Investing
Drive to the Conditions: Theodore Hicks on Protecting a Nest Egg in Retirement
Wealth manager Theodore Hicks argues that retirees do not need a new appetite for risk, they need a process that changes how much risk they carry as markets change.
Investing
Question what you were taught: Theodore Hicks on investing after two crashes
A career that began 13 months before the dot-com crash taught Theodore Hicks that following the textbook is not the same as protecting a client.
Investing
Survive the Hand First: Theodore Hicks on Guardrails Before Growth
Two market crashes taught wealth manager Theodore Hicks that avoiding a large loss matters more than chasing the next gain, and that a clear process beats a gut feeling.
Investing
Follow the Evidence, Not a Prophet: Theodore Hicks on Faith and Investing
A financial planner shaped by two market crashes explains how his Christian faith taught him to test every investing rule, and why protecting wealth must come before chasing growth.
Investing
Why Diversification Fails Investors When Markets Fall Together
Portfolio manager and author Theodore Hicks explains why spreading money across assets is no safety net on its own, and what a disciplined process adds.
About Theodore Hicks
Wealth Management Author, Financial Planner and Market Strategist
20+ years Financial planning and portfolio management2 awards Winner for Evidence-Based Investing3 credentials CFP®, CKA® & CMT®MoneyShow Masters Symposium Industry speaker
Theodore Hicks is a financial planner, author and speaker whose approach to wealth management was shaped by experiencing some of the most difficult market periods of the past three decades.
He entered the profession determined to help people build thoughtful financial plans, only to begin his career during the dot-com crash and later guide clients through the global financial crisis. Despite following the established guidance promoted by major firms and academic theory, Theodore saw how quickly even a well-constructed financial plan could be undermined by severe market losses at the wrong stage of an investor’s life. That experience led him to question the industry’s default assumptions and develop a more defensive, evidence-based approach to portfolio management.
Today, Theodore helps investors navigate the point at which accumulated wealth brings greater complexity, higher stakes and less room for error. His work is particularly relevant to business owners, senior executives, professionals and retirees who have spent years building their assets but no longer want the responsibility of managing every investment decision themselves. He challenges the idea that investors must simply accept major losses, ride out every downturn and trust that markets will recover on a timetable that suits their lives.
Theodore is also the author of a highly regarded book written for both experienced investors and the next generation of financial professionals.
