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

March 29, 2023Finance, Investing, UncategorizedClarity, FinancialPlanning, Invest with Clarity Podcast, Investment, Mark Pearson, Markets, Media, Nepsis, PortfolioPlanning, Stock Market, Volatilityinvestwithclarity

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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:

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)

March 8, 2023Finance, Investing, UncategorizedClarity, FinancialPlanning, Invest with Clarity Podcast, Investment, Mark Pearson, Markets, Media, Nepsis, PortfolioPlanning, Stock Market, Volatilityinvestwithclarity

Podcast: Play in new window | Download | Embed

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.

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:

About Our Guest:

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.

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

February 1, 2023Finance, Investing, UncategorizedBias, Clarity, Confirmation Bias, FinancialPlanning, Herd Mentality, Invest with Clarity Podcast, Investing Bias, Investment, Mark Pearson, Media Response, Nepsis, Stock Marketinvestwithclarity

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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:

About Our Guest:

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)

December 7, 2022Finance, Investing, UncategorizedBias, Business, Financial Planning, Invest with Clarity Podcast, Investment, Nepsis, Stock Marketinvestwithclarity

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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:

About Our Guest:

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)

November 23, 2022Finance, Investing, UncategorizedClarity, Financial Planning, Invest With Clarity, Investment, Mark Pearson, Nepsis, Podcast, Stock Marketinvestwithclarity

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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:

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)

November 9, 2022Finance, Investing, UncategorizedBear Market, Bull Market, Clarity, Financial Planning, Inflation, Invest with Clarity Podcast, Investing, Investment, Mark Pearson, Nepsis, Stock Marketinvestwithclarity

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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:

About Our Guest:

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

October 26, 2022Finance, Investing, UncategorizedClarity, FinancialPlanning, Invest with Clarity Podcast, Investment, Mark Pearson, Nepsis, Purchasing Power, Stock Market, Wealthinvestwithclarity

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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

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About Our Guest:

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

September 28, 2022Finance, Investing, UncategorizedClarity, FinancialPlanning, Invest with Clarity Podcast, Investment, Mark Pearson, Nepsis, Stock Marketinvestwithclarity

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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

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About Our Guest:

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

August 17, 2022Finance, Investing, UncategorizedClarity, FinancialPlanning, Invest with Clarity Podcast, Investment, Mark Pearson, Nepsis, Stock Market, Transparencyinvestwithclarity

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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®
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About Our Guest:

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

July 20, 2022Finance, Investing, UncategorizedBonds, Clarity, FinancialPlanning, Invest with Clarity Podcast, Investment, Mark Pearson, Nepsis, Stock Marketinvestwithclarity

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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: