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Family Office Networks Introduces Carolinas Family Office AssociationFamily Offices & Trusted Advisors Invited to Membership Charleston, South Carolina – May 12, 2021 – Family Office Networks announced today the launch of the Carolinas Family Office Association led by local resident Dean Porter. The group will serve one of the fastest growing family office regions in...
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Not All ETFs Are Created Equal By Gil Baumgarten, Segment Wealth Management, LLC ETFs have become one of the most popular vehicles for investors, but all ETFs are not created equal; not all ETFs are low-cost, and not all ETFs are particularly liquid. That illiquidity can cause bid/ask spreads that should be part of the cost...
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Insurance is a Racket! By Gil Baumgarten, Segment Wealth Management, LLC I know that’s a bit harsh, but the odds of most claims are low, and costs are generally high relative to that risk. I’m also a former life-licensed agent from decades ago, so I’m pretty familiar with the math.  Being in the investment business, most...
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Client Spotlight – The Latin American Art Fund Paul Hollingworth, a veteran British Investment Banker and financial analyst, is bristling with energy about a new US$50million Latin American Art fund. “I am combining my two passions, art and investment”. Hollingworth has assembled a blue-chip board of directors with a combined 75 years of asset and...
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Conventional Wisdom on Wall Street By Gil Baumgarten, Segment Wealth Management, LLC Wall Street’s success is often predicated upon the belief that they can predict the future through sheer intelligence and insight. Even if so, I contend that the mere pursuit of investing in the right place at the right time comes with enough disadvantages to...
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Taxes: The Misunderstood Factor By Gil Baumgarten, Segment Wealth Management, LLC After 35 years of counseling investors, I find that certain investing factors are grossly misunderstood by many. Unfortunately, the most misunderstood is also the most important: Taxes. As the old saying goes, knowledge comes from experience, but wisdom comes from bad experience. Even experienced investors...
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The Inner Workings of ETFs By Gil Baumgarten, Segment Wealth Management, LLC I wrote last week about the importance of considering taxes in investment strategy. Brokers tend to sweep tax considerations under the rug because they make more money from active strategies which create taxes as a byproduct. Beware if you hear the cliché that taxes...
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Big Tax Changes Proposed but Not Likely By Gil Baumgarten, Segment Wealth Management, LLC With the changing of the guard at the White House now complete, the new administration has turned its attention to our tax code. President Biden has proposed significant tax rate changes, including an increase in the highest bracket from 37% to 39.6%....
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Complimentary One Year Access to FoundersCard FoundersCard is a Membership community of the world’s most successful and influential entrepreneurs and business professionals. Members enjoy access to 500+ exclusive benefits from premier travel, lifestyle, and business brands.          As a member of FON we’d like to extend an exclusive and complimentary 1-Year FoundersCard Membership (worth $595) to support you. Please...
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The Mindful Classroom Program – Training the Brain to Strive for Gain The SoulPhysio Foundation’s Mindful Classroom is dedicated to making wellness services available to underprivileged children, families, and schools who are not covered by insurance. “Living a healthy lifestyle should not be a luxury. It’s a necessity for everybody on this planet. The first...
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