News and Updates
What the IRS Ruling on 351 ETF Conversions Means If You Already Did One
“Earlier this year, my advisor walked me through a Section 351 ETF conversion as a way to diversify without triggering the full capital gain. And we went through with it. […]
1% of a $5 Million Portfolio: Evan Mills on Paying for Advice by Its Value
Full Article Link: https://www.marketwatch.com/picks/we-have-over-1m-and-our-financial-adviser-charged-us-1-on-that-and-didnt-meet-with-us-for-2-years-now-were-just-2-months-from-retirement-help-9a9cde05 Quote from Evan Mills “The biggest question is, if you’re paying 1% AUM, that’s $50,000 on a $5 million portfolio. Are you getting $50,000 worth of […]
400 Acres, Three Siblings, and One Brother Who Needs the Land to Make a Living
Divide 400 acres three ways and you get 133 acres apiece. That sounds tidy until you notice that one sibling farms for a living, one wants to cash out, and […]
The 351 Conversion Breakdown, a 400-Acre Farm Legacy Fight, and Patterns After Seven Years
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we begin with a listener sitting on a concentrated single stock position from a 2015 acquisition who […]
Sports Team ETFs and the Question of What Produces the Return
Full Article Link: https://www.cnbc.com/2026/10/08/sports-team-etfs-prediction-markets-futures-gambling.html Quote from Evan Mills “For avid sports gamblers and sports fanatics, their team can already break their heart with a loss. Now there’s a way it […]
What’s Next?
Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.