News and Updates
Understanding IRMAA and Planning Around Income Spikes
Many people run into IRMAA for the first time right as they turn 65. And it often comes as a surprise because Medicare does not look at your current income […]
How Exchange Funds Work and When They Make Sense for Concentrated Stock Positions
I worked at the same company for almost 20 years, and I’m highly concentrated in appreciated stock. Selling even a portion would create a huge tax bill, but I know […]
Family office philanthropy rises, as they explore new ways to give
Full Article Link: Crain Currency – Family office philanthropy rises, as they explore new ways to give “It’s easier to give up some shares of Nvidia or Apple when the […]
Exchange Funds, IRMAA Surprises, and the Modern Watch Market
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we discuss how exchange funds can help reduce concentration risk for investors holding large amounts of appreciated […]
What to Include in a 2026 Investment Policy Statement Refresh
If your family office investment policy statement has not been updated for a decade, you are essentially making long-term financial decisions without a working guide. An IPS is designed to […]
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