Tag: Chuck Etzweiler

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

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

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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
  • And more

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

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

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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
  • And more

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

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

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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
  • And more

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

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

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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
  • And more

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