Insights

As an advisor, what would you do if one of your wealthy and financially conservative clients who was used to flying coach suddenly wanted to skip first class and start flying private? Or, if a client needed help accessing hard-to-find tickets to a

Biden’s new capital gains proposal aims to tax the rich, but really, it may unfairly penalize lifelong entrepreneurs and ordinary investors cashing in on their success. The White House recently released a fact sheet describing its tax proposals for

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Aaron Hodari, the chief investment officer at Schechter, provides a peek inside the $3.45 billion RIA’s moderately aggressive model portfolio. Schechter Investment Advisors, a third-generation wealth advisory and financial services firm, was founded

A new year portends new beginnings. We’ll get an extra day in February, the Summer Olympics in July and August, and a US Presidential Election in November. While a Leap Year and the Summer Olympics likely won’t impact the stock market, a Presidential

By Mark Schoeff Jr. If Donald Trump wins the White House again, financial advisors predict it will lead to the renewal of tax cuts at the heart of his signature tax legislation during his first term. Earlier this week, Trump won the New Hampshire

In the " Journal of Financial Planning " feature titled "The 2023 Trends in Investing Survey" Aaron Hodari, CFP®, CIMA, Chief Investment Officer and Senior Advisor and Managing Director at Schechter, provides valuable insights on the advantages of

The Biggest Bang for the Charity Buck Deciding how to give away money is no longer a simple matter. But numerous vehicles exist to help a philanthropist achieve the most impact and the highest personal benefit. Philanthropists obviously receive tax

Time weighted rate of return and IRR (internal rate of return) are identical where there have not been any contributions or distributions from a portfolio during the measurement period. Differences between time weighted rate of return and IRR (also

No one likes to pay more for things. Breaking news, right? And as inflation continues to make headlines, a growing worry amongst consumers takes hold.