News and Updates
Silver in Retirement: Diversifier or Dangerous Bet?
Full Article Link: https://www.cbsnews.com/news/is-silver-investing-too-risky-in-retirement-heres-what-experts-say/ “Investing in silver, especially for retirees, is more of a speculative diversifier than a true investment. In retirement, a lot of people are looking for consistent […]
How to Evaluate a $750k Oil Well Investment Opportunity
I recently received a question from a listener who sold a portion of their business and now has about $12 million invested, with $1.5 million set aside specifically for private […]
Tax Refunds Are Bigger This Year — Here’s How to Use Yours Strategically
Full Article Link: CBS News – 3 smart ways to use your tax refund this year, according to experts Quote from Noah Lewis “If you have a credit card at […]
Oil Well Concentration Risk, Australian Superannuation, and Learning to Fly
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we start with a question on private oil well investments, then how US Australian family should think […]
Family Office Strategy: Outsourcing vs. Hiring for Long-Term Growth
When you’re in the early stages of building out a family office, it’s tempting to move quickly. But one of the most common questions I hear is whether starting with […]
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