News and Updates
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 […]
Stock Market Stays Strong Despite Wider Economic Uncertainty
Full Article Link: MSN – Stock Market Stays Strong Despite Wider Economic Uncertainty Quote from Stephan Shipe“What we’re seeing is that people are taking [tariff deadlines] into account and say, […]
Turning the Page: Building Wealth After Medical School Debt
We just paid off our student loans. What should we focus on now? That was the question from a dual physician couple in their late thirties—both earning in the mid […]
The Real Value of a Million Dollars: Divorce and Asset Division
A divorce attorney asks:In North Carolina, all assets tend to be treated equally in court—whether that’s a house, retirement account, or pile of cash. But in reality, those assets have […]
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.