News and Updates
Managing Inherited Property, Protecting Physician Wealth, and Inside the Bourbon Market
Transcript Intro Stephan Shipe:Welcome back to the Scholar Wealth Podcast. Today we have a listener question on inheriting a large real estate portfolio and how to think about illiquidity, ongoing […]
Wash Sales in Complex Portfolios: What Investors Miss
When portfolios get large and spread across multiple accounts, custodians, and reinvestment systems, tax loss harvesting becomes more complicated than most investors expect. One of the most common questions I […]
Turning Charitable Giving Into Meaningful, Measurable Impact
One of the most common questions we hear around charitable giving is not how much someone can afford to give, but where the money should actually go. Often this conversation […]
Choosing Charitable Impact, Wash Sale Rules, and Business Valuation in Practice
Transcript Intro Stephan Shipe:Welcome back to the Scholar Wealth Podcast. Today’s episode is about decision-making when the numbers say you’re fine, but the choices still feel a little bit more […]
Is a Franchise Really a Passive Investment?
Franchising opportunities are showing up everywhere right now. One example cropping up recently is 7 Brew, often structured as a multi-location commitment within a specific region. On paper, the projected […]
What’s Next?
We provide financial planning and advice. All new client relationships begin with a comprehensive initial plan. Fill out our online form below to receive a complimentary personalized proposal within two to three business days.