News and Updates
4 Wealth Transfer Strategies Most People Learn About Too Late
Full Article Link: Nasdaq – 4 Wealth Transfer Strategies Most People Learn About Too Late “A lot of financial damage happens not because the documents were wrong, but because the […]
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 […]
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