Trevor Cummings

Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.

Jul 10, 2026 • 51 minutes

Temptation or Temperament?: Efficient Markets, Human Bias, and Investing Discipline

Jul 17, 2026 • 44 minutes

Vitamin O, Elder Scams, and Proactive Aging & Long-Term Care Planning

Jul 24, 2026 • 43 minutes

Giving While You’re Living: Annual Gifting, Estate Taxes, and Family Dynamics

Aug 7, 2026 • 54 minutes

When to Claim Social Security: Break-Evens, Returns, and Spousal Strategies

Aug 14, 2026 • 40 minutes

New York’s Proposed Pied-à-Terre Tax: Mechanics, Rollout, and Behavioral Impacts