Evidence-Based Investing
Announcements:
- The Income and Options Special Interest Groups will meet on December 20th and 27th, respectively. See the SIGs webpage for details on all SIG meetings.
- Following the meeting, please join us for lunch at the Cape Fear Seafood Company (Village District).
- We are seeking a new Program Chair. If you would like to help this chapter remain strong and grow, please consider joining the chapter’s board in this position. See the Leadership Openings webpage for details.
Presentation Summary:
In order to invest well over a long-term, investors have to first survive the short-term. While a case can be made that the current bull market can continue, it will come to an end at some point. Furthermore, traditionally, people are taught to ‘diversify’ their portfolios as a way to mitigate risk. My contention is neither diversification amongst equities, nor diversification amongst asset classes can be counted on to protect a portfolio. An active and vigilant process is needed.
Note: Mr. Hicks published his book, Evidence-Based Investing, this past summer. The first chapter is available from his website, www.TheodoreHicks.com/#Downloads.
Meeting Details:
Date: Saturday, December 13th, 2025
Time: 10:00 a.m. ET (mix and mingle starts at 9:30)
Location: Fairmont United Methodist Church: 2501 Clark Avenue Raleigh, NC 27607. See map of Fairmont for parking, building entrances, and the number of stairs entrances require.
Virtual access: To register to attend the Zoom webinar, please purchase a ticket on our chapter’s Square account. Then, please register with Zoom so you can receive reminders one and 24 hours before the meeting.
Cost: $10 cash (in-person) or electronic payment (webinar)
Before attending in person, please read: the AAII Protocol for In-Person Meetings
If you feel sick, please join us virtually.
About Our Speaker
C. Theodore Hicks II, CFP®, CKA®, CMT® began his financial planning and asset management career in February 1999 by joining one of the nation’s largest financial planning and advice firms. In 2020, Hicks and his team broke away to join an independent Registered Investment Advisory firm. He eventually launched Hicks & Associates Wealth Management, LLC, where he serves as Chief Investment Officer. The company is based in Cary, North Carolina, where he lives with his wife and two children, ages 11 and 17. Their oldest daughter, along with her husband and their son, also live nearby.