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THE MORE YOU MAKE, THE MORE NEW TAXES YOU HAVE TO PAY
Bernie Kent of Schechter Investment Advisors contributes to the explanation about higher tax rates for upper-income taxpayers, as well as a higher capital gains tax rate and a new investment surtax that was included in the Affordable Care Act.
ANALYZING THE VALUE OF LIFE INSURANCE AS AN INVESTMENT
Jordan Smith, JD, LLM and Vice President of Advance Design at Schechter Wealth addresses the investment nature of cash value life insurance, as well as life insurance purchased for death benefit (both permanent & term).
Crain’s Detroit Business: Two of Detroit’s Top Investment Advisors join Schechter
Bernie Kent JD, CPA, PFS and John Stein, CFA join Schechter to build investment advisory services.
ENHANCING YOUR BOOMER CLIENT’S RETIREMENT PLAN
Chris Hale, Senior Vice President of Schechter Investment Advisors contributes to the discussion about financial tools that offer safe growth.
SPIAs and UNIVERSAL LIFE: PERFECT COMBO FOR CHARITABLE CLIENTS
A discussion of how annuity arbitrage can provide flexible alternatives for helping their favorite charity.