Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.
Mar 27, 2026 • 47 minutes
What Kind of Spending Makes Us Happy? Autopilot, Values, Giving, and Experiences
Apr 3, 2026 • 47 minutes
Was Jesus a Socialist? Examining Scripture, Economics, and Moral Claims
Apr 17, 2026 • 42 minutes
The One Due Diligence Question: Do You Eat Your Own Cooking?
Apr 24, 2026 • 49 minutes
The Next Bear Market: Preparing for 20% Declines, Volatility, and Investor Psychology
May 1, 2026 • 46 minutes
Finance Jargon, Pet Peeve Words, and Why Clarity Matters
May 8, 2026 • 30 minutes
Not an Exact Science: Respecting Risk, Diversifying, and Planning Beyond Monte Carlo
May 15, 2026 • 59 minutes
Financial Framework for Graduates: Launch, Say No, and Master the Basics
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