News and Updates
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 […]
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 […]
Should You Buy a Luxury Vacation Home as an Investment?
This post is adapted from a recent episode of the Scholar Financial Advising podcast. Listen here to get the full conversation. A listener asked: “My spouse wants to buy a […]
How Doctors Can Reduce Taxes While Saving for Retirement
This article is based on a recent episode of the Scholar Financial Advising podcast. Listen here for the full discussion. “We’re both doctors with a high combined income—how can we […]
From Startup Exits to Luxury Properties: High-Income Tax Planning and Wealth Strategies
Managing wealth after a big payout or a high-earning career isn’t always straightforward. In this episode, we chat through real scenarios from tech founders and medical professionals who are facing […]
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