What's Your Basis?
7 episodes - English - Latest episode: over 2 years ago - ★★★★★ - 2 ratingsWho 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. On What's Your Basis, we pull back the curtain to deliver that same 360-degree view of financial planning to you. So, stick around. Your podcast library could use some diversification, too.
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Episodes
Should We Really Fear Inflation?
December 16, 2021 14:00 - 26 minutes - 24.1 MBNo one likes to pay more for things. Breaking news, right? And as inflation continues to make headlines, a growing worry amongst consumers takes hold. However, is inflation all bad, and does it really hurt the market? Can the headline barking be worse than the bite on your wallet? We explore.
Private Market Investing 101
December 09, 2021 14:00 - 22 minutes - 20.8 MBThere are half as many public companies today as there were in 1999 as more and more companies elect to stay private for longer. As a result, average IPO valuations have skyrocketed into the billions. So what does this mean for investors? Opportunity.
Is the 60/40 Portfolio Dead?
December 02, 2021 14:00 - 33 minutes - 30.7 MBThe traditional 60/40 portfolio. Old reliable. Taught in business schools and economic classes for decades. However, as the markets have evolved, many are now labeling this approach as antiquated or, to put it more bluntly, placing a toe tag on it. So, is 60/40 simply misunderstood or, in the spirit of Halloween, is it the walking dead?
Active vs. Passive: Choosing the Right Strategy for You
November 22, 2021 18:15 - 30 minutes - 27.8 MBAh yes, active vs. passive investing. A cornerstone debate topic at just about every level of financial services with opinions flying every which way. So, what's the right answer? Simply put, it depends on, well, you. In this episode, we walk you through the potential pros and cons of both and help guide you towards which approach might work for you.
Socially Responsible Investing & the Rise of 'ESG'
August 24, 2021 13:56 - 20 minutes - 19 MBRisk Disclaimer: The content expressed in this program is for general and informational purposes only and is not intended to provide: (i) specific & individualized investment advice or recommendations, (ii) a promise or guarantee of any specific outcome, and (iii) is not intended to be used as the basis for you or your client's investment decisions. All investments in securities involve the risk of loss, and any discussions regarding past investment performance or any forward-looking perfor...
SPACs & Why Everyone is Still Talking About Them
July 28, 2021 15:49 - 18 minutes - 16.7 MBThe opinions expressed in this program are for general and informational purposes only and are not intended to provide: (i) specific and individualized investment advice or recommendations, (ii) a promise or guarantee of any specific outcome, and (iii) is not intended to be used as a primary basis for you or your client's investment decisions. All investments involve a risk of loss and that discussions regarding past investment performance and any forward-looking performance statements or p...
Welcome to What's Your Basis
July 09, 2021 17:26 - 4 minutes - 4.03 MBWho 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. On What's Your Basis, we pull back the curtain to deliver that same 360-degree view of financial planning to you. So, stick around. Your podcast library could use ...