Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.
Jan 12, 2024 • 35 minutes
The temptation to overcomplicate wealth management in the name of sophistication is strong. Financial advisors are especially prone to fall into this category as we seek to add value to our clients.
Jan 26, 2024 • 23 minutes
The short-term gyrations in the market are anything but clear. But focusing on the horizon (10, 20, 30 years from now) allows us to look past the blurry foreground.
Feb 2, 2024 • 24 minutes
To grow/mature as an investor, it is helpful to watch game film to slow down, reflect, and understand how things played out last year.
Feb 9, 2024 • 26 minutes
Please join us today as James Andrews explains how something even as minute as rainy days can be so incredibly disruptive and frustrating.
Feb 23, 2024 • 26 minutes
Today, I will discuss how both chefs and investors are influenced by their experiences, and I will share my personal recipe for designing an investment portfolio and financial plan.
Mar 1, 2024 • 27 minutes
When euphoria starts to become contagious, it’s important to steep ourselves in the lessons of history.
Mar 8, 2024 • 29 minutes
Join us today as James Andrews unpacks the dos and don’ts and ins and outs of leverage.
Mar 22, 2024 • 30 minutes
Today was a treat for me, as our author Blaine Carver allowed my two favorite topics and hobbies to collide.
Apr 5, 2024 • 29 minutes
The growing correlation between stocks and bonds challenges the historical diversification benefits that investors have relied on.
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