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In today’s episode, Mark Pearson is joined again by Chuck Etzweiler, Nepsis’ head of research. This time Mark and Chuck talk about the importance of managing your portfolio in times of uncertainty. Get ready for a deep discussion on anchor bias—and what that really means.

In this episode, you will learn:

• What anchor bias really is and how to recognize it
• Why anchoring isn’t necessarily a bad thing if you’re anchored in clarity
• Why the current state of the market is causing portfolio managers to change their practice—and how that will impact your return
• About the importance of monitoring your portfolio and deciding when it’s the right time to buy low and sell high
• Why you shouldn’t let your political stance determine your investment decision-making
• And more!

Resources:  Nepsis  | Biased, Who Me?

 

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Do you translate the numbers on your statement as money you’ve earned or lost?  

Beware—constantly looking at your statements can blind you and give you a false sense of what’s actually happening with your portfolio.

In this episode, Mark Pearson shares a new way of looking at your statement to help you avoid making common investing mistakes.

In this episode, you’ll learn:

• About the importance of knowing what you own  vs. looking at your statement
• What you should actually pay attention to as an investor
• Why Mark hates it when people say that they’re “invested in the stock market”
• And more!

Tune in now and learn how to remove your blinders and invest with clarity!

Resources:  Nepsis

 

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Imagine having the opportunity to truly understand why your portfolio is performing the way it is. At Nepsis, each client has this opportunity, thanks to Nepsis’ Investment Stress Test.

Today, Mark Pearson shares how Nepsis’ stress test helps you understand where your money is allocated, so you don’t have to settle for a cookie-cutter portfolio.

In this episode, you’ll learn:

• How the information from your stress test can help you become a successful investor
• How the stress test can identify the pitfalls that could prevent you from achieving your financial goals
• How understanding why you own a stock is better than knowing what stock you own
• Where to get a stress test for free
• And more!

Tune in now to learn how Nepsis’ Investment Stress Test can help you invest with clarity!

Resources

Nepsis Investment Stress Test | Nepsis

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Few things in this world are guaranteed: death, taxes, and fluctuations in the global stock market.

In this episode of the Invest With Clarity podcast, Mark Pearson explains why shifts in the market of even 1% are not nearly as big of a deal as people make them out to be.

You will learn:

• Why believing that you’re “investing in the stock market” is a false narrative
• Why investing in the S&P 500 index might not be the smartest way to invest
• Why clear thinking is arguably the most important quality to use when deciding which companies to invest in or whether to sell shares in a company
• What Wall Street means when it talks about value versus growth
• Why Nepsis is the frontrunner for unbiased content about each client’s portfolio
• And more!

Tune in now and learn how to decipher the indexes and invest with clarity!

Resources: Nepsis

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All too often, investors inhibit their potential for successful by giving in to emotional biases.

Mark Pearson sees examples of investors being swayed by emotional biases all the time. In this episode, he discusses each of these biases and explains how they spring from a lack of investor clarity.

In today’s episode, you will learn:

• The different types of emotional biases
• How diversification is different than asset allocation
• Why the real secret to Warren Buffett’s success is superhuman discipline
• Mark’s dual approach to confronting clients’ biases
• Why Mark believes advisors should run their businesses the same way gardeners prune their gardens
• And more!

Tune in now and learn what it means to stick with the investment process and invest with clarity!

Resources: Bias: Who Me White Paper | Nepsis, Inc. | Nepsis, Inc. Facebook Page

 

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Investors hire financial advisors because they want to have a leader who will give them expert advice and guide them to reach their investment plan goals.

However, too many investors do not have leadership that is founded on clarity. In this episode, Mark Pearson takes a critical look at the typical client journey to help investors consider how they’re being served.

In today’s episode on the importance of leadership, Mark discusses:

• The biggest mistakes advisors make with their risk tolerance questionnaires
• Why “risk” and “volatility” do not belong in the same sentence
• The three real areas of risk for investors
• Mark’s real-life experience with investors reacting emotionally to their investments
• And more!

Tune in now to learn how clarity-based leadership can help you reach your investing goals!

Resources: NEPSIS, Inc.