News and Updates
Rebalancing vs. Market Timing: What to Do When Your Portfolio Gets Out of Whack
If you have watched your large-cap tech allocation balloon over the past few years, you are not alone. AI-related stocks have had a remarkable run, and for many investors, what […]
AI Concentration Risk, Concierge Medicine, and Avoiding Trust Disputes
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth podcast. This week we begin by discussing how to think about concentration risk after significant gains in large cap tech […]
Supporting Your Child’s Startup: Navigating Terms, Risk, and Family Dynamics
For families who find themselves in the exciting but fraught position of being asked to back a child’s venture-backed startup, the urge to be supportive often collides with a healthy […]
Private Placement Life Insurance: Evaluating the Benefits and Drawbacks
What Private Placement Life Insurance Promises Private placement life insurance (PPLI) is marketed as a type of permanent life insurance with an aura of exclusivity. The idea is that you […]
Evaluating PPLI, Investing in a Child’s Startup, and Cross-Border Tax Complexity
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth podcast. This week we explore private placement life insurance and how families should evaluate whether the promised tax advantages justify […]
What’s Next?
We provide financial planning and advice. All new client relationships begin with a comprehensive initial plan. Fill out our online form below to receive a complimentary personalized proposal within two to three business days.