Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.
Dec 18, 2020 • 31 minutes
I’ve always found checklists very rewarding because your checklist provides a great snapshot of what you accomplished for the day or across a project
Jan 8, 2021 • 33 minutes
There will always be things that are unknowable in the world of investing. But not knowing isn't the reason for not investing
Jan 15, 2021 • 25 minutes
Today we discussed this idea of breaking away from the common misconception that your age should drive your portfolio’s design.
Jan 22, 2021 • 24 minutes
Trevor is joined by Deiya Pernas and Sean Latimer
Jan 29, 2021 • 28 minutes
Trevor Cummings is joined by Deiya Pernas and Sean Latimer
Feb 7, 2021 • 33 minutes
Trevor Cummings, your host is joined by Deiya Pernas and Sean Latimer
Feb 12, 2021 • 28 minutes
Thoughts on Money host and blog author Trevor Cummings is joined by Sean Latimer and Kenny Molina.
Feb 26, 2021 • 26 minutes
Trevor is joined by Sean Latimer and Leslie of The Bahnsen Group
Mar 5, 2021 • 27 minutes
Trevor is joined by Sean Latimer and Leslie Rea of The Bahnsen Group
Mar 12, 2021 • 34 minutes
Trevor is once again joined by Leslie Rea and Sean Latimer
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