News and Updates
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 […]
Private Investments in 401(k)s: What Investors Need to Know
Some 401(k) plans are beginning to explore private market investment options following recent policy developments. On the surface, this may seem like an exciting opportunity to add diversification or pursue […]
Buying Before Selling: Weighing Capital Gains vs. Short-Term Borrowing
It is increasingly common for families to purchase a new home before their existing one sells. When that happens, the key question becomes how to fund the new purchase: take […]
Bridge Loan Tradeoffs, Private Market 401(k)s, and 1031 Exchange Strategies
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, a question about buying a new home before selling the old one, and how to weigh the […]
Your 2025 Guide to Holiday Prices: Where Tariffs Are Biting and Where They’re Not
Bloomberg – Your 2025 Guide to Holiday Prices: Where Tariffs Are Biting and Where They’re Not “When it comes to luxury watches, both Bonaparte and Stephan Shipe, economist and founder […]
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