Survive the short term. Thrive over the long term.
An evidence-based, rules-first approach to protecting what you’ve built, and keeping it working for the life and legacy you care about.
Begin with the free Introduction & First Chapter, or download the Supplemental PDF Guide designed for audiobook listeners.
Theodore Hicks
CFP® · CKA®· CMT®
Literary Global Book Award
Winner —Evidence-Based Investing
Bronze Award Winner
Nonfiction Authors Association
The Book
Evidence-Based Investing
An evidence-based case for questioning conventional wisdom, and what to do instead.
A purchase that pays forward.
All sales support charities helping western North Carolina recover from Hurricane Helene.
Your copy funds real relief.
A Few of the Ideas Inside
01 It’s All On You Now
The new retirement reality and the portfolio math that actually matters.
04 The Theory Is Wrong
Modern Portfolio Theory honestly measured against the evidence.
08 A Multi-Strategy Approach
Rules, models, cash, and what true active management requires.
The Keynote
A keynote that makes the case for process over prediction.
Theodore translates complex market research and technical analysis into clear, practical strategies for investor conferences, advisor events, and main stages alike.
Guardrails & Growth
Let the Evidence Lead
A signature keynote on protecting what you have built so it keeps working for your life and legacy. Theodore shows audiences how to replace prediction-driven decisions with a disciplined, evidence-based process that holds up in up, down, and sideways markets.
✓ Why "buy and hold" quietly becomes "buy and hope," and what to do instead
✓ Why "diversified" portfolios often share the same hidden risk
✓ Why surviving the short term is the real key to the long term
Formats
Keynote • Breakout • Advisor Training
Audiences
Investors • Advisors • RIAs • Family Offices
About Theodore Hicks
Evidence over ego.
Discipline over hope.
C. Theodore Hicks II, CFP®, CKA®, CMT®, is a speaker, evidence-based investing expert, and award-winning author. He is the founder and Chief Investment Officer of Hicks and Associates Wealth Management, a boutique asset management firm in Cary, North Carolina.
Drawing on more than two decades of experience in financial planning and portfolio management, Theodore leads a team that applies a rule-based, multi-strategy framework to actively manage risk and growth for clients across the United States.
His conviction was forged through the crises of 2000, 2008, and 2018, seasons that taught him a hard truth: sophisticated is not the same as disciplined. You have to have both.
Praise
Respected voices on the work.
Industry leaders and technicians on evidence-based investing.
“Imagine Ted Hicks as a highly experienced advisor who leans in and tells you the stuff you actually need to hear. Evidence-Based Investing tells you why inflation really matters, why you don't have to always stay invested, why a financial crisis is a personal crisis, and the serious flaw behind modern portfolio theory. Read this book to help you question what you might have read in the other books or marketing brochures.”
— Jerry Bowyer, Chief Economist, Bowyer Research
“I defy even the most experienced money manager to read this book and not pick up a few fresh new ideas. The concepts are explained concisely and illustrated with diagrams and large charts which makes them easy to understand. A job well done!”
— Martin Pring, President, Pring Research
“Ted Hicks has written a must-read book for anyone seeking to gain control of their stock market investments. From debunking misleading academic theories to providing a clear path to practical decision making, this book presents a thoughtful yet easy-to-read perspective on what it takes to succeed in the uncertain world of portfolio management.”
— David Lundgren, CMT, Portfolio Manager, MOTR Capital Management & Research, Inc.
“How does an investor deal with the fact that we cannot predict an uncertain future? Hicks gives alternatives to flawed academic theories by providing a refreshing approach to managing market ambiguity, risk and portfolio management. Hicks easily communicates complex ideas using charts and stories. Have a fresh highlighter available for this book!”
— Lance McDonald, CMT, Lexington Capital, LLC
Get in Touch
Book a keynote, or
drop a line.
Whether you’re producing an event, exploring the book for your audience, or a member of the media, Theodore would love to hear from you.
- Theodore@TheodoreHicks.com
- Speaking inquiries answered within 48 hours
- Boutique asset management firm in Cary, North Carolina