News and Updates

August 13, 2025

Should You Join a Private Club? 5 Steps to Make the Call

Listener Question:We were recently invited to apply for a private social club in New York. My wife is especially excited, but we’re trying to be thoughtful before saying yes. The […]

August 8, 2025

10b5-1 Plans: Timing Your Diversification Strategy

Listener Question:I’m an exec at a large tech company with about 50% of my net worth in company stock. The stock has done very well, and I’m planning to retire […]

August 6, 2025

When the College Fund Is Covered—What’s Next for Our Kids’ Future?

“We’ve been putting $12,000 into each of our two kids’ 529 accounts for a few years. The balance is now $90,000, and they have 7 to 9 years before college. […]

August 4, 2025

A Strong Start: Meet Noah Lewis

Time flies when you’re growing a great team! We caught up with Noah Lewis, Financial Advising Analyst, as he celebrates two months on the team here at Scholar Advising. Noah […]

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 […]

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