Upcoming Webinar: Thursday, November 13 | 3:00–4:00 PM ET How should long-term investors think about gold today? In this live webinar, Stephan Shipe will explore how gold and commodities behave […]
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re covering three listener questions that get into family dynamics, concentrated wealth, and private investments. First, we’ll look […]
Third Quarter 2025 Advisor Desk The third quarter reminded us that markets can deliver progress and uncertainty in equal measure. U.S. equities reached fresh highs, supported by steady earnings and […]
“We’ve supported the same cause for decades, but now our kids want to bring in new priorities. How do we honor what we’ve built while giving them a say?” That’s […]
“We set up our estate plan years ago when exemption amounts were high. Now, with inflation and higher living costs, we’re starting to feel pressure on our lifestyle budget. Can […]
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