Blog2018-10-24T13:20:54-04:00

How Saving for Retirement Creates Resilience—Financial and Otherwise

It’s the wish of every parent that their children will experience a better standard of living than they did. And yet, people who grew up poor and are now raising their kids in affluent surroundings talk about a downside. Never having experienced want, their children simply take their comfortable lifestyle [...]

By |March 8th, 2022|Categories: Retirement Income Planning|Comments Off on How Saving for Retirement Creates Resilience—Financial and Otherwise

Why Worrying About the Things You Can’t Control Holds You Back From Reaching Your Goals

We have a friend who’s a devoted fan of his university’s football team. When he watches them play, he wears a team hat and hopes they win. When they lose, he puts the outcome in perspective. There’s always next week. It’s only a game. But he didn’t used to be [...]

By |March 1st, 2022|Categories: Financial Market, Retirement Income Planning|Comments Off on Why Worrying About the Things You Can’t Control Holds You Back From Reaching Your Goals

The 7 Money Personality Types

Everyone can agree that financial literacy is a good thing. When people understand the basics of personal money management, saving, and long-term investing, they’re better equipped to make informed decisions about their finances. But financial literacy alone can only take you so far. Simply having knowledge on a subject is [...]

By |February 22nd, 2022|Categories: Investment Management, Theus Wealth Advisors|Comments Off on The 7 Money Personality Types

The Kind of Inflation You Can Control

A friend who sold cars for a living once pointed out a prestigious imported brand and stated that, in general, anybody you saw driving one really couldn’t afford it. His evidence was, of course, anecdotal. But maybe not too far off. People like paying more than they ought to for [...]

By |February 15th, 2022|Categories: Retirement Income Planning, Theus Wealth Advisors|Comments Off on The Kind of Inflation You Can Control

Millennials Expect to Work During Retirement

Younger generations are often unfairly characterized by their elders. In the late 1960s the Greatest Generation, who grew up during the Depression, accused baby boomers of being anti authority. Some were. When their turn came, the baby boomers said that the millennials (those born between 1980-2000) were lazy and entitled. [...]

By |February 8th, 2022|Categories: Retirement Income Planning, Theus Wealth Advisors|Comments Off on Millennials Expect to Work During Retirement

When it Comes to Investing Biases, Some are Harder to Overcome than Others

It’s not controversial to say that investing biases can hurt the performance of your portfolio. Most investors would agree. And yet by its very nature a bias—an unreasoned opinion—will often be invisible to the person holding it. You can find evidence of this in a recent DALBAR, Inc. study of [...]

By |February 1st, 2022|Categories: Financial Market, Investment Management, Theus Wealth Advisors|Comments Off on When it Comes to Investing Biases, Some are Harder to Overcome than Others

Why “Get Rich Slow” Could Be the Best Way to Save for Retirement

The Biggest Loser, which ran on NBC from 2004 to 2016, was a reality-TV hit for a number of reasons. It dealt with a concern of many Americans (losing weight). It revealed the personal struggles of the contestants who were often overcoming lifelong challenges with food. And it delivered the [...]

By |January 25th, 2022|Categories: Investment Management, Retirement Income Planning|Comments Off on Why “Get Rich Slow” Could Be the Best Way to Save for Retirement

Why it’s Harder to Pick a Winning Stock Than a Losing One

“The sky has finally fallen,” said Eeyore. “Always knew it would.” While you might not want to adopt the pessimism of Winnie-the-Pooh’s gloomy friend in every aspect of your life, when it comes to picking stocks, having a glass-is-half-empty attitude can give you a statistical advantage. It’s not because the [...]

By |January 18th, 2022|Categories: Uncategorized|Comments Off on Why it’s Harder to Pick a Winning Stock Than a Losing One

Why Humility is a Necessary Ingredient in Long-Term Self-Improvement

Nearly 20 years ago the Fox network began airing a TV show called American Idol. Thousands of unknown singers showed up to audition. And after multiple rounds of competition, the cream rose to the top and we saw that there really was great talent just waiting to be discovered. (Kelly Clarkson [...]

By |January 11th, 2022|Categories: Investment Management, Retirement Income Planning|Comments Off on Why Humility is a Necessary Ingredient in Long-Term Self-Improvement

“I’ll do it tomorrow.”

The custom of setting new year's resolutions has been around for quite some time (as far as the 1700s, by some counts). People worldwide make promises to themselves to start or stop a behavior that is supposed to better their lives. Some folks aim to kill their bad habits, like [...]

By |January 4th, 2022|Categories: Theus Wealth Advisors|Comments Off on “I’ll do it tomorrow.”

Here Comes 2022: Will History Repeat Itself?

Whether we're ready for it or not, 2022 will be here in a few days. Another year will have passed. You'll look at your schedule, your finances, maybe even at the bathroom scale and wonder if this time next year you'll be any closer to achieving the changes in your [...]

By |December 28th, 2021|Categories: Investment Management, Retirement Income Planning, Theus Wealth Advisors|Comments Off on Here Comes 2022: Will History Repeat Itself?

Holiday Charitable Giving

Imagine it’s the height of the holiday gift buying season and you’re walking with many other shoppers toward the entrance of a major retailer. Above the sound of nearby traffic and tinny holiday music being piped out of the store, you hear the familiar ringing of a Salvation Army bell. [...]

By |December 21st, 2021|Categories: Theus Wealth Advisors|Comments Off on Holiday Charitable Giving

Retirement Saving No-Brainer

You probably know someone whose guest bathroom is stocked with the mini shampoo, conditioner, and moisturizer bottles they’ve picked up at hotels. While the amount they’ve saved on toiletries might not have changed their lifestyle, they’ve enjoyed the feeling of getting things for free. In saving for retirement there are [...]

By |December 14th, 2021|Categories: Retirement Income Planning|Comments Off on Retirement Saving No-Brainer

How to Think About Year End Planning

We’ve mentioned before how a sailing ship is a good metaphor for retirement planning. In both cases you chart out where you want to go, and carefully estimate what you’ll need to complete each leg of your journey. On an ocean voyage, you can acquire knowledge and perspective from the [...]

By |December 7th, 2021|Categories: Retirement Income Planning, Theus Wealth Advisors|Comments Off on How to Think About Year End Planning

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|Comments Off on Estate Planning Mistakes You’re Making
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