Monthly Archives: April 2019


Episode 33 – We Really Need to Talk About Active vs. Passive Investing Again

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?

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