Gil’s
Musings

Advisory Practice Evolution

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Gil penned a piece on Advisory Practice Evolution in Financial Advisor Magazine! “Many advisors get stuck in the path of least resistance methods and never evolve to scale.” “Over my…
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Don’t Overvalue Dividends

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Gil published a piece in Advisor Perspectives entitled “Don’t Overvalue Dividends.”   “My advisory firm is a big fan of stocks that pay dividends. Segment’s tax-efficient rising dividend portfolio is…
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