A Fly On The Wall

Today is a bit different than normal.

Normally, I write an article and then gather a few of my colleagues to discuss the article over a podcast we produce weekly.

Today, I flipped the script – Deiya Pernas and I recorded an “unscripted” podcast that I would like to share with you all.  No article coincides with our discussion, but rather it was an open dialogue between Deiya and me on a few finance topics that I find interesting – and I hope you will too.

I’ve been teaching Sunday school at my church for about 15 years now.  What I have learned as a teacher is that each child has a different preferred learning style.  Some learn from hearing a story; some prefer to act it out; others want to dive in and read it themselves.  We, as teachers, try to deliver a message on all four fronts – visual, auditory, reading/writing, and kinesthetic.

I am an auditory learner, and I like to listen to podcasts and have discussions.  Podcasts, for me, feel like I am actually in the room – a fly on the wall – listening to a few people dialogue on topics that interest me.  Here at The Bahnsen Group, we have a lot of discussions throughout the day across many different departments, and we are always seeking to solve the riddle of how do we serve clients better.  We have a daily lunch routine where these discussions often take place, and today’s podcast is an opportunity for you to be a fly on the wall.

I am blessed to call Deiya Pernas both a friend and a colleague.  Deiya is the Chief Operating Officer and Deputy Chief Investment Officer here at The Bahnsen Group.  Before joining The Bahnsen Group, Deiya served in the Air Force, studied Economics at UC Berkley, and completed his Chartered Financial Analyst designation.  Deiya is well versed in capital markets, a great listener, very thoughtful in his dialogue, and someone I really enjoy learning from here at The Bahnsen Group.

So, please join us as Deiya and I discuss the following topics:

  • Investment Fees
  • ESG Investing
  • Fiduciary
  • TINA

And we close out with a discussion on what I think is the most exciting topic in finance right now.

Enjoy!

 

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The Bahnsen Group is registered with Hightower Advisors, LLC, an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through Hightower Advisors, LLC.

This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.

All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.

Third-party links and references are provided solely to share social, cultural and educational information. Any reference in this post to any person, or organization, or activities, products, or services related to such person or organization, or any linkages from this post to the web site of another party, do not constitute or imply the endorsement, recommendation, or favoring of The Bahnsen Group or Hightower Advisors, LLC, or any of its affiliates, employees or contractors acting on their behalf. Hightower Advisors, LLC, do not guarantee the accuracy or safety of any linked site.

Hightower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor for related questions.

This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.

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About the Authors

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.

James Andrews - CFP®

Private Wealth Advisor

James is a Private Wealth Advisor based out of TBG headquarters in Newport Beach, CA.

As an author of TOM [Thoughts On Money], James seeks to share core principles in decision-making that bring clarity to managing life and wealth.

He received his Bachelor of Science degree in Entrepreneurial Finance from Cal Poly Pomona and is a CERTIFIED FINANCIAL PLANNER®.

Blaine Carver, CFP®, CKA®

Private Wealth Advisor

Desiring to be a financial advisor since high school, Blaine has continued this passion by stewarding client capital for over a decade. A patient educator, he enjoys aligning clients’ financial resources with their values, particularly through creative charitable gifting strategies.

Blaine holds a Bachelor of Business Administration in Finance from Seattle Pacific University, where he also led the soccer team as captain.

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Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable. 
 
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