News and Updates
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 […]
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 […]
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 […]
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 […]
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 […]
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.