News and Updates
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 […]
Evaluating a Bitcoin Arbitrage Fund: Strategy, Costs, and Risks
A listener asked a straightforward question: he was considering an arbitrage fund in the Bitcoin space and wanted to know if I had any real experience with similar strategies. I […]
IPO Access, Dynasty Trusts, and Bitcoin Arbitrage Funds
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, a tech executive in the Bay Area working through IPO allocation strategy after mixed results on SpaceX, then […]
Should Your Aging Parent Wait to Gift, or Give Now While They Can Enjoy It?
A listener wrote in about her 88 year old mother, sharp as ever, who has about $6 million in a brokerage account loaded with decades of embedded gains, plus a […]
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