Overview

Wall Street brokerage firms won't be happy about this book. That's because brokerage firms have built their businesses on profiting in the shadows, and they surely don't want the lights to come on. After 25 years on Wall Street and another 10 years as a fee-only fiduciary RIA, Gil Baumgarten knows all the brokerage tactics that make your portfolio inefficient and put you at a disadvantage. He also understands the common, self-destructive tendencies that make every investor vulnerable to brokerage firm schemes. FOOLI$H pulls no punches. This book is your inside look at the complicated brokerage ecosystem and the realities of investor behavior. You'll discover the staggering differences between brokerage and advisory systems and walk away with actionable advice to help you stay on guard. Most importantly, you'll take an introspective look at your investing style and learn how to walk away from the FOOLI$H routes investors so often take.

Full Product Details

9781544519999

Table of Contents

Reviews

Author Information

Gil Baumgarten, one of the nation's top financial advisors, is the Founder and CEO of Segment Wealth Management, an RIA financial advisory firm well known for its tax-suppression and efficient portfolio construction methods. Since its inception in 2010, Segment has doubled in size every four years and currently manages over $2 Billion in client assets. Barron's ranks Segment a Top-100 Independent Advisory Firm in America.The Houston Business Journal named Gil one of ""Houston's Most Admired CEOs"" in 2022. Gil is active in local philanthropy, having donated more than $3 million to local and national charities since 2022. Distinctions aside, Gil's affinity for precision and detail reveals itself in his daily life as well. He is an avid outdoorsman, award-winning woodworker, and attentive family man, friend, and colleague.

Tab Content 6

Countries Available