News and Updates
The Art of Balancing: Liquidity Events, Lifestyle Choices, and Financial Freedom
Transcript IntroStephan Shipe:Welcome back to the Scholar Advising Podcast. In today’s episode, we’re digging into a few complex choices that can have a lasting impact on your wealth and lifestyle. […]
10b5-1 Plans: Timing Your Diversification Strategy
Listener Question:I’m an exec at a large tech company with about 50% of my net worth in company stock. The stock has done very well, and I’m planning to retire […]
US Stock Market Hot Streak Defies Economic Slowdown Signals
Full Article Link: S&P Global – US Stock Market Hot Streak Defies Economic Slowdown Signals “Investors are projecting major efficiency gains and cost cutting from AI adoption, which could boost […]
When the College Fund Is Covered—What’s Next for Our Kids’ Future?
“We’ve been putting $12,000 into each of our two kids’ 529 accounts for a few years. The balance is now $90,000, and they have 7 to 9 years before college. […]
Already Hit Your 401(k) Limit in 2025? Here’s What To Do Next
Full Article Link: Kiplinger – Already Hit Your 401(k) Limit in 2025? Here’s What To Do Next “The problem with only sheltering money in Roths, HSAs, and other tax-advantaged accounts […]
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