What's Your Basis?: Recent Episodes
Schechter
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. 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.
No 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.
There 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.
The 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?
Ah 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.
Risk 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 performance statements or projections are never a promise or guarantee of future results.
“ESG", as referred to herein, refers in the broadest sense to encompass terms such as “socially responsible investing (SRI),” “sustainable,” “green,” “ethical,” “impact,” or “good governance” to the extent they describe environmental, social, and/or governance factors that may be considered when making an investment decision.
Different ESG approaches may entail investment, marketing, and compliance risks that are unique to those approaches. The lack of standardized and precise ESG definitions present certain risks. For instance, the variability and imprecision of industry ESG definitions and terms can create confusion among investors if investment advisers and funds have not clearly and consistently articulated how they define ESG and how they use ESG-related terms, especially when offering products or services to retail investors. Actual portfolio management practices of investment advisers and funds should be consistent with their disclosed ESG investing processes or investment goals. As certain social criteria may exclude securities of certain issuers for non-financial reasons, ESG investments are subject to the risk that investors may forego some market opportunities available to those who do not use these criteria.
The 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 projections are never a promise or guarantee of future results. SPACs present various risks depending on what point in the SPAC "life cycle" the investor purchases shares. A diverse set of risk factors tailored to a client's individualized investment circumstances should be considered when investing in SPACs. Some of these factors include but are not limited to: (i) The limited business track record of SPAC companies and managers, (ii) the risk that a SPAC does not find a Target Company and is ultimately liquidated, and (iii) the risk of SPAC depreciation due to negative investor sentiment revealed after public shareholder votes.
Schechter investment management services are offered and managed by the Schechter Investment Advisors (SIA), a U.S. registered investment adviser. Securities offered by Schechter employees who are registered representatives (“RRs”) of third-party broker-dealer Chalice Capital Partners, LLC (“Chalice”), member FINRA, SIPC, a registered broker-dealer.
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. 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.