Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.
Apr 19, 2024 • 38 minutes
Turns out, the path to a prosperous retirement is not too different than learning to line-dance.
Apr 26, 2024 • 34 minutes
Join me as I unpack the history of gold and call into question some of the headlines that you might be seeing out there.
May 3, 2024 • 25 minutes
Please join us as Sean bridges the connection between duck hunting and taxes in his article, It’s All About What You Keep.
May 10, 2024 • 30 minutes
Today, I would like to unpack what I call the New Lost Decade, which we live in now.
May 17, 2024 • 25 minutes
Josh Klooz is leading the charge on our recent endeavors in Houston, TX and is joining us today to share the importance of not just passing down financial wealth, but financial wisdom.
May 24, 2024 • 30 minutes
Today, we will unpack high-level mistakes in concentration, panic, big losses, and what I like to call Tax Magic.
Jun 7, 2024 • 26 minutes
Today, we will discuss the platypus, Kelly Clarkson, black swans, and investing.
Jun 21, 2024 • 33 minutes
Trevor and Josh discuss the complexities of managing personal finances, emphasizing the importance of collaboration, integration, and trust between clients and advisors.
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