Schechter Insights

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In The News

Andrew Dean CAIA

news // November 14, 2018

Andrew Dean Receives His CAIA Charter®...

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Crain's Cool Place to Work

news // August 20, 2018

Schechter Earns Spot in Crain’s ‘Cool Places to Work 2018&...

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Schechter Investment Advisors

news // July 18, 2018

Schechter Investment Advisors Ranked in Top 3% of RIAs Nationally...

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Aaron Hodari Private Placement Life Insurance

news // June 12, 2018

Aaron Hodari to Speak at Private Placement Life Insurance & Varia...

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Split-dollar

news // April 30, 2018

South Carolina Coach Gets ‘Harbaugh’ Treatment with Split-...

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Aaron Hodari

news // March 8, 2018

Aaron Hodari Added to Inaugural CAIS Advisory Council...

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Brad Feldman New Radio Media

news // February 19, 2018

Brad Feldman Appears on New Radio Media Podcast...

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jim chanos schechter

news // December 20, 2017

Gallery: A Fireside Chat with Jim Chanos & Dan Gilbert in Detroit...

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cool places to work

news // August 29, 2017

Schechter Wealth Earns Spot in Crain’s ‘Cool Places to Wor...

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Doctor istock

news // August 11, 2017

Jason Zimmerman Talks Premier Disability Coverage for Physicians in &#...

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Thoughts

IRA Charitable Distributions

thoughts // December 10, 2018

IRA Distributions to Charity are Often Not a Good Idea for Senior Citi...

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year-end tax planning

thoughts // December 10, 2018

Year-End Tax Planning Advice to Avoid...

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universal life insurance

thoughts // November 2, 2018

Why Are So Many Universal Life Insurance Policies Failing: A Rebuttal ...

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iStock

thoughts // October 8, 2018

What The New York Times Got Right (And Wrong) Regarding Fred & Do...

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Private Placement Life Insurance

thoughts // May 31, 2018

5 Benefits of Private Placement Life Insurance & Why it’s a...

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Policy Review

thoughts // May 11, 2018

Insurance Landmines Could Ruin Your Financial Plan...

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Money

thoughts // January 29, 2018

Managing Tax Basis in Estate Planning...

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caluculator

thoughts // December 18, 2017

How Upper Income Taxpayers Can Benefit from the Standard Deduction...

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Michigan Stadium

thoughts // October 4, 2017

How Cash Value Life Insurance Made Jim Harbaugh a Top-Paid Coach...

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tree road iStock

thoughts // July 28, 2017

The Path Less Taken...

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Videos

Schechter Core Values Ilana Liss

videos // January 23, 2018

Our Core Values...

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Jim Chanos Dan Gilbert Condensed

videos // January 3, 2018

A Fireside Chat with Jim Chanos & Dan Gilbert (Condensed)...

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jim chanos dan gilbert

videos // December 21, 2017

A Fireside Chat with Jim Chanos & Dan Gilbert (Full)...

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Ilana Liss

videos // March 22, 2017

The Culture at Schechter Wealth...

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videos // February 9, 2017

The Enterprise 401k | Schechter Wealth...

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Aaron Hodari

videos // October 5, 2016

Tax Loss Harvesting...

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John Stein

videos // October 5, 2016

Portfolio Rebalancing...

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Bernie Kent

videos // October 5, 2016

Charitable Planning...

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Ilana Liss

videos // October 5, 2016

Life Insurance Premium Financing...

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Ilana Liss

videos // October 5, 2016

Private Placement Life Insurance (PPLI)...

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