News and Updates
What a 1.6% Fee Means for a 5% Return
Full Article Link: https://www.marketwatch.com/picks/we-are-in-our-mid-70s-with-500k-to-invest-but-the-adviser-wants-to-charge-us-1-6-he-says-he-can-aim-for-a-5-return-should-we-do-it-c2c0a4a2 Quote from Evan Mills “1.6% on $500,000 is about $8,000 per year, not including fund expenses, trading costs or associated taxes. With a target return of […]
NEWSLETTER – 2026 Q3
Advisor Desk This quarter, I want to use the Advisor Desk for something a bit different. The usual quarterly updates on the Fed (rates went up, which has put pressure […]
Paying 1% for Alts Access? Do the Math on What You Are Really Buying
If private investments make up 10 to 15% of your portfolio and you are paying a 1% fee on the whole thing to get them, you may effectively be paying […]
Before You Insure Against Trustee Theft, Fix the Trust
Picture the trust you have spent a lifetime funding. Your kids are the beneficiaries. The trustee is your cousin Tom, the one in the family who knows a little about […]
Trustee Crime Insurance, Paying 1% for Alts Access, and NYC Real Estate with Ashley Reidy Quinn
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we begin with a listener researching an insurance policy covering trustee theft. He’s weighing whether it’s worth […]
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.