Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.
Jun 9, 2023 • 28 minutes
I think there is a lot of confusion about what or what not to do a Roth conversion. This decision has a lot to do with timing.
Jun 16, 2023 • 25 minutes
Today I will discuss how I morphed these frustrations into a financial planning solution. My hope is that by sharing my approach and process, it will help to sharpen your planning mind as well.
Jun 30, 2023 • 25 minutes
Today, I want to discuss how you can expand those education options for future generations with good planning and one particular strategy.
Jul 7, 2023 • 28 minutes
Today on TOM, we will discuss the importance of passing down financial wisdom and a couple examples of how other families have addressed this tension of helping but not hindering.
Jul 14, 2023 • 16 minutes
A recollection of some difficult experiences and a training meeting at the office this week revealed this gap in my plan.
Jul 19, 2023 • 7 minutes
David Bahnsen is traveling today and I, Trevor Cummings, will be filling in to provide you with the daily happenings around markets on this beautiful summer day.
Jul 20, 2023 • 27 minutes
Markets are complex systems, and it is best to digest all the available information to help refine and evolve your perspective.
Aug 4, 2023 • 26 minutes
When we think about flourishing, we should invoke this idea of prospering and thriving in whatever environment we find ourselves in.
Aug 11, 2023 • 28 minutes
Thank you for your faithful readership of Thoughts On Money. You and I, we are in this together. As iron sharpens iron, So one person sharpens another.
Aug 18, 2023 • 28 minutes
Please join me as I bring some life to the topic of taxes and provide you with some basic real-life applications.
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