News and Updates
Direct Indexing: Tax-Smart Innovation or Overhyped Headache?
Listener Question:“A friend suggested direct indexing could give me an edge on tax loss harvesting, especially since I already donate appreciated stock to our donor advised fund. Is it worth […]
Learning Capital for Kids, Tax Loss Harvesting with Direct Indexing, and Hiring a Private Chef
Transcript IntroStephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re covering a wide range of topics from how to set boundaries when your kids want to invest in […]
NUA Strategy in Retirement: Smart Tax Move or Risky Concentration?
“I’m retiring next year and have $3 million in my 401(k), including $800,000 in company stock with a cost basis of about $250,000. I’ve been reading about NUA strategies. Could […]
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 […]
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