News and Updates
Are We in an AI Bubble?
Full Article Link: https://money.usnews.com/investing/articles/are-we-in-an-ai-bubble Quote from Deon Strickland “We may not get dark fiber exactly, but we’re not necessarily going to get all the payoff people expect in the time […]
What “We’ll Make You Whole” Needs to Mean
A recruiter is offering you a 40% comp bump to jump to a competitor. Sounds great, until you look at what you’re leaving behind: $2.8 million in unvested RSUs and […]
The $800K CPA Gap, Negotiating Away From Unvested RSUs, and Money Masters with Mike
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, a high earner realizing his CPA is filing history rather than shaping strategy, and what tax planning […]
Golden Handcuffs: What Blue Origin’s New Equity Plan Reveals About the True Cost of Company Stock
Full Article Link: https://fortune.com/2026/07/16/blue-origin-new-stock-options-equity-employees-spacex-competition-jeff-bezos-elon-musk/ Quote from Evan Mills “You’re basically trading off the upside you can have with the stock against the mobility you give up if you leave for […]
Pressure Testing Dynasty Trusts
We recently received a question about whether irrevocable dynasty trust made sense for a family, with the goal of using it to invest in direct deals, venture funds, and SPVs […]
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