Insights

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

This year at the Heckerling Institute on Estate Planning, Donald O. Jansen, Mary Ann Mancini, and G. Michelle Ferreira presented “Split Dollar is Still Alive and Kicking – Fundamentals and Intergenerational Update” – an interesting and educational

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.

There are half as many public companies today as there were in 1999 as more and more companies elect to stay private for longer.

The traditional 60/40 portfolio. Old reliable. Taught in business schools and economic classes for decades.

Ah yes, active vs. passive investing. A cornerstone debate topic at just about every level of financial services with opinions flying every which way.

The way investors value their investments has begun to evolve. For many, it's no longer just about profitability, they also want their money to make a positive impact on society and the world.

You've likely heard the term SPAC a time or two (or ten) this year. And this comes as no surprise as SPACs, which stands for special-purpose acquisition companies, also commonly referred to as "blank check companies," have become a popular vehicle for various transactions...