FOOLISH: How Investors Get Worked Up and Worked Over by the System
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Language: English
Published by Lioncrest Publishing, 2021
- Softcover
- Used
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- Title
- FOOLISH: How Investors Get Worked Up and Worked Over by the System
- Author
- Baumgarten, Gil
- Publisher
- Lioncrest Publishing
- Publication year
- 2021
- Binding
- paperback
- Language
- English
- ISBN 10
- 1544519990
- ISBN 13
- 9781544519999
- Item weight
- 12 ounces
- Dimensions
- 5x0x8
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 over a decade 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.
After 25 years on Wall Street and over a decade 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.
"Synopsis" may belong to another edition of this title.
About the Author
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.
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.
"About the title" may belong to another edition of this title.
Meadowland Media
fayetteville, AR, U.S.A.
4-star seller
AbeBooks seller since June 12, 2019
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