Regulators Need to Do More to Curb Egregious Annuities Sales Practices
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Regulators Need to Do More to Curb Egregious Annuities Sales Practices

“The Department of Labor is under pressure to release its new Retirement Security Rule, which would impose fiduciary obligations on more financial professionals working with retirement clients. But from my vantage point as a fiduciary advisor, regulators’ focus on individual retirement accounts overlooks more egregious activity in non-IRAs happening right under their noses. Particularly absent from the discussion about…

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…

Death and Taxes: Not So Certain After All
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Death and Taxes: Not So Certain After All

Gil published a piece in Forbes Council titled, “Death and Taxes: Not So Certain After All.” After years of writing about the subject, long-time readers will surely realize how degrading taxes are to returns. With market liquidity at all-time highs and trading commissions now free, investors are seemingly incentivized to trade their accounts. The math…

Segment Unveils Initiatives to Navigate Market Volatility
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Segment Unveils Initiatives to Navigate Market Volatility

With almost 40 years of investing experience, Baumgarten is revealing how he applies keen knowledge and his eye for tracking the latest financial developments to Segment Wealth’s advisory practice. “During inflation, cash is under attack, so items such as property and investments will generally do better. Specifically assets like collectibles, ranches, prime real estate, even…

ESG? Not So Fast.
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ESG? Not So Fast.

Gil penned a piece on ESG Investing in Financial Advisor Magazine! Do well by doing good. That’s the trendy, feel-good mantra of ESG (environmental, social, governance) investing proponents. It’s much the same claim as electric cars being environmentally friendly. The carbon footprint of an electric car battery is far worse than a gas-powered car’s lifetime of…

Profound Power Of The Unrealized Gain
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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 hedge funds hang their hats on their trading prowess and the glory of periodic home runs. Any success they have provides good cover for the…

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…

Implications of Biden’s Proposed Tax Changes
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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, these concerns focus primarily on a couple key parts of the president’s proposal. Below, I’ll take a look at what those parts are and their…

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