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What's In My Model Portfolio: Schechter's Long-Term Allocations

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Kategorien: Geschäftswaren Selbstständige ohne Mitarbeiter Personal Marketing PR | Public Relations Alter: 19 - 30 Jahr 31 - 64 Jahre

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Morning Memo

MAY 10, 2024

WHAT'S IN MY MODEL PORTFOLIO

Schechter Investment Advisors: Long-Term Allocators With Direct Indexing at the Core

Diana Britton

Aaron Hodari, the chief investment officer at Schechter, provides a peek inside the $3.45 billion RIA’s moderately aggressive model portfolio.

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ESTATE PLANNING

IRS Issues New Regs on GST Allocations

Martin M. Shenkman and Jonathan G. Blattmachr

Taxpayers must apply for a private letter ruling to get an extension.

WHITE PAPER

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DIAMOND PODCAST FOR FINANCIAL ADVISORS

The Story Behind Summit Financial's Growth

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Ed Friedman, direct of business development and growth at Summit Financial, shares the secret sauce driving the RIA's 3x growth in four years.

MUTUAL FUNDS

Wall Street Has Culled Some 1,000 Mutual Funds in Past Decade

Katie Greifeld

While 95 new mutual funds have debuted this year, 123 have already shuttered, according to Morningstar Inc. data.

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