What's Your Basis?

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.

The way investors value their investments has begun to evolve. For many, it's no longer just about profitability, they also want their money to make a positive impact on society and the world. While the practice of socially responsible investing (SRI) has been around for decades, it, alongside environmental, social, and governance (ESG) and impact investing, has risen to the top of investors' minds, accounting for more than $1 out of every $3 under professional management in the U.S. in 2020. We explore the differences in these concepts as well as what investors should look for before placing their money.

You've likely heard the term SPAC a time or two (or ten) this year. And this comes as no surprise as SPACs, which stands for special-purpose acquisition companies, also commonly referred to as "blank check companies," have become a popular vehicle for various transactions, including transitioning a company from a private company to a publicly traded company. In this episode, we dissect the buzz surrounding SPACs and tell you exactly what you need to know.

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.