Category: Investing

Episode 9 – The Power of Claritology: The Key to Gaining Confidence in Your Investments

Episode 9 – The Power of Claritology: The Key to Gaining Confidence in Your Investments

In this episode, I introduce a brand new term—Claritology. It’s all about understanding your investments from every angle. What is the outcome of Claritology? It’s having a newfound sense of confidence about your investment strategies.

Listen in as I share the four pillars of Claritology and how it can transform the way you think about investing.

Episode 8 – Strategic Cost Averaging

Episode 8 – Strategic Cost Averaging

 

Have you heard of strategic cost averaging? It’s an investment technique that allows you to invest equal dollar amounts into a specific position. Is that the right strategy for you?

Learn more in this episode as I share 4 keys to successful investing—plus, how you can benefit from being a transparent and flexible investor.

Episode 7 – Importance of an Investment Policy Statement (IPS)

Episode 7 – Importance of an Investment Policy Statement (IPS)

Are you heading towards the financial future you want?  Mark shares how you can use the Investment Policy Statement to help ensure that you and your investment advisor have a clear understanding of your financial goals. The more clarity you have about your portfolio, the more likely you are to stay the course when it comes to your overall financial plan.

In this episode, Mark shares how you can invest for success by using the Investment Policy Statement as a road map to track your investments and assess your risk tolerance:

Episode 6 – The Power of Clarity – Part II

Episode 6 – The Power of Clarity – Part II

Can you put a price on clarity?  While it’s easy to understand broad concepts and theories behind investing, people often lack clarity when it comes to their own personal investments. And the danger in today’s markets is that it’s become increasingly easy to find investment gratification for cheap. Financial plans are becoming cookie cutter premade servings, rather than the tailor made plan that optimizing an individual’s circumstances.

Learn more about the power of clarity in this second part of this podcast series, as Mark aims to dig deeper into the foundational philosophy of Nepsis.

Episode 5 – The Power of Clarity – Part I

Episode 5 – The Power of Clarity – Part I

Clarity is the cornerstone of Nepsis and it’s important to understand its power. By definition, the Greek word Nepsis means to be watchful, alert, and vigilant with a clear and sober mind against illusions thus allowing one to obtain ultimate clarity. In the investment world, clarity is difficult to obtain, and the lack thereof is particularly prevalent among many investors.

Mark explores how knowing what you own and why you own is a cornerstone belief to an investment plan built with ultimate clarity. And the way you achieve that is by the way we manage money.

Learn more about the power of clarity in this podcast:

Episode 4 – The Causes of Terrible DIY Performance

Episode 4 – The Causes of Terrible DIY Performance

When it comes to investing with clarity, we have done our research and, in turn, have created a unique approach to investing with clarity. When it comes to making the right decisions, there are numerous factors to consider, including the psychological and behavioral aspect of investing. These two factors are often overlooked, and that is why it is important to have someone on your side to help you understand how to process the information out there and to help determine whether or not it is relevant for your investment situation.

Learn more about the causes of terrible DIY performance in this podcast:

Episode 3 – The 4 Keys to Investing for Success

Episode 3 – The 4 Keys to Investing for Success

Successful investing is about process. There is a benefit of understanding the discipline and process leading to successful investing. There are both scientific and behavioral aspects of investing. Understanding them will lead you to understand how to reach success in this area. The investment process can be categorized into four key corners of success.

Learn more about investing for success in this podcast:

Episode 2 – Why Invest With Clarity

Episode 2 – Why Invest With Clarity

In this podcast Mark Pearson of Nepsis shares his passion for Investing and walks us through the Invest With Clarity philosophy.  Mark shares how he and his team, help Investors gain greater clarity in their own investments.  More investors need to know what they own and why they own it. So many investors today are focused so much on costs versus value. Instead of focusing on the businesses they own, they look at fees and buying indexes. The unfortunate truth is that many investors rely on  financial advisors, who do not have a great understanding of the investment process of a fund.

Learn more about investing with clarity in this podcast:

Episode 1 – Introduction – Mark Pearson

Episode 1 – Introduction – Mark Pearson

Mark has come along way since his early beginnings in the financial services industry in 1986, where he realized that he still had a lot to learn about managing money. After graduating from college, he found himself involved in the technology sector. This experience gave Mark the skills he needed to start his own financial services company in 1994.  Today Mark shares his passion for communication and technology with his employee’s plus over 30 financial advisors nationally to enhance their ability to invest and plan with success.

Learn more about Investing with Clarity with Mark Pearson and Nepsis in this podcast: