“No thanks”—The 5 Worst Assets to Pass Down to Your Kids

Each generation has different tastes and values when it comes to possessions. And nowhere is this difference more apparent than when it comes time to pass them along. It can be a shock to downsizing parents when they learn that none of their children want grandma’s big, formal dining table and chairs. It may be [...]

By |2022-03-18T13:37:00-04:00March 22nd, 2022|Theus Wealth Advisors|Comments Off on “No thanks”—The 5 Worst Assets to Pass Down to Your Kids

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 often not enough to overcome [...]

By |2022-02-18T11:38:51-05:00February 22nd, 2022|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 nice cars. Edmunds reported that [...]

By |2022-02-11T13:44:37-05:00February 15th, 2022|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. Some have been. But this [...]

By |2022-02-07T15:23:11-05:00February 8th, 2022|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 investor behavior. Researchers found that [...]

By |2022-01-28T13:37:39-05:00February 1st, 2022|Financial Market, Investment Management, Theus Wealth Advisors|Comments Off on When it Comes to Investing Biases, Some are Harder to Overcome than Others

“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 smoking, drinking or spending too [...]

By |2022-01-03T12:38:15-05:00January 4th, 2022|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 life you'd really like to [...]

By |2021-12-23T13:03:40-05:00December 28th, 2021|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. The bell ringer is wearing [...]

By |2021-12-17T13:43:04-05:00December 21st, 2021|Theus Wealth Advisors|Comments Off on Holiday Charitable Giving

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 maps used by successful sailors [...]

By |2021-12-03T13:14:01-05:00December 7th, 2021|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 - estate planning. It can [...]

By |2021-11-29T10:55:23-05:00November 30th, 2021|Theus Wealth Advisors|Comments Off on Estate Planning Mistakes You’re Making
Go to Top