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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.
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 …
Why do people invest? While the question is simple, the answer does have some interesting components to it. This week’s edition takes on this and more.
I had no idea that my decision to write on topics of risk, drawdowns, and recovery periods would be so timely based on how the markets kicked off this week!
In this week’s TOM, we look at reasons why your portfolio may trail the market and some valuable lessons in asset allocation and “return envy.”
Will the income from your portfolio satisfy all of your living expenses in retirement? This week’s TOM looks at important factors to consider.
Based on the recent inquiries, I thought it appropriate to provide a succinct refresher on life insurance.
In TOM this week, let’s examine the nuances of taking one’s time when investments are involved .
The beginning of the year leaves a lot to the imagination, right? Like, what will happen in 2020? Who will win the election? How will …
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.
Securities offered through HighTower Securities, LLC, Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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