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.

What’s New(s)? with Seth: August 2021

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 interesting or fun.  Legislation has been introduced in the senate to eliminate the beneficial tax treatment of carried interest. Private equity managers use the [...]

By |August 27th, 2021|Categories: Single Point of View, What's New(s)?|Comments Off on What’s New(s)? with Seth: August 2021

What’s New(s) with Seth? July(ish) 2021

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 interesting or fun.  [...]

By |August 3rd, 2021|Categories: Uncategorized|Comments Off on What’s New(s) with Seth? July(ish) 2021

RJ Takes on Inflation

The popular headline of the week/month is inflation. We haven't seen inflation (or defaltion) in the news this much since it was Tom Brady driving the headlines. Rene gives us a history lesson on inflation and outlines what is drivng the current spike and what we're thinking about/paying attention to looking forward.

By |July 16th, 2021|Categories: Investment Planning, Single Point of View|Tags: |Comments Off on RJ Takes on Inflation

What’s New(s) with Seth? June 2021

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 interesting or fun.  The passive investing behemoth Vanguard is going to begin offering private equity investments for self-directed clients that are qualified purchasers and [...]

By |June 24th, 2021|Categories: Investment Planning, Single Point of View, Tax Planning, What's New(s)?|Tags: , , |Comments Off on What’s New(s) with Seth? June 2021

Shiny Objects…

Shiny Objects, Cocktail Parties, and Short Cuts: Why Is It So Hard to Be an Index Investor? By: Bob Dockendorff We’ve all heard the compelling case for an index-tracking investment strategy.  While some investment managers grasp at straws to justify the high fees and underperformance of active management—it’s not often that I hear a genuine unconflicted disagreement with index investing.  With almost fifty years of index fund performance, [...]

By |June 18th, 2021|Categories: General Planning, Investment Planning, Single Point of View|Tags: |Comments Off on Shiny Objects…

Welcome (officially) Cassie Anton!

This month we officially welcome Cassie Anton to the SPP Team. Cassie is likely a familiar face to some of you as she has been working with us for the past year while she finished her undergraduate degree at Virginia Tech with a focus in financial planning. We are very excited to now welcome her on full-time as our [...]

By |June 15th, 2021|Categories: Single Point of View|Tags: |Comments Off on Welcome (officially) Cassie Anton!