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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.
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.
In the last few weeks, I have had more conversations about a recession and what that entails than I’ve ever had in my entire career.
Can a daily following of markets and a long-term investing posture live in harmony, just as love and discipline both co-exist in good parenting?
Investment management outside the context of a financial plan will find you a victim to the classic financial misstep of “ready, fire, aim.”
September. Was. Ugly. The S&P 500 was down more than 9% in the month of September alone. Markets were dropping, and investors …
A Preschoolers Paradigm Kids are the best. They say the funniest things, and they don’t mind telling you exactly how they feel. They’ll give you the …
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.