News and Updates
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 […]
CD Interest Rates Forecast: Will CD Rates Go Up In 2025?
Full Article Link: Forbes Advisor – CD Interest Rates Forecast: Will CD Rates Go Up In 2025? Quote from Stephan Shipe“If rate cuts begin, CD yields will follow. That expectation […]
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
“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 […]
What’s Next?
Use the link below to fill out a form and receive a complimentary personalized proposal for your financial plan.