News and Updates
Australian Super Funds and US Taxes: What Expats Need to Know
If you’re a dual US-Australian citizen living permanently in the United States with money in Australian super funds, you need to understand how these accounts are treated from a US […]
Silver in Retirement: Diversifier or Dangerous Bet?
Full Article Link: https://www.cbsnews.com/news/is-silver-investing-too-risky-in-retirement-heres-what-experts-say/ “Investing in silver, especially for retirees, is more of a speculative diversifier than a true investment. In retirement, a lot of people are looking for consistent […]
How to Evaluate a $750k Oil Well Investment Opportunity
I recently received a question from a listener who sold a portion of their business and now has about $12 million invested, with $1.5 million set aside specifically for private […]
Tax Refunds Are Bigger This Year — Here’s How to Use Yours Strategically
Full Article Link: CBS News – 3 smart ways to use your tax refund this year, according to experts Quote from Noah Lewis “If you have a credit card at […]
Oil Well Concentration Risk, Australian Superannuation, and Learning to Fly
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we start with a question on private oil well investments, then how US Australian family should think […]
What’s Next?
Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.