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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.
Today’s TOM focuses on two financial siblings that I am sure you are quite familiar with – Stock Prices and Dividends.
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, …
Your financial plan lays out your financial objectives, and your investment portfolio is the diet that’s meant to help fulfill those objectives.
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 …
Alley-oop Growing up, my friends and I loved to shoot hoops after school. My best friend, Andrew, had a basketball hoop set up in the …
I live in San Clemente, California. Also known as The Spanish Village By The Sea. A wonderful place to live, if you ask me. …
On A Mission If you live in South Orange County (California) and you are involved in Youth Ministry, there is a good chance that you’ve …
Date Night My wife and I recently had a date night. For some, this may be a normal occasion, but for us, this is a …
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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