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

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:

Connect With Mark Pearson: 

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.