Search Results for: Chuck

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Identifying Common Investing Biases, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.91)



At the end of the day, clarity is the single most important aspect of investing. In this episode, Mark Pearson talks with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT, to identify three common investing biases and how each of them influence investing decisions. Mark and Chuck discuss:  Why most investors are over diversified Why investors are … Continue reading Identifying Common Investing Biases, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.91)


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Identifying Common Investing Biases, Part 1 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.90)



When you don’t have clarity in your investing, biases can derail your actual objectives. In this episode, Mark Pearson talks with returning guest, Chuck Etzweiler, MBA, CIMA®, CFP®, CMT to discuss common investing biases. They share three of the six biases in investing to help you make more informed investing decisions.  Mark and Chuck discuss:  … Continue reading Identifying Common Investing Biases, Part 1 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.90)


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Don’t WAIT Start Investing With Clarity® with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.89)



To help you Invest With Clarity® and confidence, we have coined the acronym WAIT. Through following and identifying this set of factors you will find yourself one step closer in determining the current state of the financial market. In this episode, Mark Pearson talks with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT, as they discuss how … Continue reading Don’t WAIT Start Investing With Clarity® with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.89)


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Inflation Nation, Part Two with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.88)



Clarity sometimes isn’t comfortable. Clarity sometimes isn’t the shiniest, most beautiful object. It’s the reality of the situation.  In this episode, Mark Pearson talks with Chuck Etzweiler, to walk you through what it means to understand inflation so that you can Invest With Clarity®. Chuck discusses:  What causes inflation Why there is little desire to … Continue reading Inflation Nation, Part Two with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.88)


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The New Boss Is The Same As The Old Boss Value with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.87)



The decisions that are allowing us to be successful at any given time, for the most part, are the decisions that are made one to three years previous.  So when you don’t have clarity in what you own and why you own it, this freezes you from making decisions. In this episode, Mark Pearson talks … Continue reading The New Boss Is The Same As The Old Boss Value with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.87)


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Playing Tic Tac Toe With The Equity Style Box Featuring Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.86)



Most financial advisors follow a short, cookie cutter process that does not take into account current market conditions or the individualization of your portfolio and can lead to over diversification due to many variables.  In this episode, Mark Pearson and Chuck Etzweiler discuss the style box and how it was created as a tool of … Continue reading Playing Tic Tac Toe With The Equity Style Box Featuring Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.86)


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The Recession Obsession With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.85)



At Nepsis®, we value process over progress®. We use past market changes and statistics to determine the best course of action for our clients. In this episode, Mark Pearson returns with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT to discuss how a recession affects the markets, including common misconceptions about how a recession affects the economy. … Continue reading The Recession Obsession With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.85)


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


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


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Process Before Progress®, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.82)



When creating a portfolio, it is important to make sure you are approaching it with absolute clarity, to make good decisions for your future. This means forgetting everything you know about the marketing mindset and removing yourself from the industry mindset that is commonly pushed by investors.  In this episode, Mark Pearson and Chuck Etzweiler … Continue reading Process Before Progress®, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.82)