Our latest POSTS

July 10, 2025

Set It and Rebalance: Why Timing Isn’t Everything

A listener asked:“How often should I review or rebalance my portfolio in this kind of market?” It’s a fair question, especially after the rollercoaster markets of the past year. Between […]

July 9, 2025

Why Hasn’t the Fed Lowered Interest Rates Yet?

“Inflation seems steady. Why hasn’t the Fed started cutting rates?” It’s a common question right now, and a reasonable one. With inflation cooling from the highs of 2022, many people […]

July 7, 2025

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 […]

July 7, 2025

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, […]

July 3, 2025

Planning Before a Potential IPO

“We own stock in a private tech company that might IPO next year. What should we be thinking about now for taxes?” This is a good situation to be in—and […]

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