Seth is back with this year's first 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. Ben Carlson, an investment professional and author of the fantastic blog “A Wealth of [...]
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. Included in the Omnibus spending bill that the Senate passed earlier this month was the SECURE Act [...]
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. A recent Morningstar study found that investors earned ~9.3%/year in mutual funds and ETFs over a decade [...]
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. Editor's note: This blog post was supposed to go live last month.. but I forgot to set the [...]
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 [...]
We all know that when you sell a stock you pay a tax on the profit (the difference between what you paid for it, and, what you sold it for). This is referred to as a capital gain. The same principal holds true for the sale of a property, be it an investment property or your [...]
