News and Updates
Is Chasing IPO Allocations Actually Worth It?
A listener wrote in with a great question. He’s a tech executive, mid-forties, around $18 million invested, and he’d just been through the SpaceX IPO. He put in a $50,000 […]
Custom Suits, Bulletproof Jackets, and the $45,000 Vicuña with Anthony Bolognese, Capitol Hill Clothiers
Transcript Intro Stephan Shipe: This week, we’re dedicating the full episode to a conversation I had with Anthony Bolognese, founder of Capitol Hill Clothiers. Anthony is a custom clothier based […]
Three Ways to Buy a $2.8 Million Second Home, and How to Choose Between Them
A couple has found a place in Boulder at $2.8 million. They can write a check for the whole thing, put 25% down and finance the rest, or borrow against […]
What Advisors Actually Mean by “Complex”
If you held $28 million in a single stock and every advisor you met opened by telling you how complicated your situation is, what would you conclude? Probably what this […]
The Boulder Home Decision, What “Complex” Really Means, and Generational Wealth Stewardship with Lisa McCurdy
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we open with a couple planning to buy a second home in Boulder at around $2.8 million. […]
What’s Next?
Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.