About Theodore Schneider

Theodore Schneider is a Director, Portfolio Advisor with Round Table Wealth Management Read Theodore 's Biography >

Using Mortgage Interest to Fund Investments: The Interest Tracing Rules

Finding the capital to make investments, whether into your business or other traditional investments, can often be challenging. The more stringent lending rules emanating from the latest economic downturn have made it even more difficult. For many investors, the [...]

By |2019-09-23T13:09:11+00:00August 10th, 2019|Whitepapers|Comments Off on Using Mortgage Interest to Fund Investments: The Interest Tracing Rules

Stocks vs. Bonds

Stocks and Bonds are two financial instruments that are typically the core of any investor’s portfolio. But do you know exactly what constitutes a stock or bond, or whether you should invest in a stock, a bond, or both? [...]

By |2019-10-21T19:01:20+00:00February 1st, 2019|Investing, Women of Clarity|Comments Off on Stocks vs. Bonds

Good Guys Don’t Finish Last: The Performance Benefits of SRI Investing

For investors that are interested in sustainable, responsible, and impact (“SRI”) investing, the common question almost always comes up: “Can SRI investments produce the same returns as traditional investments, is performance sacrificed in order to achieve a social impact?” [...]

By |2019-07-15T21:44:14+00:00October 2nd, 2017|Blog|Comments Off on Good Guys Don’t Finish Last: The Performance Benefits of SRI Investing

China Review: Economic Risks & Recommendation

As volatility heightened over the last year across global markets, China has come under the spotlight as a key source of global turmoil. During the past year we have indicated that China’s economic situation has become increasingly precarious, however, [...]

By |2019-07-15T21:30:14+00:00April 26th, 2016|In the News|Comments Off on China Review: Economic Risks & Recommendation

Don’t Sweat the Small Stuff: The Hidden Opportunities in International Small Companies and Small Countries

While having exposure to international equities is a well-documented benefit to an investor’s total asset allocation, the underlying composition of an international equity portfolio is often overlooked and under-diversified. As a result, investors may be limiting their opportunity [...]

By |2019-07-15T15:11:04+00:00June 16th, 2015|Whitepapers|Comments Off on Don’t Sweat the Small Stuff: The Hidden Opportunities in International Small Companies and Small Countries