Priceless

As an advisor, you have a natural bent towards math. You enjoy the projections, the forecasts, the modeling, and all the calculations behind financial planning. But, you also realize that it’s about more than math.

I like the way it is described in The Bahnsen Group’s executive summary, “What we do is manage money, and we do it for people – real people – and we implement plans on behalf of those people – sophisticated plans if need be. And we do it all because we love the work, love our clients, and love the capital markets.” I emphasize “real people” because that is the nucleus of our purpose – to serve our community with advice that helps “real people” and “real families” flourish.

Yes, we enjoy the planning, the strategizing, and the calculating, but our passion is watching people reach their goals. Money is a resource, and one that if stewarded well, can help us to send kids to college, take family vacations, and invest in all sorts of other memory-making moments.

This Thursday we celebrated the birth of our son Judah and I was reminded of the “why behind the what.” I’m always well aware – day in and day out – of “what” we do, but moments like this remind me of “why” we do it. Judah is the why.

I am going to leave this week’s Thoughts On Money short, as I am sitting in the hospital room enjoying my new baby boy, but I want to encourage you to dwell on your why. Meditate on all that you are grateful for, pray into all the things that you hope for, and let this energize you to go out and flourish in your calling.

Invest in what is priceless.

Judah Lee Cummings, born June 25, 2020 7lbs 3oz 19.5”

PDF / Print

June 26, 2020

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.

Send TOM Questions

TBG Teampage

TBG Homepage

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.

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.