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Stepping out of the shadow of comparison is not easy, be it life or investing. It is crucial to remember that every portfolio is unique, just like the individual. 

In this episode, Mark Pearson and Chuck Etsweiler discuss the concept of benchmarking and comparison in investing. While benchmarking can hinder clarity and progress toward financial goals, they emphasize the importance of self-awareness and understanding one’s own portfolio. They also discuss the advantages of separately managed accounts (SMAs) and the need for collaboration with professionals in different areas to provide a comprehensive financial strategy.

Mark and Chuck discuss: 

• The concept of benchmarking and comparison in investing in relation to your portfolio
• The importance of seeking clarity and understanding one’s own portfolio, whether you have a financial planner or not
• Why comparison killed the cat
• Importance of self-awareness and surrounding oneself with the right people in this industry
• Constructing uniquely designed portfolios and partnering with other disciplines
• And more

Connect With Chuck Etzweiler:

• Email Chuck 

Connect with Mark Pearson: 

• Nepsis® 
• Email Mark

About Our Guest: 

With more than three decades of investment industry experience, Chuck Etzweiler, MBA, CIMA®, CFP®, CMT directs the ongoing research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis® in a deeper manner. 

A high percentage of the focus of the research is centered around money manager pitfalls, investor shortcomings and repetitive behavioral biases that detract clients from earning optimal returns.

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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 is going up or down and discuss the difference between market cap-weighted and equally weighted indexes, highlighting the potential risks of benchmarking portfolios to indexes over shorter periods.

Mark and Chuck discuss: 

• the power of transparency and flexibility in investing
• why buying businesses at a historical discount can lead to long-term success
• Why clarity overrides the conundrum
• valuable insights for your investment journey
• And more

Connect With Chuck Etzweiler:

• Email Chuck 

Connect with Mark Pearson: 

• Nepsis® 
• Email Mark

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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 of investing and the potential for AI to replace financial advisors and portfolio managers. They then analyze the ETF AIQ, which uses artificial intelligence to select securities and question its performance metrics and claims of superiority.

Mark and Chuck discuss: 

• The importance of human interaction and communication in investing
• Reaching clients’ long-term goals through a process of questioning, understanding and planning
• How to filter out artificial intelligence in the workplace when it is at the forefront of clients’ minds
• And more

Resources: 

Connect With Chuck Etzweiler:

• Email Chuck 

Connect with Mark Pearson: 

• Nepsis® 
• Email Mark

About Our Guest: 

With more than three decades of investment industry experience, Chuck Etzweiler, MBA, CIMA®, CFP®, CMT directs the on-going research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis, Inc. in a deeper manner. 

A high percentage of the focus of the research is centered around money manager pitfalls, investor short-comings and repetitive behavioral biases that detract clients from earning optimal returns.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

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 artistic sides of investment planning. Together they discuss the benefits of a flexible approach to investing and how understanding different perspectives increases the chances of success within investments.

Mark and Chuck explore: 

• The nuances of investing 
• How the art of investing filters out the noise to bring greater clarity in your investments. How different processes are classified as art versus science
• How the artistic approach to investment planning increases opportunities compared to an AI’s cookie-cutter approach
• And more

Connect With Chuck Etzweiler:

• Email Chuck 

Connect with Mark Pearson: 

• Nepsis® 
• Email Mark

About Our Guest: 

With more than three decades of investment industry experience, Chuck Etzweiler, MBA, CIMA®, CFP®, CMT directs the on-going research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis, Inc. in a deeper manner. 

A high percentage of the focus of the research is centered around money manager pitfalls, investor short-comings and repetitive behavioral biases that detract clients from earning optimal returns.