News and Updates
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 […]
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 […]
LLCs, Interest Rates, and Rebalancing: Smart Moves in a Shifting Market
Thinking about launching a solo consulting business? We kick off this episode with a listener question about whether to choose a sole proprietorship or LLC—and how that decision affects taxes, […]
Planning Before a Potential IPO
“We own stock in a private tech company that might IPO next year. What should we be thinking about now for taxes?” This is a good situation to be in—and […]
Why 1 in 5 Young Adults Trust “Fake It Till You Make It” — And Why That Mindset Can Hurt Your Finances
Full Article Link: Investopedia – Why 1 in 5 Young Adults Trust in “Fake It Till You Make It” Quote from Stephan Shipe“I always tell clients that money just amplifies […]
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