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 …
Most financial advisors follow a short, cookie cutter process that does not take into account current market conditions or the individualization of your portfolio and can lead to over diversification due to many variables. In this episode, Mark Pearson and Chuck Etzweiler discuss the style box and how it was created as a tool of …
At Nepsis®, we value process over progress®. We use past market changes and statistics to determine the best course of action for our clients. In this episode, Mark Pearson returns with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT to discuss how a recession affects the markets, including common misconceptions about how a recession affects the economy. …
As we outlined in the first part of this discussion, bonds, contrary to popular belief, are not a viable investment, for the most part. Locking on to a bond due to its previous growth can be a recipe for disaster, as your purchasing power will decrease tremendously. In this episode, Mark Pearson and Chuck Etzweiler …
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 …
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 …
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 …
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 …