- Evidence-Based Investing
Survive the short term, win the long term.
A rules-based, risk-first approach for real markets, with charts
that make the case.
Happy Readers
19+
What You Will Learn
Essential lessons for real-world investing.
- The survival principle: to invest well over decades, you must first survive today, tomorrow, and next week.
- Why buy-and-hold can break you in secular bears, inflation spikes, and long flat markets with charts that make the point in colour.
- The math that matters: losses compound against you; small gains compounded win; you don’t need to be fully invested 24/7.
- What MPT gets wrong (and what to do instead): correlations go to one, “expected returns” aren’t normal, and the mythical frontier isn’t your friend.
- A practical, multi-strategy playbook: trend following, tactical overlays, dual momentum, sector rotation, and the VSI model all in a rules-based framework.
Who This Book is For
For those who want to invest with evidence.
Seeking clear, real world guidance? This book delivers just that in every chapter.
Investors & Families
who are looking for investment strategies designed to withstand real-world market challenges, not just idealised scenarios in glossy brochures.
Advisors & CIOs
who value accessible, evidence-based resources designed to sharpen their investment process, offering practical guidance, rigorous research, visuals, and actionable frameworks.
- Industry-Recognised
Expert Endorsement.
- Endorsement
“A must-read… debunking misleading academic theories with a clear path to practical decision-making.”
MOTR Capital Management
- Endorsement
“Hicks easily communicates complex ideas using charts and stories. Have a fresh highlighter available.”
Lexington Capital
- Endorsement
“I defy even the most experienced money manager to read this book and not pick up a few fresh new ideas.”
President Pring.com
Snapshot
What’s inside the book?
Discover proven frameworks to cut through market noise and empower smarter, long-term investing.
-
Ch. 1 It’s All on You Now:
The new retirement reality and portfolio math that actually matters. -
Ch. 2 “Investing” for the “Long Term”:
Why averages are deceptive, inflation is the silent thief. -
Ch. 4 The Theory Is Wrong:
Modern portfolio theory vs. evidence. -
Ch. 8 A Multi-Strategy Approach:
Rules, models, cash, and true active management. -
Ch. 9 The VSI Strategy:
Concept + back-test.
C. Theodore Hicks II
About the Author.
C. Theodore Hicks II, CFP®, CKA®, CMT® founder & CIO of Hicks & Associates Wealth Management (Cary, NC); started in 1999, launched his own SEC-registered RIA after two decades in the industry.
Husband, father, and practitioner who manages portfolios with a written, rules-based process.
Talk through how the book’s
ideas map to your portfolio.
As featured in:
Make a Difference
A purchase that pays forward.
All proceeds support charities helping western North Carolina recover from Hurricane Helene.
Your copy funds real relief.
For Media Enquiries
For media inquires, drop me a line.
Business & Money | Investing | Introduction
Book details
- Formats: hardcover, softcover, eBook (ISBNs listed in the book)
- Publisher: WestBow Press (a division of Thomas Nelson & Zondervan)
- Education-first disclaimer: this is not investment, legal, or tax advice
- Language: English
- Dimensions: 8.5 x 0.5 x 8.5 inches
- Print Length: 138 pages
Business & Money | Investing | Introduction
Book details
- Formats: hardcover, softcover, eBook (ISBNs listed in the book)
- Publisher: WestBow Press (a division of Thomas Nelson & Zondervan)
- Education-first disclaimer: this is not investment, legal, or tax advice
- Language: English
- Dimensions: 8.5 x 0.5 x 8.5 inches
- Print Length: 138 pages
