It’s All About Clarity® Podcast

It's All About Clarity® In Your Investment Strategy Jun 18, 2024

Similar to episode 105 - Mark Pearson sits down to discuss a variety of topics that pertain to Investing + the strategies and philosophies Nepsis has to help bring greater clarity to our clients. Topics such as:

- Buy Discipline

- Sell Discipline (We have 4 at Nepsis)

- Tax Loss Harvesting

- What company is your largest holding?

- Knowing what you own and WHY you own it in your porftolio

- How clarity in investing gets you closer to your goals

- Capital gains & rate of return

- "Buying companies on sale"

- Volatility

Ever have questions for the podcast? Email podcast@nepsisinc.com

It's All About Clarity® in Investing Jun 04, 2024

Founder & CIO of Nepsis Mark Pearson sits down to discuss a variety of strategies, theories, and ideals that bring clarity to the investor. With a mix of strategy he uses and philosphies of investing in general this podcast is a great intro to investing.

Modern portfolio theory, knowing what you own and why you own it, asset allocation, large mid and small cap value investments and so many more topics in Episode 105.

It's All About Clarity® in Investing in Election Years May 21, 2024

Mark Pearson and Head of Research Chuck Etzweiler to discuss the phsycology of the investor during investment years. Bullish, bearish? How do investors feel when it is an election year and how does that affect decisions made?

The two discuss the key to clarity when it comes to investing in great businesses in all market seasons!

It's All About Clarity® in Tax Credits (Ep. 103) May 07, 2024

Mark Pearson sits down with President of Tax Solutions at Nepsis; Bryan Eberle.

Most investors don't know opportunities like tax credits even exist or are an option when it comes to Tax Planning and Strategy.

The two discuss how Nepsis utilizes tax credits for their clients and to bring clarity to the topic of tax credits as whole.

It's All About Clarity® in Financial Planning (Ep.102) Apr 23, 2024

Mark Pearson is joined by Nepsis Senior Wealth Advisor Ed Stober on Episode 102 as they discuss the importance of acting as a fiduciary for your client, and guiding them to clarity not only in their investments but their financial plan as a whole (tax planning, legacy planning, & retirement planning).

They discuss Nepsis' unique family office framework and the benefit it brings to every client, as well as how the Nepsis way has enhanced the ability for an advisor to work in a clients best interest. Ed has over 28 years of experience within the financial planning space and has trained thousands of advisors on how to hone their craft.

If you are interested in learning how Nepsis & advisors like Ed can help lead you to clarity reach out to podcast@nepsisinc.com or head to our website at www.nepsisinc.com.

It's All About Clarity® in Retirement Planning (Ep.101) Apr 09, 2024

Mark Pearson introduces a new member of the Nepsis team: Trent Hazen, QPFC.

Trent brings to the team his experience and years of working in the financial services industry; specifically specializing in Employer Sponsored plans and Retirement Plan Benefits.

Mark and Trent barely scratch the surface on all things retirement planning, 401k planning, propper coverage, and why having Clarity in your retirement plan is key.

Advisory Services offered through Nepsis, Inc.; An SEC Registered Investment Advisor.

Introduction: It's All About Clarity® Podcast (Ep. 100) Mar 26, 2024

In the 100th podcast big changes are announced!

A new name, a new format, a new style of round table discussion.

In this new season of the Nepsis Podcast Mark Pearson will be joined by various guests to discuss many of the same topics as the prior 99 podcasts have discussed, but with a new flare.

Announcing promotions, a new family office framework, investing and tax strategies join us every other Tuesday - here... "It's All About Clarity®"!

Avoiding The Pitfalls of Benchmarking (Ep. 99) Nov 01, 2023

Stepping out of the shadow of comparison is not easy, be it life or investing. It is crucial to remember that every portfolio is unique, just like the individual.

In this episode, Mark Pearson and Chuck Etsweiler discuss the concept of benchmarking and comparison in investing. While benchmarking can hinder clarity and progress towards financial goals, they emphasize the importance of self-awareness and understanding one's own portfolio. They also discuss the advantages of separately managed accounts (SMAs) and the need for collaboration with professionals in different areas to provide a comprehensive financial strategy.

Mark and Chuck discuss:

The concept of benchmarking and comparison in investing in relation to your portfolio
The importance of seeking clarity and understanding one's own portfolio, whether you have a financial planner or not
Why comparison killed the cat
Importance of self-awareness and surrounding oneself with the right people in this industry
Constructing uniquely designed portfolios and partnering with other disciplines
And more

Connect With Chuck Etzweiler:

Email Chuck

Connect with Mark Pearson:

Nepsis®
Email Mark

About Our Guest:

With more than three decades of investment industry experience, Chuck Etzweiler, MBA, CIMA®, CFP®, CMT directs the on-going research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis® in a deeper manner.

A high percentage of the focus of the research is centered around money manager pitfalls, investor short-comings and repetitive behavioral biases that detract clients from earning optimal returns.

Predictions, Pitfalls, and Profits: Your Guide to Smarter Investing (Ep. 98) Sep 20, 2023

Do you truly understand your investments?

In this revealing episode, Mark Pearson and Chuck Etsweiler dive into the often misunderstood world of investing, examining why even seasoned investors and financial advisors stumble. They question common beliefs about market predictions, the role of financial advisors, and why so many investors are left in the dark about their own portfolios.

Throughout this episode, Mark and Chuck discuss:

Why you should know what you own and why you own it
How to avoid falling into “market prediction” traps
Why it’s important to stay invested especially during downturns
How a strong asset allocation strategy can be your financial safety net
And more!

Resources:

Connect With Chuck Etzweiler:

Email Chuck

Connect with Mark Pearson:

Nepsis®
Email Mark

About Our Guest:

With more than three decades of investment industry experience, Chuck Etzweiler, MBA, CIMA®, CFP®, CMT directs the on-going research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis, Inc. in a deeper manner.

A high percentage of the focus of the research is centered around money manager pitfalls, investor short-comings and repetitive behavioral biases that detract clients from earning optimal returns.

Navigating Media Influence on Investments: Facts vs. Fear (Ep. 97) Sep 06, 2023

When it comes to media hype and its influences on investments – can you separate facts from fear?

In this episode, Mark Pearson and Chuck Etsweiler dive into media hype, its potential impact on investment choices, and the dangers of getting swept up by them. Drawing parallels between media tendencies and the saying "disasters come in threes," Mark and Chuck critically examine how fear-based reporting can skew perceptions and decision-making.

Throughout this episode, Mark and Chuck discuss:

The widely discussed concern of National Debt and its perceived impact on individual investments
The "Recession Obsession" and the misconceptions surrounding its real implications
Bank failures: separating media speculations from the broader market and business potential
Key observations that despite ongoing media frenzy, several indexes remain near their peaks
The critical distinction between investing in the market vs. in businesses
And more!

Resources:

Connect With Chuck Etzweiler:

Email Chuck

Connect with Mark Pearson:

Nepsis®
Email Mark

About Our Guest:

With more than three decades of investment industry experience, Chuck Etzweiler, MBA, CIMA®, CFP®, CMT directs the on-going research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis®, Inc. in a deeper manner.

A high percentage of the focus of the research is centered around money manager pitfalls, investor short-comings and repetitive behavioral biases that detract clients from earning optimal returns.

Unravelling the Indexing Conundrum: A New Perspective with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 96) Jul 12, 2023

Do you need clarification about the indexing conundrum?

The concept of indexing raises intriguing questions and challenges in today's dynamic market.

Join Mark Pearson and Chuck Etzweiler in this episode as they dive into the indexing issue and its impact on portfolio performance. They uncover the valuable lesson of clarity in understanding why your portfolio is going up or down and discuss the difference between market cap-weighted and equally weighted indexes, highlighting the potential risks of benchmarking portfolios to indexes over shorter periods.

Mark and Chuck discuss:

the power of transparency and flexibility in investing
why buying businesses at a historical discount can lead to long-term success
Why clarity overrides the conundrum
valuable insights for your investment journey
And more

Connect With Chuck Etzweiler:

Email Chuck

Connect with Mark Pearson:

Nepsis®
Email Mark

The Lost Art of Investing Part 2 with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.95) Jun 28, 2023

As Chuck Etzweiler states in this episode, human beings were created to thrive on relationships and rely on interaction with other humans, not AI. Artificial Intelligence allows for a less emotional experience and can taint several processes they create.

In this episode, Mark Pearson speaks with Chuck Etzweiler to discuss the art versus the science of investing and the potential for AI to replace financial advisors and portfolio managers. They then analyze the ETF AIQ, which uses artificial intelligence to select securities and question its performance metrics and claims of superiority.

Mark and Chuck discuss:

The importance of human interaction and communication in investing
Reaching clients’ long term goals through a process of questioning, understanding and planning
How to filter out artificial intelligence in the workplace when it is in the forefront of clients minds
And more

Resources:

Connect With Chuck Etzweiler:

Email Chuck

Connect with Mark Pearson:

Nepsis®
Email Mark

About Our Guest:

With more than three decades of investment industry experience, Chuck Etzweiler, MBA, CIMA®, CFP®, CMT directs the on-going research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis, Inc. in a deeper manner.

A high percentage of the focus of the research is centered around money manager pitfalls, investor short-comings and repetitive behavioral biases that detract clients from earning optimal returns.

The Lost Art of Investing Part 1 with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 94) Jun 14, 2023

Investment planning is largely considered a science, with a focus on numbers and returns. In reality, it is an artistic mindset that allows investors to understand what the best options are instead of what will grant the highest returns.

In this episode, Mark Pearson speaks with Chuck Etzweiler on the difference between the scientific and artistic sides of investment planning. Together they discuss the benefits of a flexible approach to investing and how understanding different perspectives increases the chances of success within investments.

Mark and Chuck explore:

The nuances of investing
How the art of investing filters out the noise to bring greater clarity to your investments. How different processes are classified as art versus science
How the artistic approach to investment planning increases opportunities compared to an AI’s cookie-cutter approach
And more

Connect With Chuck Etzweiler:

Email Chuck

Connect with Mark Pearson:

Nepsis®
Email Mark

About Our Guest:

With more than three decades of investment industry experience, Chuck Etzweiler, MBA, CIMA®, CFP®, CMT directs the ongoing research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis, Inc. in a deeper manner.

A high percentage of the focus of the research is centered around money manager pitfalls, investor shortcomings and repetitive behavioral biases that detract clients from earning optimal returns.

Common Myths Within The Financial Industry part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 93) Mar 29, 2023

Our industry tells us recessions and bear markets are ruthless for investors and should be gravely feared. While fear is never the optimal feeling, this just pushes people to avoid taking advantage of this dip in the market that could ultimately lead to a number of benefits.

In this episode, Mark Pearson is joined by Chuck Etzweiler in this two-part mini-series to discuss how you can take advantage of volatility and use it as a tool to help your investments. Together they discuss the importance of investor comprehension on the value of their investments and understanding how to Invest With Clarity®.

Mark and Chuck discuss:

Getting acquainted with processes in a downmarket for future understanding
A deeper look into tax loss harvesting
The importance of investors understanding the value of businesses
How long-term investments are beneficial during this time
The Nepsis® investing strategy and how it can work for you
And more

Resources:

Connect With Chuck Etzweiler:

Email Chuck

Connect with Mark Pearson:

Nepsis®
Email Mark

About Our Guest:

With more than three decades of investment industry experience, Chuck Etzweiler, MBA, CIMA®, CFP®, CMT directs the ongoing research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis, Inc. in a deeper manner.

A high percentage of the focus of the research is centered around money manager pitfalls, investor shortcomings and repetitive behavioral biases that detract clients from earning optimal returns.

Ultimate Clarity Vs. What The Industry Promotes, part 1 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.92) Mar 08, 2023

In the financial industry, there are several narratives that get passed around that might scare some people into making certain decisions that might not benefit them.

In this episode, Mark Pearson is joined by Chuck Etzweiler in this two-part mini-series to discuss what ultimate clarity is and how you can get that through understanding the markets and investing with Nepsis®.

Mark and Chuck discuss:

How you can use the stock market as a tool in your portfolio-building process
The benefits of the Nepsis® investment strategy
How volatility can actually bring opportunity to your portfolio
And more

Connect With Chuck Etzweiler:

Email Chuck

Connect with Mark Pearson:

Nepsis®
Email Mark

About Our Guest:

With more than three decades of investment industry experience, Chuck Etzweiler, MBA, CIMA®, CFP®, CMT directs the on-going research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis, Inc. in a deeper manner.

A high percentage of the focus of the research is centered around money manager pitfalls, investor short-comings and repetitive behavioral biases that detract clients from earning optimal returns.

Identifying Common Investing Biases, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.91) Feb 01, 2023

At the end of the day, clarity is the single most important aspect of investing.

In this episode, Mark Pearson talks with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT, to identify three common investing biases and how each of them influence investing decisions.

Mark and Chuck discuss:

Why most investors are over diversified
Why investors are being trained to make bad investment decisions
Why investors seek out information that confirms their existing opinions and ignore facts
And more

Connect With Chuck Etzweiler:

Email Chuck

Connect With Mark Pearson:

Nepsis®
Email Mark

About Our Guest:

With more than three decades of investment industry experience, Chuck Etzweiler, MBA, CIMA®, CFP®, CMT directs the on-going research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis, Inc. in a deeper manner.

A high percentage of the focus of the research is centered around money manager pitfalls, investor short-comings and repetitive behavioral biases that detract clients from earning optimal returns.

Identifying Common Investing Biases, Part 1 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.90) Dec 07, 2022

When you don’t have clarity in your investing, biases can derail your actual objectives.

In this episode, Mark Pearson talks with returning guest, Chuck Etzweiler, MBA, CIMA®, CFP®, CMT to discuss common investing biases. They share three of the six biases in investing to help you make more informed investing decisions.

Mark and Chuck discuss:

How to overcome the loss aversion bias
The definition of a narrow framing bias
How seeking clarity can allow you to be free from anchor bias
And more

Connect With Chuck Etzweiler:

Email Chuck

Connect With Mark Pearson:

Nepsis®
Email Mark

About Our Guest:

With more than three decades of investment industry experience, Chuck Etzweiler, MBA, CIMA®, CFP®, CMT directs the on-going research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis, Inc. in a deeper manner.

A high percentage of the focus of the research is centered around money manager pitfalls, investor short-comings and repetitive behavioral biases that detract clients from earning optimal returns.

Don’t WAIT Start Investing With Clarity® with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.89) Nov 23, 2022

To help you Invest With Clarity® and confidence, we have coined the acronym WAIT. Through following and identifying this set of factors you will find yourself one step closer in determining the current state of the financial market.

In this episode, Mark Pearson talks with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT, as they discuss how each component of this acronym works together as a system to understand the type of market you are currently investing in. As year two of the president's term is currently in full force, the president gets tested the most, making it historically the worst year on average, affecting the economy in many ways.

Chuck discusses:

How technological advancements affects inflation through the productivity created for businesses
How previous historical downturns in the economy are a good blueprint to understand bull markets
The projection of future developments in blockchain technology
And more

Resources:

Connect With Chuck Etzweiler:

Email Chuck

Connect With Mark Pearson:

Nepsis®
Email Mark

About Our Guest:

With more than three decades of investment industry experience, Chuck Etzweiler, MBA, CIMA®, CFP®, CMT directs the on-going research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis, Inc. in a deeper manner. A high percentage of the focus of the research is centered around money manager pitfalls, investor short-comings and repetitive behavioral biases that detract clients from earning optimal returns.

Inflation Nation, Part Two with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.88) Nov 09, 2022

Clarity sometimes isn't comfortable. Clarity sometimes isn't the shiniest, most beautiful object. It's the reality of the situation.

In this episode, Mark Pearson talks with Chuck Etzweiler, to walk you through what it means to understand inflation so that you can Invest With Clarity®.

Chuck discusses:

What causes inflation
Why there is little desire to invest in technology and how it lowers prices
Why we’re entering a new type of secular bull market in multiple areas
How you hedge your position on higher inflationary costs
The low expectations on returns
And more

Connect With Chuck Etzweiler:

Email Chuck

Connect With Mark Pearson:

Nepsis®
Email Mark

About Our Guest:

With more than three decades of investment industry experience, Chuck Etzweiler, MBA, CIMA®, CFP®, CMT directs the on-going research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis, Inc. in a deeper manner. A high percentage of the focus of the research is centered around money manager pitfalls, investor short-comings and repetitive behavioral biases that detract clients from earning optimal returns.

The New Boss Is The Same As The Old Boss Value with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.87) Oct 26, 2022

The decisions that are allowing us to be successful at any given time, for the most part, are the decisions that are made one to three years previous. So when you don’t have clarity in what you own and why you own it, this freezes you from making decisions.

In this episode, Mark Pearson talks with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT, about some of the processes and unearthing growth at a reasonable price and how they see the world unfolding from this point forward.

Chuck discusses:

What they call a rolling average
Why value is relative to understanding the metrics of why you make decisions on the companies you own
Why you want to own businesses that have pricing power
How wealth is created over time not overnight
And more

Connect With Chuck Etzweiler:

Email Chuck

Connect With Mark Pearson:

Nepsis®
Email Mark

About Our Guest:

With more than three decades of investment industry experience, Chuck Etzweiler, MBA, CIMA®, CFP®, CMT directs the on-going research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis, Inc. in a deeper manner. A high percentage of the focus of the research is centered around money manager pitfalls, investor short-comings and repetitive behavioral biases that detract clients from earning optimal returns.

Playing Tic Tac Toe With The Equity Style Box Featuring Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.86) Sep 28, 2022

Most financial advisors follow a short, cookie cutter process that does not take into account current market conditions or the individualization of your portfolio and can lead to over diversification due to many variables.

In this episode, Mark Pearson and Chuck Etzweiler discuss the style box and how it was created as a tool of asset allocation. They take you through the allocation of each box and how they are used.

Chuck discusses:

Our opinion based on past market conditions
Asset allocation information to consider based on the current state of the market
Common trends that impact people’s willingness to spend money
The nine box theory and how it applies to asset allocation
And more

Connect With Chuck Etzweiler:

Email Chuck

Connect With Mark Pearson:

Nepsis®
Email Mark

About Our Guest:

With more than three decades of investment industry experience, Chuck Etzweiler, MBA, CIMA®, CFP®, CMT directs the on-going research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis, Inc. in a deeper manner. A high percentage of the focus of the research is centered around money manager pitfalls, investor short-comings and repetitive behavioral biases that detract clients from earning optimal returns.

The Recession Obsession With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.85) Aug 17, 2022

At Nepsis®, we value process over progress®. We use past market changes and statistics to determine the best course of action for our clients.

In this episode, Mark Pearson returns with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT to discuss how a recession affects the markets, including common misconceptions about how a recession affects the economy. With the knowledge that they have obtained over the years, there are a number of positives that come from a recession, benefitting your portfolio in the long run.

Chuck discusses:

An opportunity to purchase shares in a business
How the media inflicts fear about market changes
Ways you can use a recession to benefit your portfolio
How the Nepsis® strategy takes into account huge shifts in the investment market
And more

Connect With Chuck Etzweiler:

Email Chuck

Connect With Mark Pearson:

Nepsis®
Email Mark

About Our Guest:

With more than three decades of investment industry experience, Chuck Etzweiler, MBA, CIMA®, CFP®, CMT directs the on-going research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis, Inc. in a deeper manner. A high percentage of the focus of the research is centered around money manager pitfalls, investor short-comings and repetitive behavioral biases that detract clients from earning optimal returns.

The Great Valuation Reset With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 84) Jul 20, 2022

As we outlined in the first part of this discussion, bonds, contrary to popular belief, are not a viable investment, for the most part.

Locking on to a bond due to its previous growth can be a recipe for disaster, as your purchasing power will decrease tremendously.

In this episode, Mark Pearson and Chuck Etzweiler MBA, CIMA®, CFP®, CMT, continue their discussion about bonds to give you the clarity you need, and critique why bonds may not be a good option considering the current economy.

Mark and Chuck discuss:

Their professional opinion and advice about bonds
The teeter totter effect that outlines the risk of owning bonds
How they separate themselves from the masses
Your portfolio management habits and how you can increase their effectiveness
And more

Resources:

Connect With Chuck Etzweiler:

Email Chuck

Connect with Mark Pearson:

Nepsis®
Email Mark

Bye Bye Bonds With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 83) Jul 06, 2022

Everyone has their opinion about the pros and cons of bonds.

What do you think about them? Are they too risky or are they a good opportunity?

In this episode, Mark Pearson and Chuck Etzweiler MBA, CIMA®, CFP®, CMT, discuss their professional opinion about bonds and critique why they may not be a good option considering the current economy.

Mark and Chuck discuss:

Their professional opinion and advice about bonds
How the rising inflation and interest rates can influence your investment decisions
Their critique of bonds considering the current bear market
Your portfolio management habits and how you can increase their effectiveness
And more

Resources:

Invest With Clarity®: Process Before Progress®, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.82)

Connect With Chuck Etzweiler:

Email Chuck

Connect with Mark Pearson:

Nepsis®
Email Mark

Process Before Progress®, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.82) Jun 08, 2022

When creating a portfolio, it is important to make sure you are approaching it with absolute clarity, to make good decisions for your future. This means forgetting everything you know about the marketing mindset and removing yourself from the industry mindset that is commonly pushed by investors.

In this episode, Mark Pearson and Chuck Etzweiler discuss the importance of following a strict process and trusting the timeline that it will follow rather than searching for returns on investments.

Mark and Chuck discuss:

The long route that Nepsis® contains in their investment strategy
How owning stocks can be similar to owning a business
Why it is important to understand the investment process before taking a stab at investing
The ultimate goal you should strive to achieve when investing in businesses
And more

Connect With Chuck Etzweiler:

Email Chuck

Connect with Mark Pearson:

Nepsis®
Email Mark

Lifting Weights While You Wait With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.81) May 25, 2022

Just like professional athletes, sitting on a bench waiting around for your turn is a waste of time. Investors are just like off-season athletes, you have to train while you wait in order to get the best results once you hit the court.

In this episode, Mark Pearson and Chuck Etzweiler discuss those in between stages and how to practice executing strategies while waiting for market changes. They share common misconceptions about market volatility and how to identify growth in your portfolio over time.

Mark and Chuck discuss:

The barbell strategy in investing
Common misconceptions about bonds
What risk means for your portfolio
How businesses can steer you in the wrong direction when looking to invest
And more

Connect With Chuck Etzweiler:

Email Chuck

Connect with Mark Pearson:

Nepsis®
Email Mark

Passive Investing, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.80) May 11, 2022

Most people don’t know what’s happening with their money when they are investing. You may be told by your financial advisor you’re investing in the stock market but you’re actually investing in businesses.

In this episode, Mark Pearson and Chuck Etzweiler discuss the personalized strategy that is used at Nepsis® that puts the client and their needs first, and creates a portfolio based on these goals.

Mark and Chuck discuss:

Active versus passive investing
What a volatile market can mean for business owners
Why understanding asset allocation is so important
The importance of being slow and steady with your investments
And more

Connect With Chuck Etzweiler:

Email Chuck

Connect with Mark Pearson:

Nepsis®
Email Mark

Passive Investing With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.79) Apr 27, 2022

When looking at indexes, it is very hard to determine how returns are calculated. At Nepsis®, We have a very specific asset allocation strategy with a very specific buy and sell discipline.

In this episode, Mark Pearson and Chuck Etzweiler discuss common misconceptions about the investment market and how you can value stocks based on a number of different factors. They discuss the problems with passive investing and how you can take control in your own hands by educating yourself on the intricacies of the stock market.

Mark and Chuck discuss:

How active management can work
Strategic cost averaging®
Our investing strategy at Nepsis®
The power of asset allocation versus diversification
And more

Connect With Chuck Etzweiler:

Email Chuck

Connect with Mark Pearson:

Nepsis®
Email Mark

Underperforming the Underperformance With Mark Pearson (Ep.78) Apr 13, 2022

At Nepsis®, we have coined the term clarity creates stability. We believe that the ultimate form of clarity is the root of what we do here at Nepsis®.

In this episode, Mark Pearson discusses his perception of the state of the marketplace, the ways politics have affected the dollar value and how understanding these ideas can lead to ultimate clarity. Having clarity on these subjects can help you become extremely confident in your portfolio and the investments you believe in, keeping you secure in your long term goals.

Mark discusses:

The importance of flexibility in your portfolio
How clarity among your investments can enhance your decision-making process
The power of liquidity
What you need to know when entering into a bear market
And more

Connect with Mark Pearson:

Nepsis®
Email Mark

The Four Worst Words in Investing With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.77) Mar 30, 2022

At Nepsis®, we value process over progress. Our strategy is fixed and we trust that it will lead to the success of our clients and their ultimate goals within their portfolio.

In this episode, Mark Pearson returns with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT to discuss the four worst words they avoid using when discussing the investment market. They chat about important attributes that have driven the markets over the past years and how they have created their investment strategy to override these issues that might arise.

Chuck discusses:

What is involved with investing in a business
How short term variables can impact your investments
The feelings that can arise when inflation goes up and how to combat them
How the Nepsis’ strategy takes into account huge shifts in the investment market
And more

Connect With Chuck Etzweiler:

Email Chuck

Connect With Mark Pearson:

Nepsis®
Email Mark

About Our Guest:

With more than three decades of investment industry experience, Chuck Etzweiler directs the on-going research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis, Inc. in a deeper manner. A high percentage of the focus of the research is centered around money manager pitfalls, investor short-comings and repetitive behavioral biases that detract clients from earning optimal returns.

A Deep Dive into “Fin-ergy” With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.76) Mar 16, 2022

At Nepsis®, our main overarching motto is process before progress. Through integrating this idea into all of our investments, we are able to use our strategy even when the markets are unstable.

In this episode, Mark Pearson returns with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT to discuss the in-depth idea of the Nepsis® investing strategy, including how they have managed to be successful even when taking risks. Mark explains the importance of knowing what you own and how that can be increasingly useful when engaging with the investment market during any season.

Chuck discusses:

The importance of knowing what investments are in your portfolio
Why you should consider investing in individual businesses
The importance of knowing how to value an asset regardless of the investing season
Why the Nepsis’ strategy has proven to work over time
And more

Connect With Chuck Etzweiler:

Email Chuck

Connect With Mark Pearson:

Nepsis®
Email Mark

About Our Guest:

With more than three decades of investment industry experience, Chuck Etzweiler directs the on-going research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis, Inc. in a deeper manner. A high percentage of the focus of the research is centered around money manager pitfalls, investor short-comings and repetitive behavioral biases that detract clients from earning optimal returns.

Episode 75. Four Keys To Successful Investing, Transparency Mar 02, 2022

Four keys to start building a foundation towards long term success for investing are - philosophy, strategy, flexibility, and transparency.

In this episode, Mark Pearson finishes off his four part miniseries, focusing on the last key to successful investing, transparency. Mark discusses the foundation of the Nepsis investment strategy and why time is the most valuable asset when creating an investment plan.

Mark discusses:

Why you should know the largest holding in your portfolio
The level of trust you should put into your financial advisors
How transparency can give you peace of mind when investing your money
Why the Nepsis’ strategy has proven to work over time
And more

Connect with Mark Pearson:

Nepsis™
Email Mark

Episode 74. Four Keys To Successful Investing, Flexibility Feb 16, 2022

Four keys to start building a foundation towards long term success for investing are - philosophy, strategy, flexibility, and transparency.

In this episode, Mark Pearson continues with part three of the successful investing miniseries, focusing on flexibility. Mark discusses Roth conversions and how investments can increasingly benefit you as a business owner.

Mark discusses:

Active versus passive investing
How increased flexibility among your investments can benefit you
How to avoid making emotional business decisions
How Nepsis’ investment strategy has proven to work over time
And more

Connect with Mark Pearson:

Nepsis™
Email Mark

Episode 73: Know What You Own and Why You Own It: Investing Clarity With Chuck Etzweiler, Part 5 Feb 02, 2022

The keys to start building a foundation towards long term success for investing are - philosophy, strategy, flexibility, and transparency.

In this episode, Mark Pearson finishes up his five-part series of the Know What You Own and Why You Own It focusing on knowledge, alongside Chuck, Nepisis’ head of research. Mark lays out fundamentals of the Nepsis investment strategy, and explains how transparency among clients can make a big impact on their investments. He also details why the process of buying and selling is so important and how you can use that to your advantage.

Mark discusses:

How the Nepsis investment strategy has become so successful
What you need to know about buying and selling stocks
Advantages of having a single account versus pooled assets
The importance of the buying and selling process
And more

Connect with Mark Pearson:

Nepsis™
Email Mark

Episode 72. Knowing What You Own and Why You Own It: Putting The Nepsis Portfolio To The Test With Chuck Etzweiler Jan 19, 2022

How do you know whether your portfolio is doing well? Is it helping to achieve your long-term investing goals?

Mark Pearson is back with Chuck Etzweiler for part four of the Knowing What You Own and Why You Own It miniseries. In this episode, Mark and Chuck put the Nepsis portfolio to the test by examining diversification and why asset allocation could avoid over diversification. Plus, why tech, energy, and health care businesses do well in inflationary periods.

Mark and Chuck discuss:

Why asset allocation is a component of diversification
What constraint means
How to know if your portfolio is doing well
Why tech, energy, and health care businesses do well in inflationary periods
And more

Connect with Mark Pearson:

Nepsis®
Email Mark

Episode 71. Four Keys To Successful Investing, Strategy Jan 05, 2022

Four keys to start building a foundation towards long term success for investing are - philosophy, strategy, flexibility, and transparency.

In this episode, Mark Pearson continues with part two of the successful investing mini-series, focusing on strategy. Mark lays out fundamentals of the Nepsis investment strategy, and explains their top down perspective. He also details their buy and sell strategy, plus the four sell disciplines.

Mark discusses:

The fundamentals of the Nepsis investment strategy
The buy and sell strategy
The four sell disciplines
Why your financial services professional should know the largest holding in your portfolio
And more

Resources:

70. Four Keys To Successful Investing, Philosophy

Connect with Mark Pearson:

Nepsis®

Email Mark

Episode 70. Four Keys To Successful Investing, Philosophy Dec 22, 2021

Four keys to start building a foundation towards long term success for investing are - philosophy, strategy, flexibility, and transparency.

In this episode, Mark Pearson begins a new mini-series discussing the four keys to successful investing, beginning with philosophy. Mark explains the investing philosophy of Nepsis, and the commitment to achieving long-term investment goals. Plus, how the stock market is similar to a farmer’s market, and why the stock market is the greatest tool to bring buyers and sellers of businesses together.

Mark discusses:

The Nepsis investing philosophy
Why the stock market is the greatest tool to bring buyers and sellers of businesses together
Why investors should think like business owners who own the market
Looking at the stock market as a market, and not an investment
And more

Connect with Mark Pearson:

Nepsis®
Email Mark

Episode 69. Inflation, What You Need To Know Dec 08, 2021

Should you be thinking about inflation? How does inflation affect your buying decisions and your long-term financial goals?

In this episode, Mark Pearson tackles inflation and its growing presence on the market. Mark explains why you should be thinking about inflation and how it affects investors' emotional decisions. Finding clarity with inflation is so powerful, it can help you stay on track towards your long-term financial goals.

Mark discusses:

Should inflation play a part in long term investing and asset allocation
How buying power is more important than the actual rate of return
What sectors benefit from inflation, and why it may be worth having asset allocation in those areas
Why no one is talking about inflation and how it may affect a client’s long-term goals
And more

Connect with Mark Pearson:

Nepsis®

Connect with Mark Pearson:

Email Mark

Episode 68. Innovation Overrides Fear In the Financial Services Business Nov 10, 2021

Clarity in the financial service business is innovative. Why? Because people don't think about clarity or the power of clarity.

In this episode, Mark Pearson looks at innovation in the financial services business. Mark explains how the financial services business can have clarity, and why clarity will prove to be innovative. He also voices his displeasure for modern portfolio theory and how it has affected the financial services business.

Mark discusses:

Why clarity in the financial services business is innovative
The power of clarity
How modern portfolio theory has affected the financial services business
How Mark evaluates a businesses innovation level
And more

Resources:

Nepsis®

Connect with Mark Pearson:

Email Mark

Episode 67. Knowing What You Own and Why You Own It: Confidence, Conviction, and Consistency With Chuck Etzweiler Sep 15, 2021

Investing with clarity is all about mastering the 3 Cs: Confidence, Conviction, and Consistency.

In part three of this five-part miniseries, Mark Pearson is back with Chuck Etzweiler, senior vice president of Nepsis®, to challenge different investment dogmas that distract most investors from their long-term financial goals. They also share Nepsis’s unconventional, but powerful, investment approach to help you invest with clarity®.

Mark Pearson and Chuck Etzweiler discuss:

How to avoid “over-diversification” of an investment portfolio
Why you should not overly fixate on benchmarks to measure performance
The incredible flexibility that separately managed accounts (SMAs) can provide
Tips to overcome the four key barriers to investing with conviction and clarity
And more

Resources:

Nepsis

Connect With Chuck Etzweiler:

Connect with Mark Pearson:

Email Mark

About Our Guest:

Chuck Etzweiler is Nepsis' senior vice president of research. With over three decades of investment industry experience, Chuck oversees the firm's ongoing research activities, much of which helps advisors and clients truly understand Nepsis’ philosophy and strategy.

Prior to joining Nepsis®, Chuck worked as Chief Market Strategist for True North Global Research and as an Investment Analyst with both Wells Fargo and the Bank of Hawaii. Additionally, Chuck has earned the CIMA® designation and is a Chartered Market Technician. Chuck is a graduate of Syracuse University and also has earned his MBA in Finance from the Crummer School of Management in Winter Park, FL.

66. Knowing What You Own and Why You Own It: Eradicating the Fear From Process With Chuck Etzweiler Sep 01, 2021

Fear is the antithesis of clarity. An emotion that one should not have in the investment process.

In part two of this five-part miniseries, Mark Pearson speaks with Chuck Etzweiler, senior vice president of Nepsis, Inc, to help investors and business owners understand the emotion of fear and how to overcome it with optimal clarity.

Mark Pearson and Chuck Etzweiler discuss:

The two components of fear
How to eradicate or overcome fear
The Hopes and Fears: the Conflicting Effects of Risk Ambiguity Study
The three components of a successful business owner when investing
And more

Resources:

Nepsis

Connect With Chuck Etzweiler:

Connect with Mark Pearson:

Email Mark

About Our Guest:

Chuck Etzweiler is Nepsis' senior vice president of research. With over three decades of investment industry expertise, Chuck oversees the firm's ongoing research activities, much of which helps advisors and clients truly understand Nepsis' philosophy and strategy.

Prior to joining Nepsis, Chuck worked as Chief Market Strategist for True North Global Research and as an Investment Analyst with both Wells Fargo and the Bank of Hawaii. Additionally, Chuck has earned the CIMA® designation and is a Chartered Market Technician. Chuck is a graduate of Syracuse University and also has earned his MBA in Finance from the Crummer School of Management in Winter Park, FL.

65. Knowing What You Own and Why You Own It: It’s All About Eradicating Emotion With Chuck Etzweiler Jul 28, 2021

Knowing what you own and why you own it is an ideal that helps investors to avoid acting emotionally and irrationally.

You don't have to get deep into the weeds to grasp what you own and why you own it, but there is a framework to use and understand. There are also psychological components to investing with clarity that revolve around understanding what you own and why you own it.

In this five-part miniseries, Mark Pearson is joined by returning guest Chuck Etzweiler, senior vice president of Nepsis, Inc, to help investors understand that while knowing what you own and why you own it is important, understanding the behavioural characteristics of an investor is equally important. And that at the end of the day, it is always process before progress.

Mark Pearson and Chuck Etzweiler discuss: :

The significance of the DALBAR Quantitative Analysis of Investor Behavior (QAIB) research study, and how investors may incorporate some of these variables into their daily life and portfolio.
The Four Step Claritology Process
The importance of investing like a business owner and not a gambler
The four key principles to Investing Like a Pro
And more

Resources:

Nepsis

Connect With Chuck Etzweiler:

Connect with Mark Pearson:

Email

About Our Guest:

Chuck Etzweiler is Nepsis' senior vice president of research. With over three decades of investment industry expertise, Chuck oversees the firm's ongoing research activities, much of which helps advisors and clients truly understand Nepsis' philosophy and strategy.

Prior to joining Nepsis, Chuck worked as Chief Market Strategist for True North Global Research and as an Investment Analyst with both Wells Fargo and the Bank of Hawaii. Additionally, Chuck has earned the CIMA® designation and is a Chartered Market Technician. Chuck is a graduate of Syracuse University and also has earned his MBA in Finance from the Crummer School of Management in Winter Park, FL.

Episode 64 - Attacking the Idea of What Is Value May 19, 2021

What is value?

In this episode, Mark Pearson explores the concept of value, sharing his thoughts and educating us on the two distinct meanings of value and how they apply and impact our economy.

In this episode, you’ll learn:

The two different meanings of value
Why we are seeing a dichotomy between performance and the NASDAQ
The difference between cyclical shifts and secular shifts in the market
Why is V.A.L.U.E the Nepsis theme for 2021, and what does it represent
And more!

Tune in now to learn more from Mark on attacking the idea of value!
Resources: Nepsis

Episode 63 - The Cloud Around the Modern Portfolio Theory Mar 31, 2021

Will the modern portfolio theory fail present-day investors?

Find out in this episode as Mark Pearson explains the foundations of the modern portfolio theory (MPT) and why much of what he believes conflicts with the majority of investors!

In this episode, you’ll learn:

The definition of modern portfolio theory
Why you want to have an asset allocated portfolio with growth and value stocks
Why bonds are not good investments
Why volatility is not risk
And more!

Tune in now to hear Mark explain how the modern portfolio theory clouds clarity.

Resources: Nepsis

Episode 62 - 20 Stock Market Predictions for the 2020s, Part 2 Mar 17, 2021

Like all people, investors tend to be drawn to predictions — especially those that play into our natural fear of the unknown.

How might Mark Pearson’s predictions help shine a light on the unknown that lays ahead of us in the coming decade?

Find out in this episode, as Mark continues his list of stock market predictions for the 2020s in hopes to provide you with clarity and common sense around your investment decisions!

In this episode, you’ll learn:

Ten more stock market predictions
Why short-term thinkers tend to be emotional thinkers
The importance of investing with conviction
Why investors are losing out on enjoying many of life’s blessings
And more!

Listen in for Mark’s last ten stock market predictions for the upcoming decade!

Resources: Nepsis | Blog | Addiction to Prediction™ | 20 Stock Market Predictions for the 2020s, Part 1

Episode 61 - 20 Stock Market Predictions for the 2020s, Part 1 Jan 20, 2021

The time for our annual market predictions has come once again!

This year, we’re not only covering what we might see this year, but also sharing predictions for the entire coming decade.

In this episode, join Mark Pearson as he shares the first ten of his twenty top stock market predictions for the coming decade. With these tips, Mark hopes to give you the clarity and common sense that will allow you to enhance your investment process over this decade!

In this episode, you’ll learn:

Mark’s top market predictions
Why it’s important to stick to process before progress
The four keys to successful investing
How to assess your investment portfolio
And more!

Tune in now to discover the first ten predictions Mark has for the coming decade!

Resources: Nepsis | Blog | Addiction to Prediction™

Episode 60 — A Look Back At 2020 Dec 30, 2020

As the year comes to an end, Mark Pearson takes us back on a journey throughout 2020 and overviews investing losses and opportunities that have occurred during the pandemic. He shares his expertise and optimistic outlook with investors and advisors on how to make more successful market decisions.

In this episode, you’ll learn:

The shapes of market recovery
Why you should invest in business as opposed to stock markets or indexes
The importance of a buy/sell discipline
How to make non-emotional flexibility decisions
And more!

Join Mark Pearson as he takes a look back at 2020!

Resources: Nepsis

Episode 59 — The Alpha and The Beta Oct 10, 2020

Mark Pearson believes that the more educated you are about your investments, the better your investment decisions will be.

To help you better understand key investing concepts, Mark Pearson explores two essential investing terms in today’s episode: alpha and beta. Join Mark as he walks you through these terms and how they correlate with risk so you can gain the clarity you need to accomplish your investing goals.

In this episode, you’ll learn:

What the alpha and the beta is
Why you shouldn’t use the S&P 500 as a benchmark
How an investment stress test can help your investing practices
Why many investments are too many investments
And more!

Tune in now to gain clarity around the true investing definition of alpha and beta!

Resources: Nepsis

Episode 58 - What is the Secret Behind Progress? Sep 09, 2020

Investors, you have heard Mark Pearson emphasise the importance of investing with clarity. But do you know the secret behind attaining progress with your investments? It all comes down to one thing: your process.

In this episode, Mark unpacks his trademarked phrase, “process before progress.” He explains how investing with clarity helps you stick to the process and the benefits that come with having a process to guide you.

In this episode, you will learn:

About NEPSIS’ investing process
How your process ties in with investing with clarity
Ways your portfolio can benefit from volatility
The importance of picking the right businesses to invest in
And more!

Tune in now to hear all about the secret behind successful investing!

Resources: Nepsis

Episode 57 — Ignorance is not Bliss Aug 26, 2020

When it comes to your money, ignorance is never bliss.

That’s why, as an investor, you need to know what you own and why you own it. To do so, you need to ask the right questions.

Today, Mark explains how you can ask questions that will benefit you — and why many investors have been trained to ask the wrong questions. Mark additionally shares tips on what questions to ask and the significance of being aware of your own behavioral biases.

In this episode, you’ll learn:

The difference between a financial advisor and a money manager
How to consider whether your portfolio structured for your best interest
Why SMAs (separately managed accounts) are an efficient way to manage your investment funds
Whether the historical performance of a fund indicative of its future performance
And more!

Tune in now to discover how Investing With Clarity® can help you gain more knowledge and awareness on your journey to becoming a successful investor!

Resources: Nepsis®

Episode 56 – What's up Doc? — Part 2 Aug 12, 2020

When it comes to investing, there are 10 key things Mark Pearson wants you to remember.

From what to consider during election season to market drivers and investing time horizons, in this episode, Mark breaks down the 10 investing ideas that will help you invest with clarity.

In this episode, you will learn:

How the stock market indicates what’s to come
Two ways investors make money
The difference between behavioral and empirical investing
What separates diversification from asset allocation
And more!

Join Mark now and discover some top investing mindsets to help you on your journey towards ultimate clarity!

Resources: Nepsis: (952) 746-2003

Episode 55 – What's up Doc? Jul 29, 2020

Everyone needs expert advice, even if you’re an accomplished investor.

However, when seeking expert advice, investors shouldn’t be looking towards the news media. Instead, they should seek insight from investment professionals like the team at NEPSIS.

In this episode, get Mark Pearson’s insight and investing expertise about the current state of the markets so you can make the right investment decisions for you.

In this episode, you will learn:

What determines the value of the market
Four keys to successful investing
How volatility impacts the stock market
Two issues investors face
And more!

Tune in now and learn how to be an efficient long-term investor!

Resources: Nepsis | Investing for Success White Paper

Episode 54 – Don’t Get Fooled Again Jul 15, 2020

Investors are continually getting fooled. Why? Because they don’t have a sound process for making investment decisions and instead rely on business news for the latest and greatest investments — which often end up being wrong.

Mark Pearson doesn’t want you to be fooled again.

Today, Mark breaks down the importance of understanding that investing is not about what you hear on television. Instead, it’s a process that requires clarity and discipline.

In this episode, you‘ll learn:

How to avoid getting fooled by investment decisions
Why timing is so important when making an investment agreement
Ways to use volatility when buying and selling
How to effectively use stocks as a long-term investment
And more!

Investing is a straightforward process. Tune in now and learn why it all comes down to investing in great businesses at the right time!

Resources: Nepsis | Blog: Won’t Get Fooled Again

Episode 53 — Achieving Ultimate Clarity with Active Investment Management Jun 17, 2020

Mark Pearson believes a change is coming.

He believes that, for the foreseeable future, investor mindsets will start to move away from cookie-cutter, static investing towards active investing.

Today, Mark expands on last episode’s focus of diamonds in the rough and explains how financial advisors can truly discover amazing things if they’re more active than others. Mark additionally outlines different kinds of investment management and how an active approach can bring you ultimate clarity around your investing.

In this episode, you’ll learn:

Why investors might be shifting towards more active management
The difference between asset allocation and diversification
About modern portfolio theory
How the market has started to recover and what it means for the near future
And more!

Tune in now to learn more about diamonds in the rough and different types of investment management!

Resources: Nepsis | Episode 52 - The Value of Volatility is Spotting Diamonds in the Rough

Episode 52 — The Value of Volatility is Spotting Diamonds in the Rough Jun 03, 2020

Sometimes we are presented with amazing opportunities to invest in great businesses.

During market downturns, how can you find those gems?

Today, Mark Pearson explains his philosophy behind “diamonds in the rough investing” and why he believes there are always investment opportunities available — no matter what the market is doing. Mark additionally shares a breakdown of his four keys for a successful investment process.

In this episode, you’ll learn:

Why there always “diamonds in the rough”
The importance of knowing what you own and why you own it
How volatility creates great investment opportunities
The four keys to a successful investment process
And more!

Tune in now to learn how you can invest to find your diamonds in the rough!

Resources: Nepsis

Episode 51 — The “LUV” Factor: Why do Smart Investors Focus on the Future? Apr 29, 2020

We are in the midst of the “coronavirus recession.” During this time, smart investors know that this moment in time will soon be a view in their rearview mirror — and that success lies in focusing on the future.

Today, Mark introduces the “LUV” factor and shares his view on how the economy might recover. Mark additionally warns investors against the dangers of consuming financial media and emphasizes the importance of looking ahead.

In this episode, you’ll learn:

What the “LUV” factor means
Why predictions lead to problems
Different types of market recoveries after recessions
Why investors should be investing in great businesses and not indexes
And more!

Tune in now to learn all about the “LUV” factor and where we could be heading with our next market recovery!

Resources: Nepsis

Episode 50 - How The Power of Flexibility Can Help Investors During a Recession Apr 17, 2020

The U.S. is currently in a recession — making it more crucial than ever for investors to invest with clarity.

In this episode, Mark Pearson discusses one of the cornerstones of investing with clarity; the power of flexibility. He discusses what the power of flexibility is, how it can help investors, and tips on how to remain successful during difficult times.

In this episode, you’ll learn:

Why flexibility is so important
How flexibility and transparency work together
The importance of sticking to the process
And more!

Tune in now to learn Mark’s tips for remaining calm in today’s market!

Resources: Nepsis

Episode 49 - What to Do When the Stock Market is Infected With Coronavirus Mar 25, 2020

Financial analysts claim that the stock market has recently seen the worst week of losses following the 2008 Financial Crisis. As an investor, do you know how to stay calm and make smart investment decisions throughout the calamity?

In this episode, Mark Pearson discusses how to NOT panic during these tumultuous times, shares statistics about market reactions to past viruses, and emphasizes the importance of knowing what you own and why you own it.

In this episode, you will learn:

What the insanity is and how to stop it
The impact of coronavirus on the stock market
What black swan events are
Why asset allocation is essential
The importance of knowing what is going on in your portfolio
And more!

Tune in now to learn what to do — and not do — during these tumultuous times in the market.!

Resources: Nepsis

SPECIAL UPDATE: COVID-19 Mar 18, 2020

In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty.

Tune in now to learn how the markets are being affected and what we’re doing to help clients during this tumultuous time.

Resources: Nepsis

Episode 48 — Why Mark Pearson is Praying for a Pullback Mar 11, 2020

Unlike many investors, Mark Pearson is praying for a market pullback.

Today, Mark shares why he welcomes pullbacks and why many investors could benefit from changing their perspective around investing and volatility. In this conversation, Mark explains his view of risk, the opportunities it can provide investors, and why all investors should always be prepared for a 20% pullback.

In this episode, you’ll learn:

Why investors should focus on keeping their emotions in check
How investing isn’t cookie-cutter, but rather a process and continuum
Why Mark believes that volatility is the greatest tool available to investors
The problem with basing risk decisions on a snapshot in time
And more!

Tune in now to discover how investing with clarity can help you embrace a more positive outlook on market pullbacks!

Resources: Nepsis

Episode 47 — Nepsis’ 2020 Market Forecast — with Chuck Etzweiler Feb 20, 2020

Mark Pearson and the Nepsis team want you to start the year out right by investing with clarity.

That’s why Mark Pearson is speaking with Nepsis’ senior vice president of research, Chuck Etzweiler, on today’s podcast. Today, Chuck shares his research-based forecast for the year, outlines how to stick to your buy-and-sell disciplines, and discusses how to tune out the noise of mainstream media this year.

In this episode, you’ll learn:

Why Chuck doesn’t believe 2020 will be a down year
How the election might impact investors and the market
Why market pullbacks should be loved, not feared
How Nepsis leaves their emotions at the door when investing (and why it’s so important they do!)
And more!

Join Mark and Chuck now to discover what they foresee for 2020 and how you can shut out the noise to invest with clarity!

Resources: Nepsis

Episode 46 — Mark Pearson’s Top 10 Stock Market Predictions for 2020 Jan 29, 2020

Now that we’re officially in 2020, are you curious about where the markets might be heading this year?

After batting 100% on all of his predictions for 2019, Mark Pearson is back with his annual predictions for 2020. In this episode, Mark uncovers his top 10 predictions for the stock market this year, from where the S&P will end in 2020 all the way to how investors will behave.

In this episode, you’ll learn:

What to keep in mind when listening to predictions
Why you shouldn’t take a short-term view when investing
How investor behaviors might impact the market this year
Why the stock market doesn’t work on a calendar basis
And more!

Tune in today to discover what Mark predicts 2020 will bring to the investing world!!

Resources:

Nepsis | Blog: Top 10 Stock Market Predictions for 2020 | Episode 40: How to Overcome the Dirty Dozen Investment Biases

Episode 45 — Why You Should Be a Contrarian Nov 20, 2019

The word of this podcast is “trillion” because with the markets going up, people are cashing out to the tune of three trillion dollars!

In this episode, Mark Pearson explains why now is a better time than ever to invest with clarity and buy, rather than squirrel away that money. Get ready to learn the case for being a contrarian and sticking to your investment process while everybody else is moving to cash.

In this episode, you’ll learn:

Why a recession is a good thing
Three reasons why Mark isn’t afraid of a recession
Why Mark believes we are on the verge of another leg of a bull market
And more!

Listen in to discover why it’s even more important to invest with clarity now and stop stashing your cash.

Resources: Nepsis

Episode 44 — How ETFs Are Changing the Investing World Nov 06, 2019

There has been an immense growth in the ETF (Exchange-Traded Funds) market over the years, making more people curious about what they are and whether they would benefit from having them in their portfolio.

Today, Mark breaks down what you need to know about ETFs and how they’re impacting the investing landscape.

In this episode, you’ll learn:

A benefit ETFs offer that mutual funds don’t
The downside of ETFs
The impact of investors being able to buy and sell buckets of investments
Where ETFs may be headed in the future
And more

Listen now to learn about the rise of ETFs and the impact they’re having on investors and their portfolios!

Resources: Nepsis

Episode 43 — What Makes Mark Pearson Worry? Oct 23, 2019

Many investors worry about their investments. But what do money managers, like Mark Pearson who has years of experience and a solid investment strategy, worry about?

In today’s episode, Mark uncovers his own worries around investing, covering everything from the media’s outlook on the markets to investors’ own attitudes that could be negatively affecting them.

In this episode, you’ll learn:

How the media can affect investors in their decision-making
What successful investors have in common
The downside of modern portfolio theory
Why investors are their own worst enemies
And more

Join Mark now for an insightful episode about what’s keeping him up at night and learn just how powerful ultimate clarity can be in addressing these worries.

Resources: Nepsis

Episode 42 — Overcoming the Dirty Dozen Investment Biases: Part 3 Oct 07, 2019

In the final part of his investment biases mini-series, Mark Pearson is back to round out his list of the “Dirty Dozen” investment biases that guide buyers’ decisions.

In this episode, Mark dives into four more biases, defining what they are and how they affect the investment process. Mark also provides examples and insight into how you can overcome these biases and invest with clarity.

In this episode, you will learn:

Four new biases: reference point bias, deception bias, despondency bias, and get-even bias
How good money managers can help you overcome your biases
How Mark overcomes his own investment biases
How investment biases can be seen in the case of investors and Zest Labs stocks
And more!

Tune in now for the final part of Mark’s series and gain awareness of your own biases!

Resources: Nepsis | Episode 40: How to Overcome the Dirty Dozen Investment Biases: Part 1 | Overcoming the Dirty Dozen Investment Biases: Part 2

Episode 41 - Overcoming the Dirty Dozen Investment Biases: Part 2 Sep 18, 2019

The “Dirty Dozen” refers to the 12 biases that buyers have when it comes to investing.

In this episode, Mark Pearson is back to highlight more biases and explain how you can overcome them. Dive into part two and be on your way to getting the investment clarity you’ve been wanting.

In this episode, you will learn:

What deception bias is and how it leads to other biases
How Mark helps his clients overcome the framing bias
How Mark rises above the noise that creates the Dirty Dozen biases
Why investing is a science
And more!

Tune in today to learn about more investing biases and how to move past them!

Resources: Nepsis | Episode 40: How to Overcome the Dirty Dozen Investment Biases: Part 1

Episode 40 - How to Overcome the Dirty Dozen Investment Biases Sep 04, 2019

The “Dirty Dozen” refers to the 12 biases that buyers have when it comes to investing.

In this episode, Mark Pearson highlights three of the biases and explains how you can overcome them. This fiery conversation is dedicated to helping you achieve absolute clarity in your investments.

In this episode, you will learn:

How hindsight bias causes investors to think that they can predict the future state of the market
How recent events in the market impact decisions about future purchases
What snakebite bias is and how it impacts investment decisions
How to overcome the biases and achieve absolute clarity in your investments
And more!

Tune in today to learn about investing biases and how to move past them!

Resources: Nepsis

Episode 39 - Often Wrong, But Never In Doubt Aug 22, 2019

Mark Pearson has noticed that those who like to follow predictions around the stock market are often wrong, but never in doubt.

Today, Mark offers a different way to look at investing and establishing your portfolio that doesn’t revolve around predictions, but instead focuses on investing in good businesses so you can know what you own and why you own it.

In this episode, you will learn:

Why you invest in businesses, not the stock market
About the addiction to prediction
The problem with Wall Street’s linear communications with investors
Why investors should know where their capital gains come from
And more

Tune in now to learn more about prediction-based investing and how Nepsis can help you invest with clarity!

Resources: Nepsis | The Bull Market That Was Never Loved

Episode 38 - How to Cut Through Mutual Fund Insanity Aug 07, 2019

Albert Einstein once said, “Insanity is doing the same thing over and over again and expecting a different result.”

In this episode of Invest With Clarity Podcast, Mark Pearson explains how to choose the right mutual funds for your goals — all while keeping your sanity.

In this episode, you will learn:

The top factors that contribute to the decision to invest in a mutual fund
Which misguided action is causing investors to constantly underperform
Why Mark says that you should never feel “good” when you put your money to work
Why there's a race to the bottom on fees and expenses
The reason you still need to invest with clarity with your mutual funds
And more!

Tune in to hear Mark’s insights about how to select the right mutual funds while keeping your sanity intact.

Resources: Nepsis | Episode 14: The Falling Star | Comparison Is the Thief of All Joy

Episode 37 - You Get What You Pay For Jul 24, 2019

Advertisements everywhere try to entice customers with the prospect of paying as little as possible for a product or service. However, in most cases, you get what you pay for.

In this episode of the Invest with Clarity Podcast, Mark Pearson explains why paying less in fees isn’t always a good thing, especially when it comes to your investments.

In this episode, you will learn:

Why you need to read advisory fees to understand why you should pay a little more
The importance of the Road to Absolute Clarity and ultimate transparency between advisor and investor
Why it’s important for an advisor to show their clients what the value of their money is and what they get for what they pay
Why Mark always asks clients, “Can you put a price on clarity?” to explain the cost of Nepsis’ fees
And more!

Tune in with Mark Pearson and discover a new way to think about fees!

Resources: Nepsis | Nepsis Stress Test

Episode 36 - 4 Simple Steps to Investing Like a PRO: Part 3 Jul 10, 2019

Want to invest like a PRO? In this final episode of the three-part mini-series, Mark Pearson explains how to invest like a PRO — or more specifically, the do’s and don’ts of wise investing.

Mark breaks down the O of the PRO acronym and shares his insight about investing with clarity.

In this episode, you will learn:

About the four O’s: owners, opportunistic, onerous, and own terms
Why you should view investing through the four O’s, not the four R’s
Why you can’t be opportunistic if you don’t know what you own and why you own it
And more!

Tune in now and learn the O’s of investing like a PRO!

Resources: Nepsis | Episode 34 - 4 Simple Steps to Investing Like a PRO: Part 1 | Episode 35 - 4 Simple Steps to Start Investing Like a PRO: Part 2

Episode 35 - 4 Simple Steps to Start Investing Like a PRO: Part 2 Jun 26, 2019

To invest like a PRO, you have to start looking at your portfolio differently.

In part two of this mini-series, Mark Pearson discusses the 4 R’s of investing like a PRO: renters, risk, reliability, and return benchmarks.

In this episode, you will learn:

Why it’s important to view your holdings as a partial owner in a business instead of as a renter of commingled funds
Why you shouldn’t view volatility as a risk to your portfolio, but rather as an opportunity
How to make decisions based on reliable predictions instead of emotions
How to use historical return benchmarks to make decisions about future investments
And more!

Tune in and learn about the R’s of investing like a PRO!

Resources: Nepsis | Episode 34 - 4 Simple Steps to Investing Like a PRO: Part 1

Episode 34 - 4 Simple Steps to Investing Like a PRO: Part 1 Jun 12, 2019

Who wouldn’t love to know how to invest like a professional? But in this case, PRO doesn’t stand for professional; it’s an acronym that defines a much different approach to the investing process.

In this episode, Mark Pearson begins a mini-series, explaining the “P” in the PRO acronym with four simple steps: portfolio holdings, price swings, predictions, and performance.

In this episode, you will learn:

The importance of knowing what you own and why you own it, especially when it comes to judging volatility
Why volatility shouldn’t be a bad thing if you are investing with clarity
How investors view and compare performance in the scope of the portfolio
Why it’s important to understand that you own a business, you don’t just invest in the stock market
And more!

Tune in for the first part of a three-part series about learning to invest like a PRO!

Resources: Nepsis

Episode 33 - We Really Need to Talk About Active vs. Passive Investing Again Apr 30, 2019

When it comes to active vs. passive investing, there is a debate on Wall Street about which approach is most effective and which one will make you more money. But investing isn’t “cookie-cutter,” so can you really say that one option is better than the other?

In true invest-with-clarity fashion, Mark Pearson points out that “comparison is the thief of all joy.” In this episode, Mark revisits this topic to explain that in order to achieve full clarity in your investing, you must stop comparing dissimilar investing strategies.

In this episode, you will learn:

How you can be both an active and passive investor, contrary to popular opinion
What tax loss harvesting is and how to use it to your advantage
Why cost is not just a fee you pay
Why you need to understand that the movement of stocks up and down on a daily basis is entirely irrational
And more!

Tune in today to learn about active vs. passive investing and how to use them together to fully invest with clarity!

Resources: Nepsis

Episode 32 - Can Not Knowing What You Own in Your Portfolio Affect Its Performance? Apr 26, 2019

In a world where nearly everything is done online, it was only a matter of time before financial advising went digital. Robo-advisors are gaining popularity, but how does this affect your portfolio and, more importantly, your ability to invest with clarity?

In this episode, Mark Pearson asks (and answers) this question: “Can not knowing what you own in your portfolio affect its performance?” In true invest-with-clarity fashion, the answer is yes, and Mark explains why.

In this episode, you will learn:

What robo-advisors are and how they function
How robo-advisors function more as fiduciaries than commissionable advisors
Why many investors are moving to algorithmic investing
What closet-indexing is and how it's affecting your portfolio
And more!

Tune in with Mark Pearson to learn more about robo-advisors and how they are impacting the performance of your portfolio.

Resources: Invest with Clarity

Episode 31 - Start Investing Like a Business Owner Mar 29, 2019

As an investor, you’re not investing in the market — you’re investing in businesses. So isn’t it time to start investing like a business owner?

In this episode of Invest With Clarity Podcast, Mark Pearson explains how to do just that while placing an uncompromising focus on what it means to invest with clarity.

In this episode, you will learn:

Three easy ways to start thinking like a business owner when it comes to investing
How having conviction and confidence in your investments will lend to your success
The importance of persistence and perseverance in clarity, instead of allowing emotions to make decisions for you
Why it’s essential to have a clear vision of your goals when working with investments
And more!

Tune in today to learn how to invest like a business owner — with clarity!

Resources: Nepsis | The Power of Clarity

Episode 30 - Active vs. Passive Investing Mar 13, 2019

Did you know that long-term investors are actually taking an active — not passive — approach to investing?

In this episode of Invest With Clarity Podcast, Mark Pearson discusses active versus passive practices to help you decide which investment strategy is right for you.

In this episode, you will learn:

The differences between active trading and passive investing, and when each approach is most effective
Why it’s important not to panic when certain stocks drop, even by large numbers
How volatility creates opportunity
The importance of investing with clarity
And more!

Get clarity around active trading versus passive investing in this episode of Invest With Clarity Podcast!

Resources: Nepsis

Episode 29 - SMAs vs. Mutual Funds vs. ETFs Mar 03, 2019

There are so many investment opportunities available that it can be hard to know which ones to take.

In this episode, Mark Pearson compares separately managed accounts (SMAs), mutual funds, and exchange-traded funds (ETFs) to help you make decisions based on clarity.

In this episode, you will learn:

The respective differences, benefits, and downfalls of SMAs, mutual funds, and ETFs
Why Nepsis works primarily with SMAs
The four basics of SMAs and how they work
How SMAs are impacted by fluctuations in the market
And more!

Tune in and discover the ins and outs of SMAs, mutual funds, and ETFs!

Resources: Nepsis

Episode 28 - Learn the Nepsis Way Feb 13, 2019

In today’s episode, Mark Pearson talks about a dramatic shift in the structure of his company, Nepsis. Mark explains that their core concept of ultimate clarity is so strong that the company has decided to hire and train advisors in the “Nepsis way.”

In this episode, you will learn:

About the tools, resources, and processes that Mark and his team have developed to differentiate Nepsis in the marketplace
How you can get involved in Nepsis as a financial service professional
What sets Nepsis apart from similar companies
How advisors AND investors benefit from the “Nepsis way”
And more!

Tune in now to learn exciting news about Nepsis and discover where you might fit in!

Resources: Nepsis | Invest with Clarity Stress Test

Episode 27 - Understanding Your Portfolio and Why You Own What You Own Jan 30, 2019

Earlier this month, Mark Pearson received an email from someone who was questioning Nepsis’ top 10 stock market predictions for 2019. While some people may have been offended by this opinionated email, Mark sees it as an opportunity to prove to his listeners that Nepsis’ predictions reinforce the successful past that they’ve experienced and the importance of investing with clarity.

In this episode, you will learn:

Why Mark recommends that investors stick to the basics when it comes to stock market purchases
The importance of knowing what you own in your portfolio and, more importantly, why you own it
Why you shouldn’t check on your investments daily, weekly, or even monthly if you want to get an accurate understanding of what they are worth
Why volatility isn’t necessarily a bad thing
And more!

Tune in now to learn about Nepsis’ 2019 stock market predictions and gain clarity!

Resources: Nepsis | Top 10 Stock Market Predictions for 2019

Episode 26 - Anchors Away—with Guest Chuck Etzweiler Jan 17, 2019

In today’s episode, Mark Pearson is joined again by Chuck Etzweiler, Nepsis’ head of research. This time Mark and Chuck talk about the importance of managing your portfolio in times of uncertainty. Get ready for a deep discussion on anchor bias—and what that really means.

In this episode, you will learn:

What anchor bias really is and how to recognize it
Why anchoring isn’t necessarily a bad thing if you’re anchored in clarity
Why the current state of the market is causing portfolio managers to change their practice—and how that will impact your return
About the importance of monitoring your portfolio and deciding when it’s the right time to buy low and sell high
Why you shouldn’t let your political stance determine your investment decision-making
And more!

Resources: Nepsis | Biased, Who Me?

Episode 25 - Blinded by Our Statements Dec 26, 2018

Do you translate the numbers on your statement as money you’ve earned or lost?

Beware—constantly looking at your statements can blind you and give you a false sense of what’s actually happening with your portfolio.

In this episode, Mark Pearson shares a new way of looking at your statement to help you avoid making common investing mistakes.

In this episode, you’ll learn:

About the importance of knowing what you own vs. looking at your statement
What you should actually pay attention to as an investor
Why Mark hates it when people say that they’re “invested in the stock market”
And more!

Tune in now and learn how to remove your blinders and invest with clarity!

Resources: Nepsis

Episode 24 - Invest with Clarity with the Investment Stress Test Dec 07, 2018

Imagine having the opportunity to truly understand why your portfolio is performing the way it is. At Nepsis, each client has this opportunity, thanks to Nepsis’ Investment Stress Test.

Today, Mark Pearson shares how Nepsis’ stress test helps you understand where your money is allocated, so you don’t have to settle for a cookie-cutter portfolio.

In this episode, you’ll learn:

How the information from your stress test can help you become a successful investor
How the stress test can identify the pitfalls that could prevent you from achieving your financial goals
How understanding why you own a stock is better than knowing what stock you own
Where to get a stress test for free
And more!

Tune in now to learn how Nepsis’ Investment Stress Test can help you invest with clarity!

Resources

Nepsis Investment Stress Test | Nepsis

Episode 23 - Value Vs. Growth: Deciphering the Indexes Nov 28, 2018

Few things in this world are guaranteed: death, taxes, and fluctuations in the global stock market.

In this episode of the Invest With Clarity podcast, Mark Pearson explains why shifts in the market of even 1% are not nearly as big of a deal as people make them out to be.

You will learn:

Why believing that you’re “investing in the stock market” is a false narrative
Why investing in the S&P 500 index might not be the smartest way to invest
Why clear thinking is arguably the most important quality to use when deciding which companies to invest in or whether to sell shares in a company
What Wall Street means when it talks about value versus growth
Why Nepsis is the frontrunner for unbiased content about each client’s portfolio
And more!

Tune in now and learn how to decipher the indexes and invest with clarity!

Resources: Nepsis

Episode 22 - The Emotional Biases That Cause Investors to Stumble Nov 14, 2018

All too often, investors inhibit their potential for successful by giving in to emotional biases.

Mark Pearson sees examples of investors being swayed by emotional biases all the time. In this episode, he discusses each of these biases and explains how they spring from a lack of investor clarity.

In today’s episode, you will learn:

The different types of emotional biases
How diversification is different than asset allocation
Why the real secret to Warren Buffett’s success is superhuman discipline
Mark’s dual approach to confronting clients’ biases
Why Mark believes advisors should run their businesses the same way gardeners prune their gardens
And more!

Tune in now and learn what it means to stick with the investment process and invest with clarity!

Resources: Bias: Who Me White Paper | Nepsis, Inc. | Nepsis, Inc. Facebook Page

Episode 21 - The Importance of Leadership in Investing with Clarity Oct 17, 2018

Investors hire financial advisors because they want to have a leader who will give them expert advice and guide them to reach their investment plan goals.

However, too many investors do not have leadership that is founded on clarity. In this episode, Mark Pearson takes a critical look at the typical client journey to help investors consider how they’re being served.

In today’s episode on the importance of leadership, Mark discusses:

The biggest mistakes advisors make with their risk tolerance questionnaires
Why “risk” and “volatility” do not belong in the same sentence
The three real areas of risk for investors
Mark’s real-life experience with investors reacting emotionally to their investments
And more!

Tune in now to learn how clarity-based leadership can help you reach your investing goals!

Resources: NEPSIS, Inc.

Episode 20- The Five Dreadful Cs of Mutual Funds Oct 05, 2018

Mark Pearson and his team aren’t fans of mutual funds, and you’re about to find out why.

In this episode, Mark doesn’t spare mutual funds’ feelings as he dives into the traits that make them undesirable, otherwise known as the dreadful five Cs.

Here’s what you will learn about in this episode:

How the characteristics of mutual funds clash with Nepsis’ approach to investing.
Examples of multiple conflicts that could run within a mutual fund portfolio
How mutual funds make money and how those costs are passed on to the consumer
What the five Cs are and how they impact portfolios
Why being over-diversified is a problem

Tune in to learn why you should avoid mutual funds if you want to invest with clarity.

Resources: NEPSIS, Inc. | Investing for Success: Understanding the Four Key Principles

Episode 19 - A Penny for Your Thoughts Sep 20, 2018

Have you ever taken a jar of pennies to the bank and felt shocked by the amount of money you had in there?

Today, Mark Pearson discusses his penny jar theory and how Nepsis uses this theory in their approach to Strategic Cost Averaging™, the process of continually investing unequal dollar amounts specifically targeted into companies that you want to own more of when appropriate.

Mark and co-host Matt Halloran also take a back-end look at Nepsis, diving into how the company gathers information from clients to help them invest strategically and reach their investment goals.

Listen now to learn how you could invest with more clarity by using Nepsis’ penny theory.

Resources:

NEPSIS, Inc. | Blog: A Penny for Your Thoughts

Episode 18 - How Does the Race to the Bottom Impact Your Investment Outlook? Sep 06, 2018

Today, Mark Pearson shares his views on the “race to the bottom” in the financial industry. Inspired by the Barron’s article titled “Fidelity Drops Fund Fees to Zero in Latest Price-War Gambit,” Mark discusses the issues that may arise with the low-cost industry trend, along with how the common outlooks that clients tend to adopt could negatively affect their investment outcomes.

Tune in to also find out what question you should be asking your adviser and how you can prioritize your goals to find true clarity.

InvestWithClarity.com

Barron’s - Fidelity Drops Fund Fees to Zero in Latest Price-War Gambit

Episode 17 - A Look Under the Hood at Nepsis—With Guest Chuck Etzweiler Aug 22, 2018

In this episode, Mark Pearson is joined by Nepsis’ Vice President of Research, Chuck Etzweiler, for a behind-the-scenes look at how they use research to inform their investment decisions.

Chuck and Mark discuss how their teams research all areas of the economy to make selective and informed investment decisions with clarity. They also share the two ways they measure the valuation of companies, and their opinion on modern portfolio theory. Also, from an operations standpoint, Mark and Chuck discuss which characteristics they value most in candidates for their investment team.

Listen now to learn how Mark and Chuck use research to help them invest with clarity.

Nepsis, Inc.

Episode 16 - The Keys to Investing with Clarity Aug 02, 2018

When investing, do you know what you own, why you own it and how much you’re paying for it?

Today, Mark Pearson and Matt Halloran discuss the common barriers preventing people from investing with true clarity. From the lack transparency surrounding investing fees and ownership to the harmful ways diversification and asset allocation are misinterpreted, this episode will deepen your knowledge on how you invest with confidence.

Tune in now to also learn about the fundamental questions you should be asking your financial advisers to make sure you’re investing with complete clarity.

Resources: Nepsis Inc.

Episode 15 - Why Investors Shouldn’t Be Afraid of Volatility Jul 26, 2018

The inspiration for today’s episode came from a headline in Financial Advisor Magazine:

“Market Volatility May Be Behind 47% Rise In Finra Cases.”

Did you read that article from June 22nd? Mark Pearson did. Now he’s weighing in on the issue.

Why has market volatility possibly caused a surge in Finra arbitration cases this year? Do investors have unrealistic expectations for performance? Have they lost sight of what the market really is?

Mark addresses these questions and more.

In this episode, Mark makes a case for why volatility and risk are not synonymous. With his characteristically outspoken and passionate approach, Mark emphasizes why it’s essential to know what you own and why you own it—and why he believes that some investors stay away from this philosophy.

Tune in for an exciting episode that will challenge your performance expectations and beliefs about volatility.

Resources:

Nepsis Inc.

Episode 14 - The Falling Star—with Guest, Chuck Etzweiler, VP of Research at Nepsis, Inc. Jun 21, 2018

The Morningstar’s five-star rating system was never meant to be a performance indicator.

On today’s show, Mark Pearson and guest, Chuck Etzweiler, are challenging finance professionals’ and investors’ overreliance on the Morningstar’s rating system. Mark and Chuck explain what the rating system was designed to do, how mutual funds and ETFs earn stars, and the power of knowing what you own and why you own it.

Tune into this eye-opening episode. Stop relying on a flawed rating system and learn how to invest with clarity.

Resources:

Nepsis Inc. | The Great Mirage: Bringing Clarity to the Star Ratings Debate:

Episode 13 - Comparison Is the Thief of All Joy May 22, 2018

Do you ever compare your portfolio to other people’s portfolios?

Comparison is the ultimate killjoy. It’s a crazy-making behavior that only serves to distract investors. In fact, Some people are never satisfied with their returns because they’re caught up in comparing themselves to others.

Today, Matt Halloran and Mark Pearson uncover the downfalls of comparing. They discuss the role that media plays in perpetuating comparison, and they explain how investors can end up making misguided decisions when they’re comparing their portfolios to others’.

You won’t want to miss this episode! Tune in as Mark offers expert advice to help you break out of the comparison cycle.

Nepsis Inc.

Episode 12 - Market Volatility is an Opportunity Apr 30, 2018

How much cash do you keep on the sidelines?

Today, Matt Halloran and Mark Pearson talk to you about the potential opportunities that market volatility presents, along with how to make smart corrections to your portfolio. Realizing your moves and properly allocating your money can allow you to invest when you need to take advantage of market volatility. Take action and understand the true value that you own.

Tune in and find out how to sharpen your investing strategy to do better in the market!

Nepsis Inc.

Episode 11 - Don’t Become Another DALBAR Statistic Apr 23, 2018

Don’t become another DALBAR statistic.

As an investor, does your behavior affect how well your investments perform?

It certainly does.

Today, Matt Halloran and Mark Pearson discuss DALBAR Inc., an independent research organization that studies how investor behavior is related to investment performance. In this episode, you’ll learn three reasons for investor shortfalls, the psychology behind investing and, ultimately, how to avoid becoming another DALBAR statistic.

Listen in to discover how you can invest with clarity.

Nepsis Inc.

Episode 10 - The Difference Between Traditional vs. Non Traditional Investing Apr 05, 2018

Why It’s Time to Say Goodbye to Traditional Investing

Mark Pearson’s theory is that most financial advisors don’t actually have time to manage their clients’ money effectively. In fact, most financial advisors get into the business to build client relationships, not to focus on money management. As a result, advisors rely on the modern portfolio theory to guide investors. But using this outdated, cookie-cutter theory is a heavily flawed approach.

You don’t want to miss this special episode. Mark Pearson holds nothing back as he explains why modern portfolio theory just doesn’t cut it for investors.

Tune in and learn why volatility is an opportunity— not a risk— and how a non-traditional investing approach can help you accomplish your long-term goals.

Nepsis Inc.

Episode 9 - The Power of Claritology: The Key to Gaining Confidence in Your Investments Mar 20, 2018

In this episode, I introduce a brand new term—Claritology. It’s all about understanding your investments from every angle. What is the outcome of Claritology? It’s having a newfound sense of confidence about your investment strategies.

Listen in as I share the four pillars of Claritology and how it can transform the way you think about investing.

Nepsis Inc.

Episode 8 - Strategic Cost Averaging Mar 05, 2018

Have you heard of strategic cost averaging? It’s an investment technique that allows you to invest equal dollar amounts into a specific position. Is that the right strategy for you?

Learn more in this episode as I share 4 keys to successful investing---plus, how you can benefit from being a transparent and flexible investor.