Our latest POSTS
Podcast: Wealth Concentration to Weekend Plans: Retirement Prep and Financial Literacy for Heirs
What happens when your net worth is concentrated in a single asset—like a family business—and you want to diversify without triggering a big tax bill? In this episode, we talk […]
Thinking About Investing in Private Equity With Friends? Read This First.
This post is adapted from a recent episode of the Scholar Financial Advising podcast. Listen here for the full discussion. A listener recently asked: “We want to start investing in […]
3 reasons to pursue credit card debt forgiveness this June, according to experts.
Full Article: 3 reasons to pursue credit card debt forgiveness this June, according to experts Credit card debt remains a serious financial burden for many Americans — even as inflation […]
Dollar Cost Averaging: A Smart Way to Re-Enter the Market?
This article is adapted from a recent episode of the Scholar Financial Advising podcast. Listen here to hear the full discussion. A listener asked: “I keep a large portion of […]
Podcast: Corporate Cash, Market Timing, and Private Equity: Diversification Strategies for High Earners
Sitting on cash, whether in a corporate account or on the sidelines of the market, can feel safe, but is there a more strategic move? In this episode, we chat […]
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