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”

The Bahnsen Group is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; 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.

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.

About the Author

Trevor Cummings

Private Wealth Advisor, Partner

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.


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