Insights

What Is The Difference Between Time Weighted Rate Of Return Calculation And IRR?

Bernie Kent

JD, CPA, PFS

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

Welcome to What's Your Basis

Who is Schechter? For over 80 years, we have quietly advised ultra-high net worth families across the U.S. on a multitude of sophisticated financial matters – including investment advisory, alternatives, private equity, tax & estate planning, and more – and fashioned creative solutions to address the unique needs of complex wealth.

Life Insurance Premium Financing: 5 Frequently Asked Questions

Whether a high-net-worth client desires an additional tax-free income stream during their retirement years, or significant death benefit to pass to their heirs, financing life insurance premiums may enable an individual to earn a spread between expected policy returns and borrowing rate, potentially resulting in a compounding 8-10% tax-free return over time.

Active vs. Passive: The Case For Both And A Place For Both

Aaron Hodari

CFP®, CIMA®

Vanguard founder Jack Bogle started the debate of active versus passive investing when he created the first index fund in 1975. Hundreds of additional index funds, countless studies, and one historic recession later, passive investing has become a household concept and is accepted as the preferred method of investing for millions of investors.

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

Bernie Kent

JD, CPA, PFS

In December 2017, I wrote a Forbes blog, entitled Upper-Income Taxpayers Can Benefit From the Standard Deduction: What You Need to do Now, in which I described the new tax planning opportunities for upper income taxpayers due to the larger standard deduction beginning in 2018.

Year-End Tax Planning Advice to Avoid

Bernie Kent

JD, CPA, PFS

Toward the end of every year, many publications provide a list of year end tax planning ideas. These articles often suffer from not discussing the exceptions to the advice given. It is difficult to give advice that will apply to most taxpayers in a limited amount of space.

Securities for Robert Schechter & Associates, dba as both Schechter Wealth and Schechter, offered through Kingswood, member FINRA / SIPC. Schechter and Kingswood are affiliated but do not share common ownership.

Advisory Services are offered through Schechter Investment Advisors, LLC (SIA), dba Schechter Investments, a registered investment advisor. Schechter Private Capital, LLC (SPC), which concentrates on advising private funds, is also a registered investment adviser. Schechter, SIA, and SPC are affiliated and share common ownership. Certain principals of Schechter, SIA, and SPC are also registered representatives of, and sell security products for compensation through Kingswood. Kingswood is otherwise unaffiliated with Schechter, SIA, and SPC.

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What Is The Difference Between Time Weighted Rate Of Return Calculation And IRR?

Welcome to What's Your Basis

Domestic vs. International: Why This Diversification Is Important

Life Insurance Premium Financing: 5 Frequently Asked Questions

Active vs. Passive: The Case For Both And A Place For Both

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

Year-End Tax Planning Advice to Avoid

What's your basis?