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.
How to Embrace Emotional Spending
Did you know our Personal CFO, Meghan Dwyer, hosts her own podcast? Money Isn't Scary is a podcast designed to help you take an honest look at the thoughts and emotions behind your relationship with money. I’m Meghan, a mom of 2 young boys, a financial planner, and emotional spender. Despite being a financial planner, I’ve never truly felt [...]
Ukraine Humanitarian Relief
It’s difficult to turn on the news these days without seeing the crisis in Ukraine unfold. We’ve had several clients reach-out with interest in supporting relief efforts in Ukraine and accordingly wanted to send out a message with some resources if you are considering donating. Fidelity Charitable has produced a page on their website to highlight several approved charities [...]
Welcome Alexa Fattore!
In financial planning it is so important to understand the "why" behind our decisions. At SPP we have tried to be very intentional with the growth of the firm and not simply allow growth to drive our direction. In our own business planning we have started with that same question when we have asked as a company if we [...]
What’s New(s) with Seth: January 2022
Wait, wasn’t the last “monthly” What’s New(s) with Seth in September? What happened to Q4? Little known fact about our PCFOs, there are only 10 months in their year because Oct/Nov/Dec are all combined into one long month we call “Year-End Planning”. They spend this time laser focused on making sure no stone is unturned for any planning opportunities [...]
Prof. Rene’s Market Update
We are officially in a stock market "correction". Professor Rene is here to share some perspective on what is driving the current drop in stocks and revisit the SPP playbook for times like this. As always, we're here if you have any questions. - Shaun
team noun 1: a number of persons associated together in work or activity: such as a: a group on one side (as in football or a debate) b: CREW, GANG Apologies if we were a little slow in replying to any of you this morning. Last night, the entire Single Point Team came together for the first [...]