News and Updates
IPO Access, Dynasty Trusts, and Bitcoin Arbitrage Funds
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, a tech executive in the Bay Area working through IPO allocation strategy after mixed results on SpaceX, then […]
Should Your Aging Parent Wait to Gift, or Give Now While They Can Enjoy It?
A listener wrote in about her 88 year old mother, sharp as ever, who has about $6 million in a brokerage account loaded with decades of embedded gains, plus a […]
Trump Accounts: A New Approach to Building Generational Wealth
Full Article Link: https://www.realtor.com/news/trends/trump-accounts-generational-wealth-homeownership/ Quote from Evan Mills “The value here isn’t really the size of the contribution limit; it’s the time. A dollar invested at birth is not the […]
The Deferred Comp Election You Shouldn’t Set and Forget
A listener wrote in with a situation I see often. His company’s deferred comp election window opens every November, and for years he’s simply defaulted to a lump sum payout […]
Gifting at 88, Deferred Comp Defaults, and 100-Year Families
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we open with a listener whose 88-year-old mother wants to start gifting to her grandchildren now while she’s […]
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