Family Offices Expand Hedge Fund Investments
Family Offices Expand Hedge Fund Investments Family Office Networks Survey Reveals 20% Growth is on the Horizon Palm Beach, FL – (May 4, 2021)…
Topic
Finance
What’s in Your Portfolio? D versus ESG
What’s in Your Portfolio? D versus ESG Five years ago, I sat down with the head of Wealth Management at one the largest US…
Not All ETFs Are Created Equal
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…
Insurance is a Racket!
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,…
Trevian Capital – Differentiators in a Crowded Market
Trevian Capital – Differentiators in a Crowded Market Since 2013, Trevian Capital has provided short-term, first-mortgage bridge loans secured by multifamily and commercial real…
Conventional Wisdom on Wall Street
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…
Trevian Capital
Trevian Capital Trevian Capital, founded in 2013 by Michael Hoffenberg, is an established middle-market real estate finance company that provides short-term, first-mortgage bridge loans…
Taxes: The Misunderstood Factor
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…
The Inner Workings of ETFs
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.…
Why Invest in the Blue Economy NOW.
Why Invest in the Blue Economy NOW. Proteus™ will be the future of commercial Ocean exploration. As the International Space Station of the Ocean,…