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I worked at the same company for almost 20 years, and I’m highly concentrated in appreciated stock. Selling even a portion would create a huge tax bill, but I know […]

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 […]

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 […]

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 […]

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 […]