News and Updates
Exchange Funds, IRMAA Surprises, and the Modern Watch Market
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 […]
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 […]
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 […]
Defining Value: From Wedding Budgets to Market Wisdom to Comic Collectibles
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re answering two very different listener questions that both come down to how we define value. Joining me […]
CRUT Strategies, Contingency Fee Windfalls, and Protecting Art Collections
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re taking a look at two different sides of wealth planning for a major event. First, how to […]
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.