Insights

Market Performance US equities rallied in Q3 with the S&P 500 up nearly 8% after a more than 10.5% rally in Q2. Both the Nasdaq and Russell 2000 posted double-digit percentage gains. Early tailwinds for stocks last quarter included the passage of new

Third-generation firm leader and managing director at Schechter Investment Advisors shares growth outlook for the RIA space, how he knew it was time to sell, and how his $4 billion RIA benefited from alts leadership. By Leo Almazora, Investment News

Market Performance U.S. Stocks: Impact of Tariff Policy The second quarter got off to a rocky start when President Trump implemented a sweeping new tariff regime on April 2nd. The policy included a baseline of 10% on all imports with additional

In a recent episode of How I Invest, Aaron Hodari, Managing Director at Schechter, shared his expertise on alternative investments, wealth management strategies, and the importance of financial stewardship for high-net-worth families. Schechter has

Market Performance The Trump Trade rapidly turned sour in the first quarter of 2025 as the new administration went into warp speed to implement its agenda. During the honeymoon period between election and inauguration days, Wall Street seemed to

Aaron Hodari, Schechter’s Managing Director and Senior Advisor, talks to host Alex Cavalieri, Head of Marketing at CAIS, about the importance of alternative investments education. The firm focuses on alternative investments education as soon as the

2024 Year in Review As we look back on 2024, there were a handful of themes that impacted markets. First was the continued dominance of US stocks over their international counterparts (more on this below). The Russell 3000 index of US stocks gained