Smart Money? Maybe. Brilliant Money? Never.
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Smart Money? Maybe. Brilliant Money? Never.

Like all industries, there is a pecking order in the investment arena, a hierarchy, if you will. At the top of the financial pyramid are the hedge fund and private equity businesses. At the base of the pyramid is the bank teller. While often grouped together, the hedge fund and private equity businesses are very…

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…

Expect to Bleed at the Cutting Edge
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Expect to Bleed at the Cutting Edge

It is quite fun to try to predict the future and invest in companies in the sweet spot of your prognostications. Investing in long-term growth trends with short-term dislocations is a viable strategy, and we do this often. But finding the “next big thing” is entirely different and is fraught with pitfalls. Such positioning comes…

Extreme Market Moves
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Extreme Market Moves

At the extremes of market moves, whether up or down, prognostications of the future begin in rapid-fire succession from soothsayers. When downside prevails, the predictions get increasingly dire. But this makes for huge missteps when an unforeseen event feeds a violent upside reversal. Just such a reversal happened earlier this week, with the market jumping…

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…

Odds-On Favorite Stock For 2021
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Odds-On Favorite Stock For 2021

Whatever you are doing that’s working, stop it. The cyclicality in investing is profoundly impactful. Unfortunately, most investors misread the signals and misplay their hand. They look for trends that have persisted and invest late in the game, often just in time for the reversal. Therefore, investing in last year’s loser is often a better…

Don’t Get Yield Myopia

Don’t Get Yield Myopia

Investors love dividends, and for good reason. Getting paid to hold a profitable stock is always an added bonus, and dividends receive preferential tax treatment too, being capped at a 23.8% rate. However, dividend yields are greatly misunderstood by many. Many investors think of dividend yields as a return on invested dollars, thus a higher…

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