In The News

Schechter Wealth Managing Director, Aaron Hodari, Examines PPLI In a Recent Article For Trust & Estates.

Schechter Wealth

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November 1, 2016

Schechter Wealth Managing Director, Aaron Hodari, CFP®, CIMA®, explores private placement life insurance in a recent article for Trust & Estates. PPLI offers access to Hedge Funds, MLP’s, and Mutual Fund investments in a tax-efficient structure. Private Placement can also eliminate tax-related filings. For many clients, Private Placement is the perfect vehicle to access traditionally tax-inefficient[…]

Schechter Wealth has appointed Ilana Liss and Aaron Hodari Managing Directors

Schechter Wealth

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Schechter Wealth, a Birmingham, Michigan-based, 3rd generation wealth advisory firm, has promoted Aaron Hodari, CFP®, CIMA® and Ilana Liss to Managing Directors. Mr. Hodari is an investment advisor who works with the firm’s high net worth clients. He leads Schechter’s efforts in the alternative investment and hedge fund space. Mr. Hodari is a frequent speaker nationally[…]

Schechter Investment Advisors named to the 2016 Financial Times 300 Top Registered Investment Advisors List

Schechter Wealth

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June 16, 2016

Schechter Investment Advisors is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 16, 2016. The list recognizes top independent RIA firms from across the U.S. “We are proud to be recognized as one of the top registered investment advisors in the country, said Bernie[…]

Donald Trump’s Tax Return Controversy: Part One

Schechter Wealth

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June 8, 2016

What You Need to Know About Trump’s Tax Return Disclosure Controversy Bernie Kent, Chairman & Advisor for Schechter Investments and Forbes.com contributor, takes a closer look at the controversy regarding Donald Trump’s tax return in a two-part series written for Forbes. He discusses how a complex return like Trump’s can mean continuous audits by the[…]

Schechter Wealth Advisor, Aaron Hodari, Comments on Private Placement Life Insurance and Variable Annuities Conference in Boston.

Schechter Wealth

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May 27, 2016

Birmingham, Michigan: Wealth Advisor Aaron Hodari, CIMA ®, CFP®, delivered a presentation on private placement life insurance implementation and tax efficient investments at the industry’s largest event last week in Boston, Massachusetts. The conference hosted more than 300 industry professionals and over 65 speakers. Schechter Wealth Advisor Aaron Hodari said, “Speaking on the process to[…]