News and Updates
Family office philanthropy rises, as they explore new ways to give
Full Article Link: Crain Currency – Family office philanthropy rises, as they explore new ways to give “It’s easier to give up some shares of Nvidia or Apple when the […]
Exchange Funds, IRMAA Surprises, and the Modern Watch Market
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we discuss how exchange funds can help reduce concentration risk for investors holding large amounts of appreciated […]
What to Include in a 2026 Investment Policy Statement Refresh
If your family office investment policy statement has not been updated for a decade, you are essentially making long-term financial decisions without a working guide. An IPS is designed to […]
Indexing from Overseas: Why Irish Funds Can Be a Practical Solution
Investing outside the United States can be surprisingly complicated, especially for people who are used to the simplicity and low fees of US index funds. In the US, investors can […]
Irish-Domiciled ETFs, 2026 IPS Refresh, and Luxury Holiday Design
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we’re looking at two sides of global wealth management. First, we’ll look at how investors living outside […]
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