Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.
Jul 10, 2026 • 51 minutes
Temptation or Temperament?: Efficient Markets, Human Bias, and Investing Discipline
Jul 17, 2026 • 44 minutes
Vitamin O, Elder Scams, and Proactive Aging & Long-Term Care Planning
Jul 24, 2026 • 43 minutes
Giving While You’re Living: Annual Gifting, Estate Taxes, and Family Dynamics
Aug 7, 2026 • 54 minutes
When to Claim Social Security: Break-Evens, Returns, and Spousal Strategies
Aug 14, 2026 • 40 minutes
New York’s Proposed Pied-à-Terre Tax: Mechanics, Rollout, and Behavioral Impacts
Aug 28, 2026 • 42 minutes
Pearl Parties, Insurance Incentives, and the Question: How Are You Paid?
Sep 11, 2026 • 50 minutes
The Risk of Taking Financial Advice from Instagram (and AI)
Sep 18, 2026 • 48 minutes
Good Company, Bad Stock: Valuation, Expectations, and Dividend Discipline
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