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Foolish: How Investors Get Worked Up and Worked Over by the System - Hardcover

Baumgarten, Gil

 
9781544520001: Foolish: How Investors Get Worked Up and Worked Over by the System
Hardcover
ISBN 10: 154452000X ISBN 13: 9781544520001
Verlag: Lioncrest Publishing, 2021

Inhaltsangabe

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.



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Über die Autorin bzw. 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.

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Verlag
Lioncrest Publishing
Erscheinungsdatum
2021
Sprache
Englisch
ISBN 10 
154452000X
ISBN 13 
9781544520001
Einband
Gebundene Ausgabe
Anzahl der Seiten
256
Kontakt zum Hersteller
Nicht verfügbar
Verantwortliche Person
Nicht verfügbar