News and Updates
Family Gifting Expectations, Tech IPO Decisions, and the Capital Call Dilemma
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re covering three listener questions that get into family dynamics, concentrated wealth, and private investments. First, we’ll look […]
NEWSLETTER – 2025 Q3
Third Quarter 2025 Advisor Desk The third quarter reminded us that markets can deliver progress and uncertainty in equal measure. U.S. equities reached fresh highs, supported by steady earnings and […]
Family Giving: Tradition or Transition?
“We’ve supported the same cause for decades, but now our kids want to bring in new priorities. How do we honor what we’ve built while giving them a say?” That’s […]
Inflation, Rising Costs, and Your SLAT: What Families Should Know
“We set up our estate plan years ago when exemption amounts were high. Now, with inflation and higher living costs, we’re starting to feel pressure on our lifestyle budget. Can […]
SLAT Adjustments, Family Philanthropy, and Spotting Ponzi Schemes
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re covering two listener questions that get into managing wealth across generations. First, we’ll talk about how couples […]
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