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.
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.
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 [...]
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, [...]
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 [...]
A mistake on your tax return, now what?
I'd say Seth's expression here pretty much sums it up. 🙂 It's been a little while since our last Behind The Curtain video. Today, Seth and I were chatting about how we approach clients when we notice a mistake on their tax return.
What’s New(s)? with Seth: May 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. President Biden proposed The American Families Plan which has some major income and estate tax implications. For income taxes, it [...]