Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.
Aug 25, 2023 • 36 minutes
Join me as I walk through a real-life story of legacy and share some practical steps for how you can leave a legacy.
Sep 6, 2023 • 29 minutes
Investors today are trying to change lanes in traffic, and they will inevitably experience lane change regret.
Sep 20, 2023 • 26 minutes
I’ll often tell clients that a huge part of my job is to improve financial hygiene. So, I use this checklist to keep me on track.
Sep 26, 2023 • 32 minutes
We dodge these scamming attempts daily. Yet, these scams are still in high production. Why? Unfortunately, because they still work; people are still being duped daily.
Oct 6, 2023 • 25 minutes
We will unpack how to measure results and some of the common pitfalls result-driven investors and athletes face. I am sure you will enjoy a stroll down my memory lane and the opportunity to grow as investors.
Oct 13, 2023 • 34 minutes
Our job isn’t for you to die with the most money. Our job isn’t for you to beat markets. Our job is to help you progress towards your goals.
Oct 17, 2023 • 8 minutes
This is an exciting time of the year as our investment committee dives deep into all the portfolio particulars and then surfaces with a plethora of content to share with our clients as well as some actionable portfolio items.
Oct 18, 2023 • 9 minutes
Markets were a bit more active today than yesterday. We also had a rebound in housing starts, another L for Jordan’s ballot push, and Biden seeking a monumental aid package for Israel.
Oct 20, 2023 • 38 minutes
Last week, we had an incredible guest author, Blaine Carver. To continue the trend, we welcome James Andrews as this week's guest author on Thoughts On Money.
Oct 19, 2023 • 9 minutes
We’ve got a handful of data and news to keep us busy for the time being. We will tackle initial jobless claims, the Philadelphia Fed manufacturing survey, existing home sales, Powell’s speech, and Jordan’s persistence.
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