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FOOLISH
How Investors Get Worked Up and Worked Over by the System
Buch von Gil Baumgarten
Sprache: Englisch

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Beschreibung
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.
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.
Über den Autor
Gil Baumgarten, one of the nation's top financial advisors, is the Founder and President of Segment Wealth Management, an RIA financial advisory firm. Since its inception in 2010, Segment Wealth Management has grown to a top-10 firm in Houston, as recognized by the Houston Business Journal, with over a billion dollars in client assets under advisement. Gil is also a nine-time recipient of the Top 1,200 Financial Advisors distinction and has been ranked among the 50 best advisors in Texas by Barron's.

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.
Details
Erscheinungsjahr: 2021
Fachbereich: Wirtschaftsratgeber
Genre: Wirtschaft
Rubrik: Recht & Wirtschaft
Medium: Buch
ISBN-13: 9781544520001
ISBN-10: 154452000X
Sprache: Englisch
Ausstattung / Beilage: HC gerader Rücken mit Schutzumschlag
Einband: Gebunden
Autor: Baumgarten, Gil
Hersteller: Lioncrest Publishing
Maße: 222 x 145 x 19 mm
Von/Mit: Gil Baumgarten
Erscheinungsdatum: 23.04.2021
Gewicht: 0,509 kg
Artikel-ID: 120119185
Über den Autor
Gil Baumgarten, one of the nation's top financial advisors, is the Founder and President of Segment Wealth Management, an RIA financial advisory firm. Since its inception in 2010, Segment Wealth Management has grown to a top-10 firm in Houston, as recognized by the Houston Business Journal, with over a billion dollars in client assets under advisement. Gil is also a nine-time recipient of the Top 1,200 Financial Advisors distinction and has been ranked among the 50 best advisors in Texas by Barron's.

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.
Details
Erscheinungsjahr: 2021
Fachbereich: Wirtschaftsratgeber
Genre: Wirtschaft
Rubrik: Recht & Wirtschaft
Medium: Buch
ISBN-13: 9781544520001
ISBN-10: 154452000X
Sprache: Englisch
Ausstattung / Beilage: HC gerader Rücken mit Schutzumschlag
Einband: Gebunden
Autor: Baumgarten, Gil
Hersteller: Lioncrest Publishing
Maße: 222 x 145 x 19 mm
Von/Mit: Gil Baumgarten
Erscheinungsdatum: 23.04.2021
Gewicht: 0,509 kg
Artikel-ID: 120119185
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