Trevor_20200104

THOUGHTS ON MONEY [T.O.M.] is a place to find simple truths on money. Everything from budgeting to investing to decision making. A great place to come for answers to your own personal financial questions or to spark thought on how to improve your financial life. Enjoy an easy to read, application focused commentary.

Portfolio Pick and Roll
May 22, 2020
I love playing basketball, watching basketball, thinking about basketball. I love basketball.  Ma...
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The Right Way to “Shop” for a Financial Advisor - Episode 2
May 15, 2020
Last week, in our discussion titled The Fixed Income Conundrum, we talked about the fact that thi...
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The Fixed Income Conundrum
May 08, 2020
Here’s one of those conundrums that many investors are faced with: With bond yields so low, should I own any bonds in my portfolio?
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A Watched Pot
May 01, 2020
You’ve heard the old adage a watched pot never boils. This proverb rings true in the world of investing. Perhaps you are the investor who checks
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Is THIS a good time to BUY?
April 24, 2020
Lately, I have had many friends reach out to me all with the same question – is it a good time to buy? This inquiry is often followed up with some details
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Putting a Price on Value
April 16, 2020
Today we will dive a little deeper into the history of value investing and why I continue to hold tight to my convictions around this style of investing.
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About the Author

Trevor Cummings

Private Wealth Advisor, Partner

Trevor is a Private Wealth Advisor focused on building customized financial plans for his and many clients of the team.

As the author of TOM [Thoughts On Money], Trevor endeavors to write and speak about financial concepts and principles in a kind of “straight” talk demeanor and posture.

He received his Bachelor’s degree in Organizational Leadership from Biola University and his MBA from California State University, Fullerton.

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