News and Updates
NEWSLETTER – 2026 Q3
Advisor Desk This quarter, I want to use the Advisor Desk for something a bit different. The usual quarterly updates on the Fed (rates went up, which has put pressure […]
Paying 1% for Alts Access? Do the Math on What You Are Really Buying
If private investments make up 10 to 15% of your portfolio and you are paying a 1% fee on the whole thing to get them, you may effectively be paying […]
Before You Insure Against Trustee Theft, Fix the Trust
Picture the trust you have spent a lifetime funding. Your kids are the beneficiaries. The trustee is your cousin Tom, the one in the family who knows a little about […]
Trustee Crime Insurance, Paying 1% for Alts Access, and NYC Real Estate with Ashley Reidy Quinn
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we begin with a listener researching an insurance policy covering trustee theft. He’s weighing whether it’s worth […]
Beyond the Earnout: How Buyers Move Risk Onto You
The first meeting is almost always lunch. Someone who buys companies for a living has read enough about yours to be curious, and over ninety minutes they ask sharp questions […]
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.