Search Results for: Chuck

Bye Bye Bonds With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 83)

July 6, 2022Finance, Investing, UncategorizedBonds, Clarity, FinancialPlanning, Invest with Clarity Podcast, Investment, Mark Pearson, Nepsis, Stock Marketinvestwithclarity

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 … Continue reading Bye Bye Bonds With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 83) →

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Process Before Progress®, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.82)

June 8, 2022Finance, Investing, UncategorizedChuck Etzweiler, Clarity, FinancialPlanning, Invest with Clarity Podcast, Investment, Mark Pearson, Nepsis, Process, Returns, Stock Marketinvestwithclarity

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 … Continue reading Process Before Progress®, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.82) →

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Lifting Weights While You Wait With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.81)

May 25, 2022Finance, Investing, UncategorizedChuck Etzweiler, Clarity, FinancialPlanning, Invest with Clarity Podcast, Investment, Mark Pearson, Nepsis, Stock Marketinvestwithclarity

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 … Continue reading Lifting Weights While You Wait With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.81) →

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Passive Investing, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.80)

May 11, 2022Finance, Investing, UncategorizedChuck Etzweiler, Clarity, FinancialPlanning, Invest with Clarity Podcast, Investment, Mark Pearson, Nepsis, Stock Marketinvestwithclarity

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 … Continue reading Passive Investing, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.80) →

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Passive Investing With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.79)

April 27, 2022Finance, Investing, UncategorizedChuck Etzweiler, Clarity, FinancialPlanning, Invest with Clarity Podcast, Investment, Mark Pearson, Nepsis, Stock Marketinvestwithclarity

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 … Continue reading Passive Investing With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.79) →

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The Four Worst Words in Investing With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.77)

March 30, 2022Finance, InvestingClarity, FinancialPlanning, Invest with Clarity Podcast, Investment, Mark Pearson, Nepsis, Stock Market, Transparencyinvestwithclarity

At Nepsis®, we value process over progress. Our strategy is fixed and we trust that it will lead to the success of our clients and their ultimate goals within their portfolio. In this episode, Mark Pearson returns with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT to discuss the four worst words they avoid using when discussing … Continue reading The Four Worst Words in Investing With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.77) →

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A Deep Dive into “Fin-ergy” With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.76)

March 16, 2022Finance, InvestingClarity, FinancialPlanning, Invest with Clarity Podcast, Investment, Mark Pearson, Nepsis, Stock Market, Transparencyinvestwithclarity

At Nepsis®, our main overarching motto is process before progress. Through integrating this idea into all of our investments, we are able to use our strategy even when the markets are unstable. In this episode, Mark Pearson returns with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT to discuss the in-depth idea of the Nepsis® investing strategy, … Continue reading A Deep Dive into “Fin-ergy” With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.76) →

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Episode 73: Know What You Own and Why You Own It: Investing Clarity With Chuck Etzweiler, Part 5

February 2, 2022Finance, InvestingClarity, FinancialPlanning, Invest with Clarity Podcast, Investment, Mark Pearson, Nepsis, Stock Market, Transparencyinvestwithclarity

The keys to start building a foundation towards long term success for investing are – philosophy, strategy, flexibility, and transparency. In this episode, Mark Pearson finishes up his five-part series of the Know What You Own and Why You Own It focusing on knowledge, alongside Chuck, Nepisis’ head of research. Mark lays out fundamentals of … Continue reading Episode 73: Know What You Own and Why You Own It: Investing Clarity With Chuck Etzweiler, Part 5 →

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Episode 72. Knowing What You Own and Why You Own It: Putting The Nepsis Portfolio To The Test With Chuck Etzweiler

January 19, 2022Finance, InvestingClarity, FinancialPlanning, Invest with Clarity Podcast, Investment, Mark Pearson, Nepsis, Stock Marketinvestwithclarity

How do you know whether your portfolio is doing well? Is it helping to achieve your long-term investing goals? Mark Pearson is back with Chuck Etzweiler for part four of the Knowing What You Own and Why You Own It miniseries. In this episode, Mark and Chuck put the Nepsis portfolio to the test by … Continue reading Episode 72. Knowing What You Own and Why You Own It: Putting The Nepsis Portfolio To The Test With Chuck Etzweiler →

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Episode 67. Knowing What You Own and Why You Own It: Confidence, Conviction, and Consistency With Chuck Etzweiler

September 15, 2021Finance, Investing, UncategorizedBehavioural Finance, Clarity, Emotion, Fear, FinancialPlanning, Invest with Clarity Podcast, Invest with Clarity®Podcast, Investment, Mark Pearson, Nepsis, Personal Finance, Process, Researchinvestwithclarity

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 … Continue reading Episode 67. Knowing What You Own and Why You Own It: Confidence, Conviction, and Consistency With Chuck Etzweiler →

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