Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.
Oct 27, 2023 • 26 minutes
The problem is that not all of us are aware of our flaws. We are hyper aware of the flaws of those around us, but often blind to our own blemishes.
Nov 3, 2023 • 25 minutes
Perhaps an overused term here on TOM, but this experience was and is game film; actual footage of the collision (pun intended) of life and financial planning.
Nov 10, 2023 • 34 minutes
Today, we welcome back guest author James Andrews.
Nov 17, 2023 • 28 minutes
The intent, as is often here on TOM, is to teach you how to think and to give you a sneak peek into the paradigm of a financial planner.
Dec 1, 2023 • 29 minutes
Today, Blaine Carver unpacks this analogy of coverless puzzles and aimless financial plans. Words of wisdom that are pertinent for investors both young and old.
Dec 8, 2023 • 25 minutes
Too many financial decisions are made in a manner where the action gets more attention than the intent. Understanding the why is one of the keys to financial success.
Dec 15, 2023 • 34 minutes
Today we welcome back James Andrews to share his Thoughts On Money.
Dec 22, 2023 • 33 minutes
Join me today for my Thoughts On Money as I further unpack this concept and how a lifetime of ordinary returns will compound to produce life-changing results.
Dec 28, 2023 • 28 minutes
The concepts of drifting and anchoring are why we create goals in the first place. Because if we’re not careful, we drift.
Jan 5, 2024 • 33 minutes
What are the key attributes or traits of a successful investor? This question to an article on WHO you should aspire to be as an investor.
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