News and Updates
Why Hasn’t the Fed Lowered Interest Rates Yet?
“Inflation seems steady. Why hasn’t the Fed started cutting rates?” It’s a common question right now, and a reasonable one. With inflation cooling from the highs of 2022, many people […]
Planning Before a Potential IPO
“We own stock in a private tech company that might IPO next year. What should we be thinking about now for taxes?” This is a good situation to be in—and […]
Does Persistently High Inflation Mean You Need a New Plan?
“We created our financial plan assuming inflation would cool down. Should we rethink our numbers if it doesn’t?” Where We Stand Now While recent inflation numbers show that inflation has […]
Thinking About Impact Investing? Here’s What to Know Before You Start
Here’s a question we’ve been hearing a lot lately:“We’re interested in impact investing. What do we need to consider when picking funds to add to our portfolio?” It’s a big […]
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 […]
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