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The College Board has released college cost data for the 2018-2019 school year in its annual Trends in College Pricing report. We work with clients to incorporate into their financial plan how to [...]

We have included below a recent article from Lending Tree on using home equity to purchase a second home. We have helped a number of clients think through the advantages and disadvantages of a [...]

The recent stock market volatility investors experienced over the past month is a good reminder that investing comes with risk. It’s important to put recent events into a broader context. If [...]

Third Quarter 2018 Key Takeaways Larger cap US stocks hit new highs in late September and gained 7.7% for the quarter, while smaller-cap US stocks gained 3.6% However, since September 30 through [...]