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

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

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 …

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Underperforming the Underperformance With Mark Pearson (Ep.78)

Underperforming the Underperformance With Mark Pearson (Ep.78)

At Nepsis®, we have coined the term clarity creates stability. We believe that the ultimate form of clarity is the root of what we do here at Nepsis®.  In this episode, Mark Pearson discusses his perception of the state of the marketplace, the ways politics have affected the dollar value and how understanding these ideas …

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

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

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 …

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

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

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, …

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Episode 75. Four Keys To Successful Investing, Transparency

Episode 75. Four Keys To Successful Investing, Transparency

Four keys to start building a foundation towards long term success for investing are – philosophy, strategy, flexibility, and transparency. In this episode, Mark Pearson finishes off his four part miniseries, focusing on the last key to successful investing, transparency. Mark discusses the foundation of the Nepsis investment strategy and why time is the most …

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Episode 74. Four Keys To Successful Investing, Flexibility

Episode 74. Four Keys To Successful Investing, Flexibility

Four keys to start building a foundation towards long term success for investing are – philosophy, strategy, flexibility, and transparency. In this episode, Mark Pearson continues with part three of the successful investing miniseries, focusing on flexibility. Mark discusses Roth conversions and how investments can increasingly benefit you as a business owner.  Mark discusses:  Active …

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

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

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 …

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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

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

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 …

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Episode 71. Four Keys To Successful Investing, Strategy

Episode 71. Four Keys To Successful Investing, Strategy

Four keys to start building a foundation towards long term success for investing are – philosophy, strategy, flexibility, and transparency. In this episode, Mark Pearson continues with part two of the successful investing mini-series, focusing on strategy. Mark lays out fundamentals of the Nepsis investment strategy, and explains their top down perspective. He also details …

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Episode 70. Four Keys To Successful Investing, Philosophy

Episode 70. Four Keys To Successful Investing, Philosophy

Four keys to start building a foundation towards long term success for investing are – philosophy, strategy, flexibility, and transparency. In this episode, Mark Pearson begins a new mini-series discussing the four keys to successful investing, beginning with philosophy. Mark explains the investing philosophy of Nepsis, and the commitment to achieving long-term investment goals. Plus, …

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