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.

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Portfolio Pick and Roll

I love playing basketball, watching basketball, thinking about basketball. I love basketball.  Maybe it’s because it not only requires skill, agility, and endurance but also …

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TOM 2020.05.15 WP

The Right Way to “Shop” for a Financial Advisor – Episode 2

Last week, in our discussion titled The Fixed Income Conundrum, we talked about the fact that this quarantine has left many of us with some …

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The Fixed Income Conundrum

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

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?

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

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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Hope and Faith

For many of us, we’ve spent the last few weeks in a shelter-in-place mode.  This change in our schedule has eliminated our commute, cleared our social …

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It Always Has

These last few weeks have been wild, to say the least.  For some, these two weeks have felt like two years as so much has changed …

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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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