Passive Investing, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.80)

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 their needs first, and creates a portfolio based on these goals.

Mark and Chuck discuss:

  • Active versus passive investing
  • What a volatile market can mean for business owners
  • Why understanding asset allocation is so important
  • The importance of being slow and steady with your investments
  • And more

Connect With Chuck Etzweiler:

Connect with Mark Pearson: