DiscoverOpto Sessions: Stock market | Investing | Trading | Stocks & Shares | Finance | Business | Entrepreneurship | ETF#92 - Gil Baumgarten - A Wall Street Cartel, Unrealised Gains & the Most Common Mistake Investors Make
#92 - Gil Baumgarten - A Wall Street Cartel, Unrealised Gains & the Most Common Mistake Investors Make

#92 - Gil Baumgarten - A Wall Street Cartel, Unrealised Gains & the Most Common Mistake Investors Make

Update: 2021-12-02
Share

Description

Gil Baumgarten is President & CEO of Segment Wealth Management, a 36-year veteran of the securities and investment industry.

After 25 years on Wall Street, Gil had grown tired of brokerages routinely putting their own interests above those of the client. Gil lifts the lid on the nefarious practice’s endemic amongst these Wall Street institutions, before taking us through the diametrically opposed investment approach, employed at Segment.

Gil identifies the most common mistakes made by individual investors, before explaining the power of unrealized gains. And to finish, Gil describes Segment’s ETF investment strategy, demonstrating how their Core and Satellite positions complement each other, to form a robust, diversified portfolio. Enjoy!

Visit Segment's website for more information: https://segmentwm.com

And to check out Gil's book here's a link to 'FOOLISH: How Investors Get Worked Up and Worked Over by the System': https://www.amazon.com/FOOLISH-Investors-Worked-Over-System/dp/1544519990

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

------------------
Past performance is not a reliable indicator of future results.
CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.

The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.

CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein. For any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

Comments 
In Channel
loading
Download from Google Play
Download from App Store
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

#92 - Gil Baumgarten - A Wall Street Cartel, Unrealised Gains & the Most Common Mistake Investors Make

#92 - Gil Baumgarten - A Wall Street Cartel, Unrealised Gains & the Most Common Mistake Investors Make

Haydn Brain & Ed Gotham