Thoughts On Money [TOM]

Jun 21, 2024 • 33 minutes

Who's On Your Team?

Trevor and Josh discuss the complexities of managing personal finances, emphasizing the importance of collaboration, integration, and trust between clients and advisors.

Jun 14, 2024 • 45 minutes

What Goes Up Must Come Down?

Jun 7, 2024 • 26 minutes

The Playtpus

Today, we will discuss the platypus, Kelly Clarkson, black swans, and investing.

May 31, 2024 • 34 minutes

Records are Made to be Broken

May 24, 2024 • 30 minutes

Avoiding Big Mistakes

Today, we will unpack high-level mistakes in concentration, panic, big losses, and what I like to call Tax Magic.

May 17, 2024 • 25 minutes

Summer Work

Josh Klooz is leading the charge on our recent endeavors in Houston, TX and is joining us today to share the importance of not just passing down financial wealth, but financial wisdom.

May 10, 2024 • 30 minutes

The New Lost Decade

Today, I would like to unpack what I call the New Lost Decade, which we live in now.