News and Updates
Protecting Wealth—and Relationships—When Lending to Loved Ones
“My brother is buying a new home but won’t close on his current home until after the purchase. He asked me to lend him the 20% down payment until he […]
High-Yield Savings Accounts vs. Stocks: What Experts Recommend Now
Full Article Link: CBS News – High-yield savings accounts vs. stocks: Which do experts recommend now? Quote from Stephan Shipe“CDs work best when you want to lock in current rates […]
Helping Family, Law Firm Partnership Buy-In, and Using NUA: High-Stakes Money Decisions
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast, where we tackle the real world financial questions that matter to high net worth families. Today we’re covering three very […]
Moving Millions Overseas: How to Manage Currency Risk Wisely
Most of my assets are in the US, but I already hold about a million in Euros. I’m considering moving another $3–5 million into foreign currencies or overseas accounts as […]
Can ChatGPT Revolutionize Your Retirement Strategy?
Full Article Link: Investopedia – Can ChatGPT Revolutionize Your Retirement Strategy? “ChatGPT can be a great tool for explaining retirement concepts or helping you understand your options, but it’s not […]
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