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. Maura Healey released a $750MM tax reform plan for the state of Massachusetts. Among the notable proposals: [...]
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 [...]
Editor’s Note: If you don’t recognize Carlos’ name yet, you will soon. Carlos Quintanilla is the newest addition to the SPP team. Most of you know Susan Snyder who basically makes sure everything gets done around here – well, we’ve finally got Susan some help in that, welcome Carlos (you can learn a bit more [...]
My Introduction to Star Trek After we’ve put the baby to bed at night and set tomorrow’s coffee to brew, my husband and I watch Star Trek: The Next Generation. He was raised on Star Trek, I was not. Watching it for the first time, I am struck by how timeless it is, and [...]
What are the qualities that make a great financial planner? Quite frankly, the technical skills needed to analyze and provide impactful advice are mere table stakes. Empathy: It's hard to imagine someone being effective in any "helping-based" career without the ability to understand and share the feelings of others. Curiosity: The instinct to ask great [...]
Over 40 million Americans have filed for unemployment during the pandemic. If that includes you, what should you be aware of to avoid any surprises? Seth and I discuss this in episode #5 of Behind the Curtain.
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 [...]
