News and Updates
9 Financial Pros Share Their Secrets to Successfully Taking RMDs — and Minimizing Taxes While Doing It
Full Article Link: MarketWatch – 9 Financial Pros Share Their Secrets to Successfully Taking RMDs Quote from Stephan Shipe “Required minimum distributions are one of the most nuanced areas of […]
Should You Join a Private Club? 5 Steps to Make the Call
Listener Question:We were recently invited to apply for a private social club in New York. My wife is especially excited, but we’re trying to be thoughtful before saying yes. The […]
$10,000 CD vs. $10,000 High-Yield Savings Account: What Experts Recommend Now
Full Article Link: CBS News – $10,000 CD vs. $10,000 High-Yield Savings Account: What Experts Recommend Now Quote from Stephan Shipe “There is a slightly higher expected return on CDs […]
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 […]
What’s Next?
Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.