Don’t Overvalue Dividends
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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 our most popular strategy. But if you dig into the numbers, the dividends our holdings pay are not huge. This is because we manage for…

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…

Ways to Reveal Hidden Costs in Your Portfolio
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Ways to Reveal Hidden Costs in Your Portfolio

In speaking with investors and advisors over the past few months, I have come to realize that a serious misunderstanding exists when it comes to the facts on advisory fees. One recurring area of confusion is how account level fees and product fees mix with one another. Clients nearly always assume that the account level fee they…

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