Year-round decision & operational support of your family’s financial responsibilities delivered by your Personal CFO
Joined February 2012
- Tweets 313
- Following 152
- Followers 91
- Likes 45
38 Photos and videos
15 Jul 2024
Concentrating on concentration...
Single Point's @Rene_SPP addresses the run up in the Magnificent Seven stocks and what to do about it as an investor in his latest video.
spcfo.com/effect-of-the-magn…
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6 Apr 2023
Accepted to college? Great!
But, should you appeal your financial aid offer? College Aid Pro wrote a great article highlighting the process and providing some awesome tips for writing an appeal letter.
spcfo.com/how-to-write-a-let…
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SinglePointPartners retweeted
31 Mar 2022
Pretty excited to share this from our colleague Meghan Dwyer. We’ve got an amazing team doing some cool stuff so we don’t want to keep it a secret.
spcfo.com/how-to-embrace-emo…
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4 Nov 2021
Are you SPPs next Personal CFO (aka Lead Financial Planner)?
Check out this opportunity and feel free to share with anyone you think might be interested in connecting with us!
spcfo.com/careers/
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8 Oct 2021
Do you know a teacher, nurse, government employee or employee of a non-profit with student loans? If so, they will want to be aware of the changes made this week to the Public Service Loan Forgiveness Program.
spcfo.com/changes-to-public-…
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1 Oct 2021
In this video, Professor Rene helps us understand why sometimes the markets seem to be very high given all the bad news on the front page of the paper. In short, its the profits!
spcfo.com/why-is-the-market-…
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23 Sep 2021
Want to know what's new with @Seth_SPP?
Quick peek: a tax hike, changes to Medicare & Social Security & @WalkerAntoine8
spcfo.com/whats-news-with-se…
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16 Sep 2021
If you have kids who are dependents on your tax return, you may be wondering why you started receiving checks in the mail (or direct deposits to your bank) from the IRS in July.
Do you qualify? How much should you get? Should you take the money?
spcfo.com/child-tax-credit-w…
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9 Sep 2021
SPP is excited to welcome our newest Planning Analyst, Abraham Kirby-Galen!
spcfo.com/welcome-abraham-ki…
3 Aug 2021
Ok, we know it is technically August already. But it is summer so we're just running a little slower around here. Seth is back with another installment of “What’s New(s)?” highlighting the topics that he’s following closely this month.
spcfo.com/whats-news-with-se…
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16 Jul 2021
The popular headline of the week/month is inflation. In this SPoV 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.
spcfo.com/rj-takes-on-inflat…
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24 Jun 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.
spcfo.com/whats-news-with-se…
18 Jun 2021
Shiny Objects, Cocktail Parties, and Short Cuts: Why Is It So Hard to Be an Index Investor?
spcfo.com/shiny-objects/
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SinglePointPartners retweeted
28 May 2021
I'd say @seth_spp 's expression here pretty much sums it up. 🤣
A mistake on your tax return, now what? spcfo.com/a-mistake-on-your-…
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7 May 2021
If you are interested in developing your skills in both the art, and science of financial planning in a supportive, collaborative team environment (with none of the typical expectations of being a salesperson instead of a giver of advice), Single Point may be the place for you.
7 May 2021
Help(ers) Wanted!
We're adding to the team at SPP.
Interested in developing your skills in both the art, and science of financial planning? @spcfo may be the place for you.
Learn more about the role, responsibilities, comp & our PCFO Career Path here:
spcfo.com/careers/
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30 Apr 2021
As a planning firm though, investments are only one piece of the overall puzzle in your financial life – and behavioral finance is really embedded in our process across the entire relationship.
#BehavioralFinance
Oh, Behave! spcfo.com/oh-behave/
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7 Apr 2021
One quality we’ve noticed a lot of our clients share is a great curiosity. We’re often asked about what we are seeing, reading and paying attention to. So, our own Seth Corkin has started collecting the most interesting articles he’s coming across to sh
spcfo.com/whats-news-with-se…
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