In Ep. 123, Jerry talks with C. Theodore Hicks II (CFP, CKA, CMT), founder and CEO of Hicks & Associates Wealth Management, about:

• The flaws in modern portfolio theory
• Is ‘diversification’ a free lunch?
• Lessons from Warren Buffett’s ‘secret sauce’ of investing
• Why financial advisors need to be ‘good Bereans’ – and what that means.

Read Ted’s book, “Evidence-Based Investing” here: https://www.amazon.com/Evidence-Based-Investing-Long-Term-Sometimes-Short-Term/dp/B0FH65SD2K

See omnystudio.com/listener for privacy information.