Monthly Archives: February 2022

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Episode 74. Four Keys To Successful Investing, Flexibility



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

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



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: