being a “finance geek” is that you see comparisons to finance everywhere in your everyday life. This is a blessing for those of us who enjoy similes, a curse for those who spend their lives around us listening to these similes. The winter thus far has been brutal for much of the country (even [...]
The Physics of Personal Investing
A Physics Lens on Market Fear In physics, the world is governed by forces—predictable relationships that describe how objects respond to change. One of the most fundamental is Newton’s Second Law: Force = mass × acceleration. It tells us that the impact an object feels is not only a function of the change around it, but also of the [...]
Giving as a Way of Living
As the season of gratitude approaches, we’re reminded that giving isn’t confined to a single day, a donation drive, or a line item on a budget. True generosity — the kind that strengthens communities and enriches our lives — is a way of living. In a recent episode of Money Isn’t Scary, our colleague Meghan Dwyer sat down with [...]