Blog

Thoughts and musings from my desk to you.

Segment Unveils Initiatives to Navigate Market Volatility

Segment Unveils Initiatives to Navigate Market Volatility

Behavioral Finance, Investing, 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.

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Resist ESG Investing

Resist ESG Investing

ESG, Investing

Environmental, Social & Governance (ESG Investing) is the new popular trend in investment evaluation whereby investors use non-financial factors to screen investment options. As it gains popularity for its feel-good effects, it is currently enjoying outsized results as investors jump on the bandwagon.

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Long Live Volatility

Long Live Volatility

Behavioral Finance, Investing

I often tell people that the best-performing investment clients have ‘faith in the future’ as their defining characteristic, and the worst-performing clients do not have that but instead, routinely give in to their fears. Are losses and chaos the “normal” state of things? Or is order and higher prices over time the “normal” state? I believe in the latter.

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Predictably Irrational Investing

Predictably Irrational Investing

Behavioral Finance, Investing

The field of economics has long assumed that people make decisions that optimize their own utility, and to derive the greatest benefit for themselves. However, psychological studies show that we humans do not do this, but rather we often make irrational choices, and we do so predictably. In this case, irrational investing choices.

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Don't Overvalue Dividends

Don't Overvalue Dividends

Dividends, Investing

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 total return, not maximum cash flow.

We buy stocks with a mind toward dividend sustainability and a history of payment hikes. This contrasts with normal bias toward dividend shopping, where one would simply buy the highest-yielding companies as though nothing else mattered.”

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Investing is All About Perspective

Investing is All About Perspective

Behavioral Finance, Investing

As investors attempt to navigate choppy waters, we often come to realize how difficult it is to predict the future. Most tend to project today into tomorrow and more dangerously, we tend to act today based on what we feel about tomorrow.

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Smart Money? Maybe. Brilliant Money. Never.

Smart Money? Maybe. Brilliant Money. Never.

Investing

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.

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Investor Trendspotting

Investor Trendspotting

Investing, stock market

One of the greatest misconceptions investors have embedded in their psyche is the assumption that predictions about the future are accurate or even valuable. I struggle with it too.

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Hedge Funds' Comeuppance

Hedge Funds' Comeuppance

Investing

Hedge fund managers are far and away the wealthiest and most powerful operators on Wall Street. This is despite producing some of the worst overall results for investors.

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Gil's Musings

Learn about the world of investing from a 38-year industry veteran. Gil's Musings are inspired by Gil's thoughts on timely finance topics, stock market trends and the psychology behind smart investments.

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