Single Point of View2020-08-21T04:32:44+00:00

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.

Will I really get that low of a mortgage rate?

Have you been noticing all the ads and articles on the "historically low" mortgage rates?  In this quick video, Rene helps us understand what these "headline" rates may really mean for you!

By |August 27th, 2020|Categories: Lending, Single Point of View|Tags: , , |Comments Off on Will I really get that low of a mortgage rate?

Kids Heading Back to College? Here’s One Document You Should Have

The entire country is trying to figure out how to open up schools, while some colleges will be doing remote learning many others are welcoming students back to campus.  If you have a child heading back to college this fall the below post from our friends at Squillace & Associates, P.C. is for you. Scott and his team outline [...]

By |August 20th, 2020|Categories: Estate Planning, Single Point of View|Tags: , , |Comments Off on Kids Heading Back to College? Here’s One Document You Should Have

How the $?#! do I fill in my W-4???

Were you surprised by your tax bill the past couple of years? It's possible that is due to changes in the way taxes are now being calculated to be withheld from your paycheck. In this Single Point of View, Seth deciphers the new W-4 form and provides some tips on how to complete it. [...]

By |August 13th, 2020|Categories: General Planning, Single Point of View, Tax Planning|Tags: , |Comments Off on How the $?#! do I fill in my W-4???

Should I change my portfolio before the election?

One of the most common questions we are getting these days, no matter what your political leanings are, is about the impact of the upcoming Presidential Election on portfolios. Rene gives his words of wisdom on the subject with a little bit of history for context. We're not in the business of making short term market predictions. Rene outlines [...]

By |July 30th, 2020|Categories: Investment Planning, Single Point of View|Tags: , |Comments Off on Should I change my portfolio before the election?

Should I Bother Owning Small Company Stocks?

The headlines will tell you that the stock market has recovered from its low point in March.  However, small-cap & mid-cap stock indexes have lagged behind large-cap companies in 2020.  So, what's the benefit of owning these smaller companies as part of a diversified portfolio? As always, Rene helps put it all in context. [...]

By |July 23rd, 2020|Categories: Investment Planning, Single Point of View|Tags: , |Comments Off on Should I Bother Owning Small Company Stocks?