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Home » Archives for November 2018
 College Cost Data Released by College Board for 2018-2019
By Stephen Kyle
In Education, News
Posted November 19, 2018

College Cost Data Released by College Board for 2018-2019

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 [...]

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 Using Home Equity for Down Payment on a Second Home
By Stephen Kyle
In Cash Flow & Spending, Credit & Debt, News
Posted November 15, 2018

Using Home Equity for Down Payment on a Second Home

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 [...]

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 Recent Market Volatility
By Stephen Kyle
In Investments, News
Posted November 7, 2018

Recent Market Volatility

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 [...]

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 The Margin of Safety Quarterly Fall 2018
By Stephen Kyle
In Client Bulletins, News
Posted November 5, 2018

The Margin of Safety Quarterly Fall 2018

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 [...]

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