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.
As it often is in personal finance, sometimes the simplest questions can be the most revealing and thought-provoking.
I’ve found myself repeatedly cautioning people away from placing short term monies into long term investments.
The path to successful investing relies on being aware of what good investor behavior is and the right advice-giver to foster such.
It was time. Well, it was almost time. Around 2:45 pm on December 6th, 2022, I sat in a lonely hallway awaiting my invitation into …
Today, I would like to answer the question that has no right answer. Sounds like a fun little exercise, right? I want you to take …
In all my years, in all my conversations, of all the people I’ve interacted with, I have not met one pure indexer. I’m not exaggerating, I have not met one.
You just had a conversation with your second cousin’s husband over Thanksgiving dinner, and he gave you this “great” investment idea.
My days are filled with questions about tax loss harvesting, end-of-year retirement contributions, and inquiries about Roth conversions.
Trevor is a Partner and Director of our Private Wealth Advisor Group.
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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