Mark Pearson and his team aren’t fans of mutual funds, and you’re about to find out why. In this episode, Mark doesn’t spare mutual funds’ feelings as he dives into the traits that make them undesirable, otherwise known as the dreadful five Cs. Here’s what you will learn about in this episode: Why being over-diversified …
Have you ever taken a jar of pennies to the bank and felt shocked by the amount of money you had in there? Today, Mark Pearson discusses his penny jar theory and how Nepsis uses this theory in their approach to Strategic Cost Averaging™, the process of continually investing unequal dollar amounts specifically targeted into …
Today, Mark Pearson shares his views on the “race to the bottom” in the financial industry. Inspired by the Barron’s article titled “Fidelity Drops Fund Fees to Zero in Latest Price-War Gambit,” Mark discusses the issues that may arise with the low-cost industry trend, along with how the common outlooks that clients tend to adopt …
In this episode, Mark Pearson is joined by Nepsis’ Vice President of Research, Chuck Etzweiler, for a behind-the-scenes look at how they use research to inform their investment decisions. Chuck and Mark discuss how their teams research all areas of the economy to make selective and informed investment decisions with clarity. They also share the …
When investing, do you know what you own, why you own it and how much you’re paying for it? Today, Mark Pearson and Matt Halloran discuss the common barriers preventing people from investing with true clarity. From the lack transparency surrounding investing fees and ownership to the harmful ways diversification and asset allocation are misinterpreted, …
The inspiration for today’s episode came from a headline in Financial Advisor Magazine: “Market Volatility May Be Behind 47% Rise In FINRA Cases.” Did you read that article from June 22nd? Mark Pearson did. Now he’s weighing in on the issue. Why has market volatility possibly caused a surge in FINRA arbitration cases this year? …
The Morningstar’s five-star rating system was never meant to be a performance indicator. On today’s show, Mark Pearson and guest, Chuck Etzweiler, are challenging finance professionals’ and investors’ overreliance on the Morningstar’s rating system. Mark and Chuck explain what the rating system was designed to do, how mutual funds and ETFs earn stars, and the …
Do you ever compare your portfolio to other people’s portfolios? Comparison is the ultimate killjoy. It’s a crazy-making behavior that only serves to distract investors. In fact, Some people are never satisfied with their returns because they’re caught up in comparing themselves to others. Today, Matt Halloran and Mark Pearson uncover the downfalls of comparing. …
How much cash do you keep on the sidelines? Today, Matt Halloran and Mark Pearson talk to you about the potential opportunities that market volatility presents, along with how to make smart corrections to your portfolio. Realizing your moves and properly allocating your money can allow you to invest when you need to take advantage …
Don’t become another DALBAR statistic. As an investor, does your behavior affect how well your investments perform? It certainly does. Today, Matt Halloran and Mark Pearson discuss DALBAR Inc., an independent research organization that studies how investor behavior is related to investment performance. In this episode, you’ll learn three reasons for investor shortfalls, the psychology …