News and Updates
Investment Migration and the €500K Portugal Golden Visa
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. One of the questions we get regularly from clients is around international residency and citizenship, specifically how the Portugal […]
What the IRS Ruling on 351 ETF Conversions Means If You Already Did One
“Earlier this year, my advisor walked me through a Section 351 ETF conversion as a way to diversify without triggering the full capital gain. And we went through with it. […]
1% of a $5 Million Portfolio: Evan Mills on Paying for Advice by Its Value
Full Article Link: https://www.marketwatch.com/picks/we-have-over-1m-and-our-financial-adviser-charged-us-1-on-that-and-didnt-meet-with-us-for-2-years-now-were-just-2-months-from-retirement-help-9a9cde05 Quote from Evan Mills “The biggest question is, if you’re paying 1% AUM, that’s $50,000 on a $5 million portfolio. Are you getting $50,000 worth of […]
400 Acres, Three Siblings, and One Brother Who Needs the Land to Make a Living
Divide 400 acres three ways and you get 133 acres apiece. That sounds tidy until you notice that one sibling farms for a living, one wants to cash out, and […]
The 351 Conversion Breakdown, a 400-Acre Farm Legacy Fight, and Patterns After Seven Years
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we begin with a listener sitting on a concentrated single stock position from a 2015 acquisition who […]
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