Month: July 2022

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

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

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:

Connect with Mark Pearson: 

Bye Bye Bonds With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 83)

Bye Bye Bonds With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 83)

Everyone has their opinion about the pros and cons of bonds.

What do you think about them? Are they too risky or are they a good opportunity?

In this episode, Mark Pearson and Chuck Etzweiler MBA, CIMA®, CFP®, CMT, discuss their professional opinion about bonds and critique why they may not be a good option considering the current economy.

Mark and Chuck discuss: 

  • Their professional opinion and advice about bonds
  • How the rising inflation and interest rates can influence your investment decisions
  • Their critique of bonds considering the current bear market
  • Your portfolio management habits and how you can increase their effectiveness
  • And more

Resources: 

Connect With Chuck Etzweiler:

Connect with Mark Pearson: