Estate Planning Mistakes You’re Making

As a financial advisor, I am in an incredibly unique position to be the quarterback for my client’s complete financial picture, and this is a responsibility I take very seriously! One of the most critical pieces of the money puzzle is the one that no one likes to think about [...]

By |November 30th, 2021|Categories: Theus Wealth Advisors|0 Comments

The Dutch Origins of American Thanksgiving

Many of us know the basic details of the Pilgrims: How they left England and came over on the Mayflower. How they all nearly died that first winter. And how they survived with the help of an English-speaking Native American named Squanto. When their next successful harvest was gathered in, [...]

By |November 23rd, 2021|Categories: Theus Wealth Advisors|0 Comments

What’s the Difference Between Investing and Speculating?

The words “speculating” and “investing” often get used interchangeably. And that’s not surprising, since they describe somewhat similar concepts. In both cases, you are laying out money with the hope of gaining a return in the future. And to muddy the waters further, marketers are prone to use the words [...]

By |November 2nd, 2021|Categories: Financial Market, Investment Management|0 Comments

Free Trade Among the Ghosts and Goblins

Halloween, as comedian Jerry Seinfeld pointed out, is the best possible holiday a child can imagine. You simply go door-to-door and the neighbors give you handfuls of candy for free. But according to Kerry McDonald, trick-or-treating and the extensive trading of candy afterwards illustrate several important principles of a free [...]

By |October 26th, 2021|Categories: Financial Market|0 Comments

A Simple Lesson in Discipline From a Legendary Baseball Coach

Chris Sperry, a consultant who works with young baseball prospects, tells about a lesson on discipline he’ll never forget. He was attending the American Baseball Coaches Association convention, where for two-and-a-half days more than 4,000 coaches (from Little League to Major League) attended seminars on every aspect of the game. [...]

By |October 19th, 2021|Categories: Uncategorized|0 Comments

Skip this Movie: Why This Year’s Top-Performing Stock is a Good Example of Misguided Speculation

Crime novelist Catherine Aird observed, "If you can't be a good example, then you'll just have to be a horrible warning." This seems to be the role of AMC Entertainment, the movie theater chain whose stock has soared in recent months. Earlier this year, as pandemic restrictions took their toll [...]

By |September 28th, 2021|Categories: Financial Market, Investment Management, Theus Wealth Advisors|0 Comments

The Tumultuous History of the Last Weekend of Summer

Image from This coming Labor Day will be characterized by backyard barbecues, back-to-school sales, and many employees enjoying the federal holiday. But few people will stop to consider what this day represents in the transformation of what it means to be an average worker in America. And [...]

By |August 31st, 2021|Categories: Uncategorized|0 Comments

A Warning to Younger Investors

When you've lived a few years, you come to appreciate the truth of statements like: "The house always wins." "In a gold rush, the only one guaranteed to get rich is the guy selling the shovels." And . . . "Any 'exclusive' investment advertised as a 'sure thing' probably isn't [...]

By |August 24th, 2021|Categories: Investment Management|0 Comments
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