News and Updates

June 25, 2025

Thinking About Impact Investing? Here’s What to Know Before You Start

Here’s a question we’ve been hearing a lot lately:“We’re interested in impact investing. What do we need to consider when picking funds to add to our portfolio?” It’s a big […]

June 24, 2025

Think Your Retirement Plans Are Solid? Stress Test Them First

Full Article Link: Nasdaq – Think Your Retirement Plans Are Solid? Stress Test Them First Quote from Stephan Shipe“The closer you are to retirement, the less impact each additional dollar […]

June 23, 2025

Financial Independence: What It Means and How To Achieve It

Full Article Link: Yahoo Finance – Financial Independence: What It Means and How To Achieve It Quote from Stephan Shipe“Financial independence means having the freedom to make life decisions without […]

June 23, 2025

Planning When Plans Shift: Inflation, Impact Investing, and Helping Others Catch Up

This week on the Scholar Advising Podcast, we’re tackling three thoughtful listener questions—each one focused on what to do when your plan, or someone else’s, needs a reset. We start […]

June 20, 2025

Should You Max Out a Deferred Compensation Plan? It Depends.

“I’ve been offered deferred compensation from my employer post-promotion. Should I max this out and wait to pull it in retirement?” At first glance, a deferred compensation plan can sound […]

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