Gil’s
Musings
Profound Power Of The Unrealized Gain
Gil published a piece in Forbes Council titled, “The Profound Power Of The Unrealized Gain.” Unrealized gains have a benefit that doesn’t show up in percentage return. “Money managers and…
Segment Ranked by HBJ among Houston’s Top Wealth Management Firms
For the eighth consecutive year, Segment has been included among the Largest Houston-Area Wealth Management Firms by the Houston Business Journal. For 2021, Segment ranks 15th among the largest firms…
Habits of Behavioral Finance
Since early 2020, the stock market has made headlines with its unexpected ebbs and flows. This prompts people who otherwise had their money invested elsewhere to try their hand at…
Inflation? Yes, Then No.
Twenty-five years ago, I had an archery deer lease in Refugio County, Texas. One time, I headed down there after a long day at work and arrived at Two-J’s Restaurant…
Advisory Practice Evolution
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…
Predictably Irrational Investing
The field of economics has long assumed that people make decisions that optimize their own utility, and to derive the greatest benefit for themselves. However, psychological studies show that we…
Don’t Overvalue Dividends
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…
Implications of Biden’s Proposed Tax Changes
Gil published a piece in Forbes Council titled, “The Implications of Biden’s Proposed Tax Changes.” “Investors are understandably concerned about President Biden’s plans for additional tax revenue. In my experience,…
Subscribe to Gil’s Musings
Sign up to receive Gil’s periodic musings about investment trends, the stock market, investor behavior and current affairs. Join today and receive a handful of Gil’s favorite past musings, and be the first to receive his freshly penned thoughts