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Why Simplicity is Essential for Investing

By |2021-04-13T13:04:10+00:00April 13, 2021|Investment Management, Theus Wealth Advisors|

In 1959, new coach Vince Lombardi in his first meeting with the Green Bay Packers, held up an oblong, inflated pigskin and said, "Gentlemen, this is a football." The story is most likely apocryphal, but it sounds like something Lombardi might have said. His dedication to the basics of football, including hard work, are what turned the 1-10 Packers into a 7-5 team his first year. It's been proven again and again that the pursuit of simplicity is a successful strategy for nearly every area of [...]

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It’s Not a Piggy Bank

By |2021-03-13T13:01:40+00:00March 13, 2021|Retirement Income Planning, Theus Wealth Advisors|

Notorious criminal Willie Sutton was once asked why he chose to rob banks. He replied, “Because that’s where the money is.” Fortunately, the vast majority of people don’t pick up a gun to rob financial institutions. But it seems to be part of human nature that whenever there is a large source of money that we have the ability to tap, we will try to get access to it—even if it might not be in our best long-term interest to do so. A common form of [...]

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The Price of Ignorance

By |2021-02-13T12:59:35+00:00February 13, 2021|Investment Management, Retirement Income Planning, Theus Wealth Advisors|

In talking about the way he handled his finances, comedian Steve Martin said, “I love money. I love everything about it. I bought some pretty good stuff. Got a $300 pair of socks. Got a fur sink. An electric dog polisher. A gasoline powered turtleneck sweater. And, of course, I bought some dumb stuff, too.” Unfortunately, liking money and even accumulating lots of it doesn’t go hand in hand with knowing how to use it wisely. Though we are a wealthy nation, many Americans feel that [...]

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Are You Lucky?

By |2021-01-13T12:57:56+00:00January 13, 2021|Investment Management, Theus Wealth Advisors|

Day trading, in case you’re not familiar, is the practice of buying stocks or ETFs and then selling them the same day. The goal is to do so with the hopes of cashing in at a large profit. As you might imagine, day traders use a myriad of strategies to try to get the slightest jump on an equity’s movement. These range from trying to anticipate quarterly results to chasing momentum to trading on the day’s news headlines. Experience and familiarity with the trading process can [...]

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Want to Succeed?

By |2020-12-13T12:56:57+00:00December 13, 2020|Theus Wealth Advisors|

“Believe in yourself. You can do it!” This is the message in about 75% of today’s movies. And about 100% of graduation speeches. But as much as we hear this advice, we’re still a little skeptical that all you need for success in life is a healthy dose of self-confidence. After all, in the fable of the tortoise and the hare, wasn’t it the latter who had the strongest belief in his ability to win? In the real world, whether you’re trying to start a business [...]

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What a Difference 8 Months Makes

By |2020-11-13T12:51:36+00:00November 13, 2020|Financial Market, Theus Wealth Advisors|

Scrolling through pictures on my phone from about a year ago, I came across this stunning reminder of what a wild ride the last 13 months have been. That evening, I literally paused the broadcast to take a picture of my TV screen. It was March 13, 2020. The headlines were catastrophic. So, as we journey together down the path of investment prudence and discipline, please consider these Ten Timely Takeaways: Acknowledge emotions – they’re not right or wrong; they’re real. History’s lesson isn’t to avoid [...]

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Would knowing the future change how you invest?

By |2020-10-13T12:49:49+00:00October 13, 2020|Investment Management, Theus Wealth Advisors|

The idea of somehow getting tomorrow's news today is an intriguing one. What would you do if you had this knowledge? In the 1944 movie It Happened Tomorrow, the protagonist, a journalist, is given a newspaper from one day in the future. He tries to use this information to scoop a big story, prevent a box office robbery, and make a few extra bucks betting at the horse track. In Early Edition, the 1996 TV series with a similar premise, our hero decides to use his foreknowledge only [...]

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How bad is buying at the peak of the market?

By |2020-09-13T13:14:36+00:00September 13, 2020|Financial Market, Theus Wealth Advisors|

Roy Sullivan was enjoying a quiet Saturday morning of trout fishing when the lightning bolt struck. It hit him on the top of his head and exited his lower body, causing burns down his chest and abdomen. Stunned by the strike but still alive, Sullivan was returning to his car when a black bear charged out of the woods and tried to steal his string of freshly-caught fish. This was the seventh documented occasion that Roy Sullivan had been struck by lightning. If you wanted to [...]

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Theus Wealth Advisors: Realizing J’Neanne Theus’ Vision and Experience

By |2015-09-14T22:19:10+00:00September 14, 2015|Theus Wealth Advisors|

Theus Wealth Advisors: Realizing J’Neanne Theus’ Vision and Experience Education, planning and action are the foundations of prudent decisions. They are also the pillars by which J’Neanne Theus founded Theus Wealth Advisors (TWA), an independent financial services firm helping individuals, families and businesses in the Maryland region secure their financial futures. As part of Marathon Financial Group, an independent Registered Investment Advisor, TWA is solely focused on helping clients achieve peace of mind by removing fear, doubt and anxiety about retirement planning, insurance planning and wealth [...]

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Creating Investment Clarity through a Volatile Global Economic Market

By |2015-07-28T02:56:41+00:00July 28, 2015|Theus Wealth Advisors|

Global economic instabilities have always been with us. However, global markets have made navigating the investment world appear much more challenging than before. Today’s investor must understand the factors that lead to investment success; factors based on 50 years of research on market returns. This can be a daunting task for even the most seasoned financial advisor, who must constantly manage expectations and provide continual education for clients. Based in Maryland and serving surrounding communities, Theus Wealth Advisors (TWA) is an investment, retirement and income planning [...]

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