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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.

Three Unrelated Pieces of Advice

Three key money tips: run your own race, take financial inventory, and value liquidity to strengthen your financial foundation.

Abnormal Returns

Things that have coin-flip odds can go on abnormal runs, but these runs are short-lived, just as this record reflects.

Taxes & Fees

Stubbornness is an unattractive quality, so keep a short deal-breaker list and keep opening doors for dialogue instead of closing doors.

A Picture is Worth a Thousand Charts

Investor euphoria is rising—explore market risks, valuation concerns, and timeless lessons from past bubbles.

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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.