News and Updates
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 […]
Beyond the Earnout: How Buyers Move Risk Onto You
The first meeting is almost always lunch. Someone who buys companies for a living has read enough about yours to be curious, and over ninety minutes they ask sharp questions […]
The IRS Number That Decides Whether Your Family Loan Is a Gift
There is a number the IRS publishes every month that settles most of the debate about lending money to your kids. It is called the applicable federal rate, or AFR, […]
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