News and Updates
Best Mining and Metals ETFs to Buy in 2026
Full Article Link: https://www.the-independent.com/us/money/retirement-purchases-regrets-finance-b2922226.html Quote from Evan Mills “Silver kind of sits in between, where it has that hybrid of precious metal and industrial metal exposure.”— Evan Mills, Financial Advising […]
When a Real Estate Syndication Is Not Performing
One of the most common questions I am hearing right now, from clients and from our podcast listeners, goes something like this. “We invested in a real estate syndication a […]
Having the Estate Planning Conversation With an Aging Parent
Losing a parent is hard enough. Having to turn around and have a practical, money-focused conversation with the surviving parent about what comes next can feel impossible. But this is […]
Mortgages, Trusts, Hedge Funds, and More: Live Q&A from Our Annual Conference
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, we’re bringing you a special episode, a little different than our usual format. Last week, about 60 […]
Stacking a Cash Balance Plan on Top of a Solo 401(k)
For high-earning consultants who have already maxed out their solo 401(k), the next question that tends to come up is whether to add a cash balance plan on top. The […]
What’s Next?
Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.