Schechter Investment Advisors

The Value of Independence

As Independent Registered Investment Advisors, we have a single dedication and focus: Your goals. For us, being independent means having the freedom to better serve our clients. We provide complete transparency into investment fees and our process. You are never left wondering what our motive is - we have a fiduciary duty to always act in your best interest. We are by your side, ready to advise.

Managing Tax Efficiency

Tax Loss Harvesting

It’s not what you make; it’s what you keep. We utilize active tax loss harvesting and holding periods to make sure paper gains are not eroded by avoidable taxation. High net worth investors are precisely the people most affected by taxes.

Money
March 24, 2020

COVID-19: Should You Take Your Required Minimum Distribution Now?

With markets in turmoil, it’s a good time to consider if you are better off taking your Required Minimum Distribution (RMD) now, rather than waiting until the end of the year.

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COVID-19: Should You Recognize Your Capital Losses Now?

Capital losses create opportunities for taxpayers to reduce income tax; these opportunities must be carefully considered based on individual circumstances.

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domestic international portfolio diversification
February 12, 2020

Domestic vs. International: Why This Diversification Is Important

While there is no one-size-fits-all approach, having some sort of international allocation is critical to maintaining optimal performance in most long-term portfolios.

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Investment Insights:

Portfolio Rebalancing

Rebalancing is the process of realigning the weightings of a portfolio of assets. Rebalancing involves periodically buying or selling assets in a portfolio to maintain an original desired level of asset allocation.

Curious About How Schechter Can Help You Achieve Your Unique Goals?

Reach out to learn more: investmentadvisorteam@schechterwealth.com

248.731.9500

251 Pierce St.
Birmingham, MI 48009