News and Updates
Dividing, Inheriting, and Starting Fresh: Smart Moves After Life’s Turning Points
We kick off this week’s episode with a question from a divorce attorney who listens to help his clients make smarter financial decisions. Stephan shares what really matters when dividing […]
The Growth and Evolution of Family Office Impact Investing
Full Article Link: Crain Currency – The Growth and Evolution of Family Office Impact Investing “If you wanted ESG three to five years ago, you could go to any bank, […]
When Real Estate Returns Shrink: What Investors Need to Know
With today’s interest rates, real estate investing has become a tighter game. Whether you’re thinking about a rental property or a vacation home, the numbers just don’t work the same […]
These Experts Say ChatGPT Can’t Beat the Stock Market — But It Can Still Make You Richer
Full Article Link: Yahoo Finance – ChatGPT Can’t Beat the Market, But It Can Help Investors Quote from Stephan Shipe“Getting a bad dinner recommendation from ChatGPT is annoying. But getting […]
How to Give Unequal Gifts (Without Creating Unequal Feelings)
“We’re planning to give each of our kids down payments to buy homes. One lives in California and one’s in Tennessee. So the housing markets are really different. How can […]
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