THOUGHTS ON MONEY [TOM] is a place to find simple truths on money. Everything from budgeting to investing to decision making. A great place to come for answers to your own personal financial questions or to spark thought on how to improve your financial life. Enjoy an easy to read, application focused commentary.
Lately, I’ve found myself undoing a lot of other advisors former recommendations. When meeting with new clients, the first step is to review their current financial plan (if they have one) and their current assets/liabilities. My job is to help clients identify and articulate their goals and make sure their investment strategy aligns well with […]
Have you ever golfed before? If so, do you remember the first time you ever hit a golf ball? I do. My Dad was a golf instructor, and I can still remember being at the driving range with him at a very young age. Like all good instructors, he provided specialized coaching to help me learn. […]
I was speaking with my friend Joe the other day, and he expressed his extreme annoyance with financial advisors recommending that he NOT pay off his mortgage. My friend had spoken to a few different folks in the finance community, and all of them had provided this same advice. He told me, “I get it, I […]
Why did I decided to start writing a blog? Well, over the years I have been asked a lot of the same financial questions from friends, family, and clients. Thoughts On Money is the home for the answers to these common questions and a perspective on money I hope you will find informative. This […]
The Bahnsen Group is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.
This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
Subscribe to Advice and Insights