News and Updates
IRA Contributions vs. Roth Conversions: Timing Rules Explained
One of the most common points of confusion I see around Roth planning has nothing to do with tax brackets or strategy. It comes down to timing. Specifically, people mix […]
How much tech stock is too much in your portfolio right now?
Full Article Link: MarketWatch – How much tech stock is too much in your portfolio right now? 7 financial experts weigh in Quote from Deon Strickland, Ph.D. “For a passive […]
AI IPO Scenarios, IRA and Roth Timing, and Digital Legacy Preservation
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re looking at what employees should be thinking about as AI companies race toward potential IPOs. With valuations […]
Weighing Emotion and Economics in Overseas Property Decisions
This question comes up more often than people expect. A childhood home carries emotional weight, and when there is enough financial flexibility to make the purchase feasible, it becomes even […]
Carried Interest Planning: Building a Base Case and Managing Concentration Risk
“I recently moved into a principal role at my firm, and part of my compensation now includes carried interest in our newest fund. The fund size is about $800 million, […]
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