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Jun 2021 — Aug 2021
Aug 24, 2021 • 25 minutes
A portfolio should be designed and constructed based on your financial plan.
Aug 13, 2021 • 35 minutes
Trevor is joined by Nate, Drew, and Sean in this invigorating discussion on one's ambitions.
Aug 6, 2021 • 27 minutes
Often financial planning will lead you to a fork in the road. You will start by laying out multiple options for different financial objectives.
Jul 23, 2021 • 39 minutes
All-time highs are the rule, not the exception; the expectation, not the hope.
Jul 18, 2021 • 50 minutes
Today we will talk about how benchmarking in investing can sometimes lead to porfolio woes.
Jul 2, 2021 • 42 minutes
Trevor is joined by Deiya Pernas and Kenny Molina
Jun 18, 2021 • 32 minutes
Trevor is joined by Leslie Rea, Sean Latimer, Nate Straw
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