Our latest POSTS

June 6, 2025

Not Sure What You’ll Do in Retirement? Try Test Driving It

This post is adapted from a recent episode of the Scholar Financial Advising podcast. Listen here for the full discussion. A listener asked:“I think I’m in good shape for retirement, […]

June 4, 2025

How to Gift to Your Children Without Spoiling Them

This post is adapted from a recent episode of the Scholar Financial Advising podcast. Listen here for the full discussion. A common question from families with growing estates is:“We want […]

May 30, 2025

Thinking About Investing in Private Equity With Friends? Read This First.

This post is adapted from a recent episode of the Scholar Financial Advising podcast. Listen here for the full discussion. A listener recently asked: “We want to start investing in […]

May 28, 2025

Dollar Cost Averaging: A Smart Way to Re-Enter the Market?

This article is adapted from a recent episode of the Scholar Financial Advising podcast. Listen here to hear the full discussion. A listener asked: “I keep a large portion of […]

May 23, 2025

Should You Buy a Luxury Vacation Home as an Investment?

This post is adapted from a recent episode of the Scholar Financial Advising podcast. Listen here to get the full conversation. A listener asked: “My spouse wants to buy a […]

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