News and Updates

Full Article Link: Realtor.com – We Asked AI How Much Is Needed To Buy a First Home and Fact-Checked It With Financial Experts Quote from Stephan Shipe“Buying a home often […]

This week on the Scholar Advising Podcast, we’re tackling three client questions about managing wealth for the next generation and preparing for future tax changes. First, we look at how […]

“We created our financial plan assuming inflation would cool down. Should we rethink our numbers if it doesn’t?” Where We Stand Now While recent inflation numbers show that inflation has […]

Full Article Link: New York Post – Still Living With Your Parents? You’re Probably Bad at This, Study Warns “Money amplifies behavior. If someone already has good habits, a little […]

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 […]