Invest With Clarity: Recent Episodes
Mark Pearson
Mark believes that success in investing, as in life, is the result of absolute clarity. In this high-energy podcast, Mark will share stories and provide clarity around investments in a way that just makes sense.
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 toward 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 ongoing 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 shortcomings and repetitive behavioral biases that detract clients from earning optimal returns.
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:
- Nepsis® White Paper: Why Addiction To Prediction Is Detrimental To Your Investing Health
- Monte Carlo Simulation
- Investopedia
- “Behaving Badly” – 2006 Study by James Montier
- Dunning-Kruger Effect
- May 6, 2010 “Flash Crash”
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 shortcomings and repetitive behavioral biases that detract clients from earning optimal returns.
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 it. 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:
- Wall Street Journal Article On U.S. Debt Default Impossibility
- NBER: National Bureau of Economic Research
- Fourteenth AMendment Section 4: Public Debt
- Pet IQ
- Harry Dent
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.
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 … Continue reading Unraveling the Indexing Conundrum: A New Perspective with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 96) →
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 … Continue reading The Lost Art of Investing Part 2 with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 95) →
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 … Continue reading The Lost Art of Investing Part 1 with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 94) →
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 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.
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 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.
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.
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.
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 … Continue reading Don’t WAIT Start Investing With Clarity® with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.89) →
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 … Continue reading Inflation Nation, Part Two with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.88) →
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 … Continue reading The New Boss Is The Same As The Old Boss Value with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.87) →
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 … Continue reading Playing Tic Tac Toe With The Equity Style Box Featuring Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.86) →
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. … Continue reading The Recession Obsession With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.85) →
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 … Continue reading The Great Valuation Reset With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 84) →
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 … Continue reading Bye Bye Bonds With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 83) →
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 … Continue reading Process Before Progress, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.82) →
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 … Continue reading Lifting Weights While You Wait With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.81) →
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 … Continue reading Passive Investing, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.80) →
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 … Continue reading Passive Investing With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.79) →
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 … Continue reading Underperforming the Underperformance With Mark Pearson (Ep.78) →
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 … Continue reading The Four Worst Words in Investing With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.77) →
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, … Continue reading A Deep Dive into “Fin-ergy” With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.76) →
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 … Continue reading Episode 75. Four Keys To Successful Investing, Transparency →
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 … Continue reading Episode 74. Four Keys To Successful Investing, Flexibility →
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 … Continue reading Episode 73: Know What You Own and Why You Own It: Investing Clarity With Chuck Etzweiler, Part 5 →
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 … Continue reading Episode 72. Knowing What You Own and Why You Own It: Putting The Nepsis Portfolio To The Test With Chuck Etzweiler →
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 … Continue reading Episode 71. Four Keys To Successful Investing, Strategy →
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, … Continue reading Episode 70. Four Keys To Successful Investing, Philosophy →
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, … Continue reading Episode 69. Inflation, What You Need To Know →
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 … Continue reading Episode 68. Innovation Overrides Fear In the Financial Services Business →
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 … Continue reading Episode 67. Knowing What You Own and Why You Own It: Confidence, Conviction, and Consistency With Chuck Etzweiler →
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. … Continue reading Episode 66. Knowing What You Own and Why You Own It: Eradicating the Fear From Process With Chuck Etzweiler →
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 … Continue reading Episode 65. Knowing What You Own and Why You Own It: It’s All About Eradicating Emotion With Chuck Etzweiler →
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 … Continue reading Episode 64 – Attacking the Idea of What Is Value →
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 … Continue reading Episode 63 – The Cloud Around the Modern Portfolio Theory →
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 … Continue reading Episode 62 – 20 Stock Market Predictions for the 2020s, Part 2 →
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. … Continue reading Episode 61 – 20 Stock Market Predictions for the 2020s, Part 1 →
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 … Continue reading Episode 60 — A Look Back At 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 … Continue reading Episode 59 — The Alpha and The Beta →
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 … Continue reading Episode 58 – What is the Secret Behind Progress? →
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 … Continue reading Episode 56 – What’s up Doc? — Part 2 →
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 … Continue reading Episode 55 – What’s up Doc? →
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 … Continue reading Episode 54 – Don’t Get Fooled Again →
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 … Continue reading Episode 53 — Achieving Ultimate Clarity with Active Investment Management →
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 … Continue reading Episode 52 — The Value of Volatility is Spotting Diamonds in the Rough →
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. … Continue reading Episode 51 — The “LUV” Factor: Why do Smart Investors Focus on the Future? →
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 … Continue reading Episode 50 – How The Power of Flexibility Can Help Investors During a Recession →
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 … Continue reading Episode 49 – What to Do When the Stock Market is Infected With Coronavirus →
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 … Continue reading SPECIAL UPDATE: COVID-19 →
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 … Continue reading Episode 48 — Why Mark Pearson is Praying for a Pullback →
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 … Continue reading Episode 47 — Nepsis’ 2020 Market Forecast — with Chuck Etzweiler →
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 … Continue reading Episode 46 — Mark Pearson’s Top 10 Stock Market Predictions for 2020 →
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 … Continue reading Episode 45 — Why You Should Be a Contrarian →
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, … Continue reading Episode 44 — How ETFs Are Changing the Investing World →
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. … Continue reading Episode 43 — What Makes Mark Pearson Worry? →
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 … Continue reading Episode 42 — Overcoming the Dirty Dozen Investment Biases: Part 3 →
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 … Continue reading Episode 41 – Overcoming the Dirty Dozen Investment Biases: Part 2 →
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 … Continue reading Episode 40 – How to Overcome the Dirty Dozen Investment Biases →
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 … Continue reading Episode 39 – Often Wrong, But Never In Doubt →
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 … Continue reading Episode 38 – How to Cut Through Mutual Fund Insanity →
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 … Continue reading Episode 37 – You Get What You Pay For →
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 … Continue reading Episode 36 – 4 Simple Steps to Investing Like a PRO: Part 3 →
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 … Continue reading Episode 35 – 4 Simple Steps to Start Investing Like a PRO: Part 2 →
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 … Continue reading Episode 34 – 4 Simple Steps to Investing Like a PRO: Part 1 →
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 … Continue reading Episode 33 – We Really Need to Talk About Active vs. Passive Investing Again →
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 … Continue reading Episode 32 – Can Not Knowing What You Own in Your Portfolio Affect Its Performance? →
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 … Continue reading Episode 31 – Start Investing Like a Business Owner →
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 … Continue reading Episode 30 – Active vs. Passive Investing →
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 … Continue reading Episode 29 – SMAs vs. Mutual Funds vs. ETFs →
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 … Continue reading Episode 28 – Learn the Nepsis Way →
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 … Continue reading Episode 27 – Understanding Your Portfolio and Why You Own What You Own →
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 … Continue reading Episode 26 – Anchors Away—with Guest Chuck Etzweiler →
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 … Continue reading Episode 25 – Blinded by Our Statements →
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. … Continue reading Episode 24 – Invest with Clarity with the Investment Stress Test →
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 … Continue reading Episode 23 – Value Vs. Growth: Deciphering the Indexes →
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: … Continue reading Episode 22 – The Emotional Biases That Cause Investors to Stumble →
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 … Continue reading Episode 21 – The Importance of Leadership in Investing with Clarity →
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: Why being over-diversified … Continue reading Episode 20- The Five Dreadful Cs of Mutual Funds →
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 … Continue reading Episode 19 – A Penny for Your Thoughts →
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 … Continue reading Episode 18 – How Does the Race to the Bottom Impact Your Investment Outlook? →
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 … Continue reading Episode 17 – A Look Under the Hood at Nepsis—With Guest Chuck Etzweiler →
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, … Continue reading Episode 16 – The Keys to Investing with Clarity →
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? … Continue reading Episode 15 – Why Investors Shouldn’t Be Afraid of Volatility →
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 … Continue reading Episode 14 – The Falling Star—with Guest, Chuck Etzweiler, VP of Research at Nepsis, Inc. →
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. … Continue reading Episode 13 – Comparison Is the Thief of All Joy →
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 … Continue reading Episode 12 – Market Volatility is an Opportunity →
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 … Continue reading Episode 11 – Don’t Become Another DALBAR Statistic →
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 … Continue reading Episode 10 – The Difference Between Traditional vs. Non Traditional Investing →
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 … Continue reading Episode 9 – The Power of Claritology: The Key to Gaining Confidence in Your Investments →
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.
Are you heading towards the financial future you want? Mark shares how you can use the Investment Policy Statement to help ensure that you and your investment advisor have a clear understanding of your financial goals. The more clarity you have about your portfolio, the more likely you are to stay the course when it … Continue reading Episode 7 – Importance of an Investment Policy Statement (IPS) →
Can you put a price on clarity? While it’s easy to understand broad concepts and theories behind investing, people often lack clarity when it comes to their own personal investments. And the danger in today’s markets is that it’s become increasingly easy to find investment gratification for cheap. Financial plans are becoming cookie cutter premade … Continue reading Episode 6 – The Power of Clarity – Part II →
Clarity is the cornerstone of Nepsis and it’s important to understand its power. By definition, the Greek word Nepsis means to be watchful, alert, and vigilant with a clear and sober mind against illusions thus allowing one to obtain ultimate clarity. In the investment world, clarity is difficult to obtain, and the lack thereof is … Continue reading Episode 5 – The Power of Clarity – Part I →
When it comes to investing with clarity, we have done our research and, in turn, have created a unique approach to investing with clarity. When it comes to making the right decisions, there are numerous factors to consider, including the psychological and behavioral aspect of investing. These two factors are often overlooked, and that is … Continue reading Episode 4 – The Causes of Terrible DIY Performance →
Successful investing is about process. There is a benefit of understanding the discipline and process leading to successful investing. There are both scientific and behavioral aspects of investing. Understanding them will lead you to understand how to reach success in this area. The investment process can be categorized into four key corners of success. Learn … Continue reading Episode 3 – The 4 Keys to Investing for Success →
In this podcast Mark Pearson of Nepsis shares his passion for Investing and walks us through the Invest With Clarity philosophy. Mark shares how he and his team, help Investors gain greater clarity in their own investments. More investors need to know what they own and why they own it. So many investors today are … Continue reading Episode 2 – Why Invest With Clarity →
Mark has come along way since his early beginnings in the financial services industry in 1986, where he realized that he still had a lot to learn about managing money. After graduating from college, he found himself involved in the technology sector. This experience gave Mark the skills he needed to start his own financial … Continue reading Episode 1 – Introduction – Mark Pearson →