OM DENNE PODCAST 🔗
Uncommon Solutions, presented by Schechter, provides a unique perspective on an assortment of advanced financial topics for high-net-worth clients and advisors.
Disclaimer:
Insurance products provided by Schechter Wealth (aka Robert Schechter and Associates) are issued by various third-party carriers. Investment advisory services are offered through Schechter Investment Advisors and Schechter Private Capital, each of which are SEC registered investment advisers sharing common ownership with Schechter Wealth. Securities offered by Schechter employees in their capacity as registered representatives of third-party broker-dealer Kingswood Capital Partners, LLC, previously named Chalice Capital partners, member FINRA, SIPC. Podcasts recorded and published by Schechter and its affiliates are made solely for informational purposes. Employees or representatives of Schechter Wealth, Schechter Investment Advisors, and Schechter Private Capital providing such information are not intended to be and should not be considered to be a solicitation for a specific purchase or sale of any security, nor the provision of individualized investment advice. All statements, comments, views, or opinions expressed in the podcast are general in nature and do not represent professional financial, economic, legal, accounting, tax, or other advice. All investments include some level or risk, past performance is not indicative of future results.
Disclaimer:
Insurance products provided by Schechter Wealth (aka Robert Schechter and Associates) are issued by various third-party carriers. Investment advisory services are offered through Schechter Investment Advisors and Schechter Private Capital, each of which are SEC registered investment advisers sharing common ownership with Schechter Wealth. Securities offered by Schechter employees in their capacity as registered representatives of third-party broker-dealer Kingswood Capital Partners, LLC, previously named Chalice Capital partners, member FINRA, SIPC. Podcasts recorded and published by Schechter and its affiliates are made solely for informational purposes. Employees or representatives of Schechter Wealth, Schechter Investment Advisors, and Schechter Private Capital providing such information are not intended to be and should not be considered to be a solicitation for a specific purchase or sale of any security, nor the provision of individualized investment advice. All statements, comments, views, or opinions expressed in the podcast are general in nature and do not represent professional financial, economic, legal, accounting, tax, or other advice. All investments include some level or risk, past performance is not indicative of future results.
Opdateringsfrekvens:
every 48 days
Gennemsnitlig lydlængde:
14 minutes
Engelsk
USA
9 episoder
siden 27. maj 2020
episodic
SENESTE EPISODE 🔗
The information discussed in this podcast does not represent individualized investment advice, professional legal or tax advice, and should not be used to project or predict the success or suitability of any particular investment. Actual results will vary depending upon an individual's age, health…
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SIDSTE EPISODER 🔗
Disclaimer: The information discussed in this podcast does not represent individualized investment advice, professional legal or tax advice, and should not be used to project or predict the success or suitability of any particular investment. Actual results will vary depending upon an individual's …
Note regarding the use of LIBOR as a reference rate: The discontinuation of LIBOR as a reference rate, currently expected to occur after 2021, could have a significant impact on the investment products, the entities who sell these products, and the overall financial market, in general. Click here f…
View the infamous photo discussed in this episode: See photo.
Risk Disclaimer:
While life settlement transactions may be a valuable source of liquidity for people whose life insurance needs have changed over time, and for those who would otherwise surrender their policies or allow them to lapse, they may not be suitable for everyone.
Schechter and its represe…
Check out the infamous guitar chip mentioned in this episode: See picture.
The description of the premium financing product and S&P 500 index returns was solely for illustrative purposes to describe the product and are not based on actual returns. Past performance is not indicative of future results. Premium financing involves certain risks that you should be aware …
Forbes article: Cash Value Life Insurance Provides A Safe Harbor in Today’s Economic Storm
https://www.forbes.com/sites/forbesfinancecouncil/2020/04/29/cash-value-life-insurance-provides-a-safe-harbor-in-todays-economic-storm/
On Uncommon Solutions, we explore the intersection of creativity and financial services. The podcast is produced by Schechter, a boutique, third generation, financial services firm in Birmingham, MI.
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