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.

caps collars swaps
December 11, 2019

Caps, Collars & Swaps for Premium Financing of Life Insurance

This article was originally published on Forbes.com. As the Fed continues its pattern of reducing interest rates, it’s becoming a favorable time to borrow money. As of this writing, the 10-year Treasury is at 1.781%, according to data from The Wall Street Journal. To put that into perspective, in November 2018, it ranged from 2.993% to…

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December 10, 2019

How to Transfer Wealth Using Life Insurance

Life insurance is a highly effective tool to transfer wealth from one generation to the next. That said, it helps to know the ins and outs. Schechter’s Vice President of Advanced Design, Jordan Smith, walks you through the complexities of life insurance estate planning. Visit our website: https://www.schechterwealth.com/ Schechter is a boutique, third-generation wealth advisory…

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Life Settlements: Sell Unwanted Life Insurance

A life settlement is the sale of a life insurance policy to a third party for an amount greater than the cash surrender value. The sale involves an insured individual with a policy that is no longer needed, wanted or affordable. Visit our website: https://www.schechterwealth.com/ Schechter is a boutique, third-generation wealth advisory and financial services…

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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