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.

TOM Blog

It’s All a Bunch of Pooh

A Practitioner’s Perspective I know I’m not the smartest guy you’ll ever meet. And I know I don’t have a reputation or record of predicting …

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TOM Blog

On The Contrary

I thought it would be both appropriate and interesting to zoom in on some contrarian indicators.  These are measuring sticks or alerts that may encourage us to stray from the herd.

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TOM Blog

Digesting The DC Today

We hopscotch through David’s common DC Today headers and discuss how these current events can be viewed, assessed, and applied.

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TOM Blog

Expense Based Planning – Revisited

My affinity to the EBP approach is that it starts with the expenses in mind and the outcome of the design determines the expected downside.

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Quite Interesting

Today I’d like to discuss both the basics of interest rates and how interrelated they are to the markets at large.

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looking puzzled, confused and stressed, wondering between different options, feeling uncertain

Weighing Your Options

Have you ever taken the Enneagram? If not, you should check it out; it’s a personality test. For those familiar with the Enneagram, you know …

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Cute little boy sitting ?n a suitcase with the money

Figuring Out Your Finances

Neither you nor I know what the future has in store.  The future is uncertain.  For many, this uncertainty can be unsettling.

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TOM Blog

Hodgepodge and Potpourri – Part Two

Nostalgia has led me to borrow these popular Jeopardy categories – Hodgepodge and Potpourri and how it relates to finance topics of the day.

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About the Author

Trevor Cummings

Private Wealth Advisor, Partner

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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