Do you need clarification about the indexing conundrum? The concept of indexing raises intriguing questions and challenges in today’s dynamic market. Join Mark Pearson and Chuck Etzweiler in this episode as they dive into the indexing issue and its impact on portfolio performance. They uncover the valuable lesson of clarity in understanding why your portfolio …
As Chuck Etzweiler states in this episode, human beings were created to thrive on relationships and rely on interaction with other humans, not AI. Artificial Intelligence allows for a less emotional experience and can taint several processes they create. In this episode, Mark Pearson speaks with Chuck Etzweiler to discuss the art versus the science …
Investment planning is largely considered a science, with a focus on numbers and returns. In reality, it is an artistic mindset that allows investors to understand what the best options are instead of what will grant the highest returns. In this episode, Mark Pearson speaks with Chuck Etzweiler on the difference between the scientific and …
In the financial industry, there are several narratives that get passed around that might scare some people into making certain decisions that might not benefit them. In this episode, Mark Pearson is joined by Chuck Etzweiler in this two-part mini-series to discuss what ultimate clarity is and how you can get that through understanding the …
In the financial industry, there are several narratives that get passed around that might scare some people into making certain decisions that might not benefit them. In this episode, Mark Pearson is joined by Chuck Etzweiler in this two-part mini-series to discuss what ultimate clarity is and how you can get that through understanding the …
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 …
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: …
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 …
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 …
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 …