News and Updates
Partner Buyouts, the Surgeon’s Retirement Cliff, and Executive Protection
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we open with a founder who built a regional medical staffing company and brought on a minority partner […]
Why Bonds and Gold Still Belong in Your Portfolio
I hear this more and more in client meetings: “Why am I holding bonds when equities keep outperforming?” Sometimes gold gets the same treatment. After a long run of strong […]
The S&P 500 Is Not as Diversified as You Think
When people tell me they’re diversified because they own an index fund, I understand the logic. You’re spreading money across hundreds of companies. That should smooth out the risk, right? […]
The SpaceX IPO, the Magnificent Ten, and What’s Quietly Breaking Underneath the Market
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we’re doing something a little different. We’re giving the full episode to our quarterly Scholar Big Picture conversation […]
When One Spouse Runs Everything: Building a Plan Before You Need It
A listener wrote in recently with a question that is much more common than I expected. She has managed every dollar of her family’s $19 million balance sheet for 30 […]
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