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.
RJ Commentary July 2019
We're happy to bring you our quick quarterly markets update video from our CIO, Rene Jarquin. We urge you to please take part in the very important survey below as well!
Happy Father’s Day!
Pretty cool to get to share a story about my dad in this article. He's one of those guys that is always looking for ways to use his talents to help other people - looking for nothing in return. I hope a little bit of that rubs off on me. Happy Father's Day!
A Messy Conversation About Prenups
What happens when a romantic realist marries a hopeless romantic? A messy conversation about prenups. The topics of money, death and divorce are each hard enough to discuss on their own and a prenup is a triple whammy of all three. At once. During what is supposed to be one of the most romantic times of your life- your [...]
What You Should Know About The SECURE Act
We haven’t heard the term “bipartisan support” used too frequently as of late. However, the “Setting Every Community Up for Retirement Enhancement Act of 2019” (aka the SECURE Act) seems to be an exception to the rule. The SECURE Act was passed by the House of Representatives almost unanimously (417-3 in favor). At its very core, the SECURE Act [...]
SPP Welcomes Martin Shore
The Single Point team continues to expand. One of the most rewarding things for me personally is seeing the extremely high caliber of people we have been able to add to our group. It says a lot about our current team and our approach to working with families that we are attracting such talent. In getting to know Martin over [...]
Almost Famous
I feel so fortunate to be surrounded by such a smart and talented team at Single Point. Each day, I get to witness firsthand what an exceptional planner Seth Corkin is, it is great that the rest of the financial planning world is able to get a little glimpse. I want to share with you that he is featured in [...]