Our latest POSTS
Newsletter – 2023 Q3
Third Quarter – 2023 There are a variety of links and SFA updates below for you to dig into.As always, feel free to reach out if you have any questions […]
Newsletter – 2023 Q2
Second Quarter – 2023 Welcome! This is the next edition of timely updates from Scholar Financial Advising.We’re glad you’re here! Advisor Desk We started the second quarter with the impacts […]
Newsletter 2023 – Q1
First Quarter – 2024 Welcome! This is the first edition of timely updates from Scholar Financial Advising.We’re glad you’re here! Advisor Desk 2023 has begun in volatile fashion. The rise […]
How Academic Tenure Affects Financial Planning
Investment decisions, and therefore personal financial planning, has two main points of focus: risk and reward. These risks and rewards are balanced and usually move in tandem. Higher risk investments […]
Making SMART Financial Goals
One of the main tasks of a financial advisor is providing the “financial plan”. Regardless of whether it is an official prepared booklet of information, a plan presentation, or checklist of items, […]
What’s Next?
Use the link below to choose whether you would like to fill out a form or schedule a call to receive a proposal for your financial plan. An initial call is completely free allows us to discuss whether our working together is a good fit.