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NEWSLETTER – 2025 Q2
Q2 Newsletter: Markets, Legislation, and Lessons in Agility News and Updates From Scholar Financial Advising Second Quarter 2025 Advisor Desk The second quarter of 2025 reminded us that markets can […]
LLCs, Interest Rates, and Rebalancing: Smart Moves in a Shifting Market
Thinking about launching a solo consulting business? We kick off this episode with a listener question about whether to choose a sole proprietorship or LLC—and how that decision affects taxes, […]
Planning Before a Potential IPO
This post is adapted from a recent episode of the Scholar Financial Advising podcast. Listen here for the full discussion. A listener asked:“We own stock in a private tech company […]
Will an Irrevocable Trust Lock In Today’s Estate Tax Exemption?
This post is adapted from a recent episode of the Scholar Financial Advising podcast. Listen here for the full discussion. A listener asked:“We’re considering setting up an irrevocable trust now […]
Estate Planning in Motion: Trust Strategies, IPO Tax Prep, and Smarter Umbrella Insurance
This week on the Scholar Advising Podcast, we’re tackling three client questions about managing wealth for the next generation and preparing for future tax changes. First, we look at how […]
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