News and Updates

July 30, 2025

Should You Give More to a Child Who Needs More?

“One of my kids needs a lot more financial help than the other just because of her career and life choices. What kind of options do I have and how […]

July 29, 2025

Top Money Managers Warned of Stagflation. Then They Kept Investing. Should You?

Full Article Link: Quartz – Top Money Managers Warned of Stagflation. Then They Kept Investing. Should You? “The reality is, money managers are paid to invest, not to sit on […]

July 28, 2025

4 Wealth Transfer Strategies Most People Learn About Too Late

Full Article Link: Nasdaq – 4 Wealth Transfer Strategies Most People Learn About Too Late “A lot of financial damage happens not because the documents were wrong, but because the […]

July 28, 2025

Fractional Jets, Option Exercises, and Estate Fairness: Financial Planning at the Next Level

Transcript IntroStephan Shipe:Welcome back to the Scholar Advising Podcast. Today we’re answering questions about private jets, stock options, and estate planning. We’ll break down what to consider when deciding between […]

July 27, 2025

I’m an Economist: The No. 1 Economic Indicator I Rely On

Full Article Link: Yahoo Finance – I’m an Economist: The No. 1 Economic Indicator I Rely On “Prices don’t lie. If costs are rising, you have to explain why. It’s […]

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