News and Updates

August 4, 2025

Big Money Moves: Diversifying, Funding Kids’ Futures, and Buying Abroad

Transcript IntroStephan Shipe:Welcome back to the Scholar Advising Podcast. In today’s episode, we’re tackling three big money moves. First, we’ll look at what to do if a large portion of […]

August 1, 2025

Fractional Ownership vs. Full Jet Ownership: Which Makes Sense?

“Our family has been using fractional jet ownership for years, but now we’re thinking about buying a light jet outright. With tax deductions, depreciation rules, and rising costs, how do […]

July 31, 2025

Maximizing Your Stock Options: How to Exercise Without a Tax Shock

“I am an executive with a big stock option package, and I want to make the most of it. What’s the smartest and safest way to exercise those options so […]

July 30, 2025

Markets eye boost from expected Fed rate cuts despite potential risks

Full Article: S&P Global Market Intelligence – Markets Eye Boost From Expected Fed Rate Cuts Despite Potential Risks “Everyone likes a rate cut — cheaper money fuels growth — but […]

July 30, 2025

Should You Give More to a Child Who Needs More?

“One of my kids needs a lot more financial help than the other just because of her career and life choices. What kind of options do I have and how […]

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