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Thoughts on Money is a thought leadership platform driven by fiduciaries at The Bahnsen Group. Our mission is to share weekly insights into a variety of wealth management topics, featuring thoughts from field professionals on investing, planning, the economy, and pertinent cultural issues.

If You Could Ask Just One Question

If you could ask only one due diligence question, this piece shows how incentives, credibility, and skin in the game matter more than theory.

Convictions > Conformity

Convictions are formed through clarity and discipline. Conformity is formed through comfort and consensus.

Shortcuts, Head Starts, and Changing Lanes

Today, we dive into three timeless investing principles that we call shortcuts, head starts, and changing lanes.

Investment Du Jour

Our contrarian posture is a byproduct of our beliefs/philosophy being at odds with the investing culture of the day.

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About the Author

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.