News and Updates

October 28, 2025

How Valuation Discounts Reduce Taxable Gift Value — and When They’re Legitimate

When you gift assets to children, the value of the gift is what matters. Cash is simple. Fifteen thousand dollars is fifteen thousand dollars. Interests in a business or real […]

October 27, 2025

7 Mental Habits That Can Lead to a Wealthier Retirement

Adapted from the Yahoo Finance article. Read the full feature here. “The people who retire with a larger nest egg usually see investing as something you do over decades, not […]

October 27, 2025

Historic Home Incentives, Valuation Discounts, and the Luxury Yacht Market

Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re looking at two questions that highlight how financial decisions intersect with both emotion and strategy. First, a […]

October 22, 2025

Gifting to Children: How to Start Without Rushing the Process

A sudden rise in net worth — from a business sale, market gain, or windfall — can create urgency around tax and estate planning. When that happens, it’s natural to […]

October 21, 2025

Starbucks, Walgreens, and the Case for Diversification: Triple Net Lease Strategy

Real estate can be a powerful complement to a traditional portfolio, especially when structured for predictable cash flow and lower maintenance. For many investors, that means exploring triple net lease […]

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