Trevor Cummings

Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.

Trevor Cummings
AI BS

Sep 5, 2025 • 34 minutes

Episode 240: AI BS

Navigating AI in Financial Advice: Trust, Verification, and Pitfalls

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A Picture is Worth a Thousand Charts

Sep 12, 2025 • 37 minutes

Episode 241: A Picture is Worth a Thousand Charts

Navigating Investment Risks and Market Volatility

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Is Your Portfolio Keeping Up with Inflation?

Sep 19, 2025 • 39 minutes

Episode 242: Is Your Portfolio Keeping Up with Inflation?

Understanding Inflation: Beyond the Basics

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Taxes & Fees

Sep 26, 2025 • 36 minutes

Episode 243: Taxes & Fees

Navigating Deal Breakers in Financial Planning: Taxes and Fees

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Three Unrelated Pieces of Advice

Oct 17, 2025 • 39 minutes

Episode 246: Three Unrelated Pieces of Advice

Navigating Financial Strategies: Running Your Race, Taking Inventory, and Understanding Liquidity

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Be a Tell-Me-More Investor

Oct 24, 2025 • 45 minutes

Episode 247: Be a Tell-Me-More Investor

Mastering the Art of Investing: The ‘Tell Me More’ Approac

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