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.
For the past year, SPP has been incubating a new financial technology, Knudge (www.knudge.com). The idea for Knudge was born out of the work we do for you, our clients, here at Single Point. In addition to the Planning, Strategy, & Advice, a huge part of our role as your Personal CFO is to act as your accountability partner. [...]
I know, just when you were getting used to me being a member of Single Point and the unique spelling of my last name… I’m changing it! I’ve decided to take my husband’s last name (and move up one spot in the alphabet) so we wanted to make you aware that you will start seeing Mary Ballegeer in lieu [...]
Capital One announced a data breach yesterday, which is estimated to impact approximately 100 million individuals. Customer data, including credit scores, contact information and in some cases, social security numbers and bank accounts were compromised for their customers or people who applied for credit card products from Capital One. More information on the breach can be found here: https://www.capitalone.com/facts2019/ https://www.cnn.com/2019/07/30/tech/data-breach-capital-one-hack/index.html [...]
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!
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!
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 [...]