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The game of transitioning from saver to investor is called "margin." That’s the spare area between your load and your limits.

The right diversification strategy should potentially depend on the risk profile of the investor.

Houston, Texas--(Newsfile Corp. - September 30, 2022) - President of Segment Wealth Management, Gil Baumgarten, is offering guidance to investors amid the economic crisis through a series of articles

Share this article Share this article HOUSTON, May 4, 2021 /PRNewswire/ -- Gil Baumgarten, president of Segment Wealth Management, gives investors an inside look at the conflicted brokerage ecosystem. In FOOLISH: How Investors Get Worked Up and Worked Over by the System, he uses straight talk and a tough love approach to help investors understand how they are also part of the problem, while arming them with the information they need to make smart financial decisions. "I've never spent much time in casinos, but I know one thing for sure: the house always wins. If you've ever paid attentio...

Gil Baumgarten, President of Segment Wealth Management, accepted into Forbes Finance Council Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management, and Investment Firms News provided by Share this article Share this article HOUSTON, April 15, 2021 /PRNewswire/ -- Gil Baumgarten, President of Segment Wealth Management, an award-winning advisory services firm in Houston, Texas, has been accepted into Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, wealth and ass...