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.
Updated: Potential Resources
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 we have projected that [...]
Elevator Rides
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 down when times are [...]
Introducing Michelle Lum!
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 getting to know her [...]
Reflecting Back & Looking Forward
We're trying a little different format for our annual State of SPP letter. Hope you enjoy this quick video.
RJ’s Commentary January 2020
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 since the drone strike [...]
Tax Code Changes…Again!
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 of the components to [...]