News and Updates
How to Gift to Your Children Without Spoiling Them
A common question from families with growing estates is:“We want to reduce the size of our estate by gifting to our kids each year, but how do we do that […]
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 […]
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 […]
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 […]
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 […]
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