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.

September 18, 2020

The “Jim Harbaugh” Strategy for Retaining Key Business Executives | Ep. 3 | Uncommon Solutions

There’s a lot of Xs and Os in structuring life insurance. In this episode, we talk about its use as a deferred compensation option. Split-dollar life insurance is a trend many top universities are using to retain high-caliber coaches, such as Jim Harbaugh. But its usefulness extends past the coaching ranks. We explain why what’s…

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Beaches, Sport Metaphors, & Premium Financing | Ep. 2 | Uncommon Solutions

Schechter’s Kevin Beauchamp recounts a thriller 2019 life insurance premium financing case where, using leverage and an innovative design structure, the client dollars jumped from $12 million to $72 million. Listen & Subscribe: Apple: https://apple.co/3fuCTZQ Spotify: https://spoti.fi/2UUtUZM Google: https://bit.ly/3eeB0zP About Uncommon Solutions: Uncommon Solutions, presented by Schechter, provides a unique perspective on an assortment of…

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Is Life Insurance the Unsung Hero in a COVID-19 World | Ep. 1 | Uncommon Solutions

Through tough economic times, life insurance has maintained its value because it is designed with that very goal in mind. Today, amid the COVID-19 global pandemic, this principle applies more than ever. Listen & Subscribe: Apple: https://apple.co/3fuCTZQ Spotify: https://spoti.fi/2UUtUZM Google: https://bit.ly/3eeB0zP About Uncommon Solutions: Uncommon Solutions, presented by Schechter, provides a unique perspective on an…

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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 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