News and Updates
Your 2025 Guide to Holiday Prices: Where Tariffs Are Biting and Where They’re Not
Bloomberg – Your 2025 Guide to Holiday Prices: Where Tariffs Are Biting and Where They’re Not “When it comes to luxury watches, both Bonaparte and Stephan Shipe, economist and founder […]
From Fama to AI: The Enduring Case for Passive Investing
Tune Out the Noise: Why the Efficient Market Hypothesis Still Matters The Efficient Market Hypothesis (EMH) is one of the most debated ideas in modern finance. Popularized in the mid-20th […]
Values-Based Wedding Planning: Spending with Intention, Not Obligation
For some families, setting a wedding budget isn’t about what’s affordable — it’s about what feels appropriate. When financial constraints aren’t the limiting factor, the challenge becomes defining “enough” in […]
Defining Value: From Wedding Budgets to Market Wisdom to Comic Collectibles
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re answering two very different listener questions that both come down to how we define value. Joining me […]
Windfall Planning for Contingency Attorneys: Balancing Taxes and Liquidity
For contingency attorneys, income rarely arrives in steady intervals. It comes in waves — months or even years of investment in a case followed by a large payout when it […]
What’s Next?
We provide financial planning and advice. All new client relationships begin with a comprehensive initial plan. Fill out our online form below to receive a complimentary personalized proposal within two to three business days.