Our latest POSTS

May 26, 2025

Podcast: Corporate Cash, Market Timing, and Private Equity: Diversification Strategies for High Earners

Sitting on cash, whether in a corporate account or on the sidelines of the market, can feel safe, but is there a more strategic move? In this episode, we chat […]

May 23, 2025

Should You Buy a Luxury Vacation Home as an Investment?

This post is adapted from a recent episode of the Scholar Financial Advising podcast. Listen here to get the full conversation. A listener asked: “My spouse wants to buy a […]

May 21, 2025

How Doctors Can Reduce Taxes While Saving for Retirement

This article is based on a recent episode of the Scholar Financial Advising podcast. Listen here for the full discussion. “We’re both doctors with a high combined income—how can we […]

May 19, 2025

Podcast: From Startup Exits to Luxury Properties: High-Income Tax Planning and Wealth Strategies

Managing wealth after a big payout or a high-earning career isn’t always straightforward. In this episode, we chat through real scenarios from tech founders and medical professionals who are facing […]

May 14, 2025

How much gold should I buy each year? Here’s what experts say.

Full Article: How much gold should I buy each year? Here’s what experts say. Interest in gold has jumped substantially in recent years, as its recent price jumps can attest […]

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