Hello TOM community, I am excited to introduce a guest post from one of my favorite colleagues here at The Bahnsen Group, Kenny Molina. Kenny works with our Solutions & Analytics team and holds an advanced certification as a Chartered Alternative Investment Analyst (CAIA®). Along with his many skills and talents that he brings to […]
Today I’m going to tell you a story about Mary. Mary is retired and perhaps the sweetest person you could ever meet. The type of person that just lights up the room. Someone that always makes you feel like family. Some years ago I was honored with the opportunity to steward over Mary’s investments. As is […]
Last week on TOM we discussed a simplified system for categorizing and self-assessing your personal finances; we called it your Personal Financial Report Card. This financial report card was broken down into 6 categories: Earn, Save, Spend, Protect, Grow, and Give. Hopefully, your self-assessment provided some good perspective on where you currently stand and where […]
There is a financial term that has been making headlines these last couple weeks and I thought it would be a suitable topic to discuss here on TOM – Stock Buybacks. Looking over this week’s media highlights, it appears that protagonists from both sides of the political spectrum have been voicing their opinions about stock […]
When constructing a client portfolio, some of the investments are very familiar to people and other investments are not. Domestic stocks and bonds are often recognizable, but allocations like emerging market equities seem a bit more foreign (pun intended). This will often raise a lot of questions, as people are interested to know, what exactly […]
A couple days a week I play pick up basketball with a group of guys. As you can imagine, over time you become friends with these folks – learn about each other’s families, careers, vacations, etc. You know, typical small talk between games. Last Saturday, I was chatting with an old friend while waiting for […]
Here on TOM, we spend a fair amount of time talking about common mistakes that investors tend to make or particular approaches to avoid or planning strategies to implement, but I thought it might be a good idea to talk about WHY we do it. An old boss would always ask me, “What’s the why […]
Have you ever played the memory game? I am sure you have. It comes in all different formats, but the basic premise is that you have a collection of cards face down, organized in rows and columns. During each player’s turn they get to flip over one card and then another and if they make […]
Many of us are familiar with the traditional asset classes, such as stocks, bonds, and cash, but probably less familiar with a class of investments categorized as “Alternatives” or “Alternative Investments.” I thought TOM would be the perfect place to provide a primer on the topic. Who knows, maybe you were reviewing your investment statement […]
A few weeks ago I wrote a blog post called Whitewashing a White Lie where I highlighted the dangerous influence the media and others can have on us in these volatile market conditions. The advice was to guard yourself against these potentially misleading influences because when we walk into a situation uninformed we can often become highly impressionable. […]
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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.
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about the author
Trevor Cummings, CFP®
Trevor is a Private Wealth Advisor focused on building customized financial plans for his and many clients of the team.
As the author of TOM [Thoughts On Money], Trevor endeavors to write and speak about financial concepts and principles in a kind of “straight” talk demeanor and posture.
He received his Bachelor’s degree in Organizational Leadership from Biola University and his MBA from California State University, Fullerton.
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