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 considering the current economy.
Mark and Chuck discuss:
Their professional opinion and advice about bonds
How the rising inflation and interest rates can influence your investment decisions
Their critique of bonds considering the current bear market
Your portfolio management habits and how you can increase their effectiveness
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 discuss the importance of following a strict process and trusting the timeline that it will follow rather than searching for returns on investments.
Mark and Chuck discuss:
The long route that Nepsis® contains in their investment strategy
How owning stocks can be similar to owning a business
Why it is important to understand the investment process before taking a stab at investing
The ultimate goal you should strive to achieve when investing in businesses
Just like professional athletes, sitting on a bench waiting around for your turn is a waste of time. Investors are just like off-season athletes, you have to train while you wait in order to get the best results once you hit the court.
In this episode, Mark Pearson and Chuck Etzweiler discuss those in between stages and how to practice executing strategies while waiting for market changes. They share common misconceptions about market volatility and how to identify growth in your portfolio over time.
Mark and Chuck discuss:
The barbell strategy in investing
Common misconceptions about bonds
What risk means for your portfolio
How businesses can steer you in the wrong direction when looking to invest
Most people don’t know what’s happening with their money when they are investing. You may be told by your financial advisor you’re investing in the stock market but you’re actually investing in businesses.
In this episode, Mark Pearson and Chuck Etzweiler discuss the personalized strategy that is used at Nepsis® that puts the client and their needs first, and creates a portfolio based on these goals.
Mark and Chuck discuss:
Active versus passive investing
What a volatile market can mean for business owners
Why understanding asset allocation is so important
The importance of being slow and steady with your investments
When looking at indexes, it is very hard to determine how returns are calculated. At Nepsis®, We have a very specific asset allocation strategy with a very specific buy and sell discipline.
In this episode, Mark Pearson and Chuck Etzweiler discuss common misconceptions about the investment market and how you can value stocks based on a number of different factors. They discuss the problems with passive investing and how you can take control in your own hands by educating yourself on the intricacies of the stock market.
Mark and Chuck discuss:
How active management can work
Strategic cost averaging®
Our investing strategy at Nepsis®
The power of asset allocation versus diversification
Clarity in the financial service business is innovative. Why? Because people don’t think about clarity or the power of clarity.
In this episode, Mark Pearson looks at innovation in the financial services business. Mark explains how the financial services business can have clarity, and why clarity will prove to be innovative. He also voices his displeasure for modern portfolio theory and how it has affected the financial services business.
Mark discusses:
Why clarity in the financial services business is innovative
The power of clarity
How modern portfolio theory has affected the financial services business
Investing with clarity is all about mastering the 3 Cs: Confidence, Conviction, and Consistency.
In part three of this five-part miniseries, Mark Pearson is back with Chuck Etzweiler, senior vice president of Nepsis®, to challenge different investment dogmas that distract most investors from their long-term financial goals. They also share Nepsis’s unconventional, but powerful, investment approach to help you invest with clarity®.
Mark Pearson and Chuck Etzweiler discuss:
How to avoid “over-diversification” of an investment portfolio
Why you should not overly fixate on benchmarks to measure performance
The incredible flexibility that separately managed accounts (SMAs) can provide
Tips to overcome the four key barriers to investing with conviction and clarity
Chuck Etzweiler is Nepsis’ senior vice president of research. With over three decades of investment industry experience, Chuck oversees the firm’s ongoing research activities, much of which helps advisors and clients truly understand Nepsis’ philosophy and strategy.
Prior to joining Nepsis®, Chuck worked as Chief Market Strategist for True North Global Research and as an Investment Analyst with both Wells Fargo and the Bank of Hawaii. Additionally, Chuck has earned the CIMA® designation and is a Chartered Market Technician. Chuck is a graduate of Syracuse University and also has earned his MBA in Finance from the Crummer School of Management in Winter Park, FL.
Fear is the antithesis of clarity. An emotion that one should not have in the investment process.
In part two of this five-part miniseries, Mark Pearson speaks with Chuck Etzweiler, senior vice president of Nepsis, Inc, to help investors and business owners understand the emotion of fear and how to overcome it with optimal clarity.
Mark Pearson and Chuck Etzweiler discuss:
The two components of fear
How to eradicate or overcome fear
The Hopes and Fears: the Conflicting Effects of Risk Ambiguity Study
The three components of a successful business owner when investing
Chuck Etzweiler is Nepsis’ senior vice president of research. With over three decades of investment industry expertise, Chuck oversees the firm’s ongoing research activities, much of which helps advisors and clients truly understand Nepsis’ philosophy and strategy.
Prior to joining Nepsis, Chuck worked as Chief Market Strategist for True North Global Research and as an Investment Analyst with both Wells Fargo and the Bank of Hawaii. Additionally, Chuck has earned the CIMA® designation and is a Chartered Market Technician. Chuck is a graduate of Syracuse University and also has earned his MBA in Finance from the Crummer School of Management in Winter Park, FL.
Knowing what you own and why you own it is an ideal that helps investors to avoid acting emotionally and irrationally.
You don’t have to get deep into the weeds to grasp what you own and why you own it, but there is a framework to use and understand. There are also psychological components to investing with clarity that revolve around understanding what you own and why you own it.
In this five-part miniseries, Mark Pearson is joined by returning guest Chuck Etzweiler, senior vice president of Nepsis, Inc, to help investors understand that while knowing what you own and why you own it is important, understanding the behavioural characteristics of an investor is equally important. And that at the end of the day, it is always process before progress.
Mark Pearson and Chuck Etzweiler discuss: :
The significance of the DALBAR Quantitative Analysis of Investor Behavior (QAIB) research study, and how investors may incorporate some of these variables into their daily life and portfolio.
The Four Step Claritology Process
The importance of investing like a business owner and not a gambler
Chuck Etzweiler is Nepsis’ senior vice president of research. With over three decades of investment industry expertise, Chuck oversees the firm’s ongoing research activities, much of which helps advisors and clients truly understand Nepsis’ philosophy and strategy.
Prior to joining Nepsis, Chuck worked as Chief Market Strategist for True North Global Research and as an Investment Analyst with both Wells Fargo and the Bank of Hawaii. Additionally, Chuck has earned the CIMA® designation and is a Chartered Market Technician. Chuck is a graduate of Syracuse University and also has earned his MBA in Finance from the Crummer School of Management in Winter Park, FL.
In this episode, Mark Pearson explores the concept of value, sharing his thoughts and educating us on the two distinct meanings of value and how they apply and impact our economy.
In this episode, you’ll learn:
The two different meanings of value
Why we are seeing a dichotomy between performance and the NASDAQ
The difference between cyclical shifts and secular shifts in the market
Why is V.A.L.U.E the Nepsis theme for 2021, and what does it represent
And more!
Tune in now to learn more from Mark on attacking the idea of value!
