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.

Liquid Blog

Liquidity Ambiguity

Translation Please Today, I want to talk about a word in finance that is often misunderstood and/or ignored – liquidity.    There is a language of finance, …

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Diversification-Bloga

Dumbfounded By Diversification

La Comida If you are from California, there is a good chance that Mexican food is a staple part of your diet.  California has lots of …

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Leftovers Blog

The Leftovers

No Bite Left Behind Growing up, there was a well-known rule around our house – you eat all the food on your plate, every last bite.  …

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Surprise Blog

No Surprises

There will always be a neighbor or someone you know, that will do better than you.  Not everyone, but someone.  Don’t be surprised.

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baby in front of siblings

Financial Siblings  

Today’s TOM focuses on two financial siblings that I am sure you are quite familiar with – Stock Prices and Dividends. 

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Clone Blog

Cloning Your Money

Multiplicity Doug Kinney.  A normal guy, striving to be great at his job, striving to be a great husband, striving to be a great dad, …

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Craving Blog

Financial Cravings

Your financial plan lays out your financial objectives, and your investment portfolio is the diet that’s meant to help fulfill those objectives.

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Method Blog

The Madness of Methods

Over the last few months, many of my Thoughts On Money have revolved around the importance of marrying one’s financial plan and investment management.  That is to say, that the financial plan should be the driving force behind how …

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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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