Challenging the Status Quo
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Challenging the Status Quo

We get puzzled looks from new clients when we explain our position on taxable fixed income (bonds) in IRAs. Traditional planning advice recommends placing your highest growth assets in an IRA to maximize the tax deferral. We usually recommend the complete opposite approach, which becomes more and more preferable the higher the income of the…

Segment Ranked by HBJ among Houston’s Top Wealth Management Firms
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Segment Ranked by HBJ among Houston’s Top Wealth Management Firms

For the tenth consecutive year, Segment has been included among the Largest Houston-Area Wealth Management Firms by the Houston Business Journal. For 2023, Segment ranks 17th among the largest firms in Houston. We are proud to serve our clients and are grateful for their continued trust in us. Subscribers can follow this link to see…

COVER STORY: 10 Most Influential Finance Executives to Watch
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COVER STORY: 10 Most Influential Finance Executives to Watch

From Financial Advisor to Published Author: Gil Baumgarten’s Multi-Faceted Success Our very own Gil Baumgarten was featured on CIO View’s May 2023 cover as an “Influential Finance Executive to Watch in 2023.” Gil shares the journey of his career, how to navigate the tax code, and his future plans for Segment Wealth Management. “In today’s…

Beware of Email

Beware of Email

People believe that email communications are secure and private. Unfortunately, nefarious operators exploit this misconception, crafting elaborate schemes to separate you from your money. We all need to reset our beliefs about email and remain vigilant in communications. I’ll share a few close calls we’ve encountered to drive home this point. Once upon a time,…

ETF Anniversary
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ETF Anniversary

This week marks two anniversaries of significance for me. Thirty years ago this week, the first exchange-traded fund (ETF) had its initial public offering (IPO). I bought shares in my own account on the IPO of the Standard and Poors Depository Receipt (SPDR), which tracks the S&P500. I knew it was a game changer.  This…

Dividend Payers’ Worst Year Yet?
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Dividend Payers’ Worst Year Yet?

Segment’s business model is focused on compressing client costs and taxes and letting the market do its work. We operate this way because taxes and costs are controllable to a remarkable extent, and the benefits of doing so are repeatable. Stock pickers and trading-centric methodologies forfeit these benefits in search of market-beating returns. Our methodology’s…

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