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.
Boston Business Journal Profile: Rene Jarquin
We are very proud to see this profile of Rene Jarquin and SPP in this week's Boston Business Journal. Hope you enjoy reading about him. Outside the Box: Rene Jarquin builds social capital in wealth management Single Point Partners CIO says know the clients you are working for Nov 3, 2017, 6:00am EDT W. MARC BERNSAU Rene Jarquin, chief investment [...]
The Twisted Logic of IRA-Rollovers
Rolling your 401(k) or 403(b) retirement balance into a broker's 'managed IRA' program is too often the wrong choice done for the wrong reasons. 'Financial Advisors' will justify the roll-over based on claims of broader choice, greater control and simplification at no extra cost. More often than not, these arguments are based on incomplete disclosures of costs/benefits; and in some [...]
Health Insurance Renewal Season Notification
Fall marks the start of health insurance renewal season for most. If you are a client, we will be reaching out to you directly to assist you in evaluating the various plan options available to you to identify the best solution for you and your family given how your circumstances have changed over the past year. In the meantime, we [...]
Seth Corkin – My Personal Story
I believe traditional wealth management is broken – but I have a vision for the future standard of financial advice, and I am incredibly lucky to have found two partners who share that vision. Before I tell you how and why I joined Single Point, let me tell you a little about how I found my passion for financial planning. [...]
Seth Corkin – My Personal Story
I believe traditional wealth management is broken – but I have a vision for the future standard of financial advice, and I am incredibly lucky to have found two partners who share that vision. Before I tell you how and why I joined Single Point, let me tell you a little about how I found my passion for financial planning. [...]
Equifax Security Breach – What to do?!
Equifax – one of the three primary credit bureaus – announced last Thursday, September 7th, that they were the victims of a massive cyber-attack spanning from May – July 2017. While cyber-attacks have unfortunately become more common in recent years, this attack is particularly notable as it is considered the largest breach of consumer data in US history, impacting approximately [...]