News and Updates

July 14, 2025

Equity, Exit Plans, and Expensive Zip Codes: Wealth Strategy in Real Life

Thinking about buying a rental property or vacation home? We start this episode with a listener question on whether real estate still makes sense in today’s market. We walk through […]

July 10, 2025

Set It and Rebalance: Why Timing Isn’t Everything

A listener asked:“How often should I review or rebalance my portfolio in this kind of market?” It’s a fair question, especially after the rollercoaster markets of the past year. Between […]

July 9, 2025

Why Hasn’t the Fed Lowered Interest Rates Yet?

“Inflation seems steady. Why hasn’t the Fed started cutting rates?” It’s a common question right now, and a reasonable one. With inflation cooling from the highs of 2022, many people […]

July 8, 2025

CD Interest Rates Forecast: Will CD Rates Go Up In 2025?

Full Article Link: Forbes Advisor – CD Interest Rates Forecast: Will CD Rates Go Up In 2025? Quote from Stephan Shipe“If rate cuts begin, CD yields will follow. That expectation […]

July 7, 2025

NEWSLETTER – 2025 Q2

Q2 Newsletter: Markets, Legislation, and Lessons in Agility News and Updates From Scholar Financial Advising Second Quarter 2025 Advisor Desk The second quarter of 2025 reminded us that markets can […]

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.