News and Updates

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 […]

May 21, 2025

How Doctors Can Reduce Taxes While Saving for Retirement

This article is based on a recent episode of the Scholar Financial Advising podcast. Listen here for the full discussion. “We’re both doctors with a high combined income—how can we […]

April 10, 2025

Sentimental Value Can Be More Trouble Than It’s Worth

If you’ve watched Yellowstone, you already know the premise: a powerful family owns a sprawling ranch in Montana. The estate’s sentimental value drives them to do just about anything to […]

April 10, 2025

Golden Handcuffs: When Compensation Becomes a Trap

It’s always a tough conversation when someone walks into my office with million-dollar compensation packages and no real freedom. In my business, we call these deals golden handcuffs. On paper, […]

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