Tag: Financial Planning

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Identifying Common Investing Biases, Part 1 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.90)

Identifying Common Investing Biases, Part 1 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.90)

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When you don’t have clarity in your investing, biases can derail your actual objectives.

In this episode, Mark Pearson talks with returning guest, Chuck Etzweiler, MBA, CIMA®, CFP®, CMT to discuss common investing biases. They share three of the six biases in investing to help you make more informed investing decisions. 

Mark and Chuck discuss: 

  • How to overcome the loss aversion bias
  • The definition of a narrow framing bias
  • How seeking clarity can allow you to be free from anchor bias
  • And more

Connect With Chuck Etzweiler:

Connect With Mark Pearson: 

About Our Guest: 

With more than three decades of investment industry experience, Chuck Etzweiler, MBA, CIMA®, CFP®, CMT directs the on-going research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis, Inc. in a deeper manner. 

A high percentage of the focus of the research is centered around money manager pitfalls, investor short-comings and repetitive behavioral biases that detract clients from earning optimal returns.

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Don’t WAIT Start Investing With Clarity® with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.89)

Don’t WAIT Start Investing With Clarity® with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.89)

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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 each component of this acronym works together as a system to understand the type of market you are currently investing in. As year two of the president’s term is currently in full force, the president gets tested the most, making it historically the worst year on average, affecting the economy in many ways. 

Chuck discusses: 

  • How technological advancements affects inflation through the productivity created for businesses
  • How previous historical downturns in the economy are a good blueprint to understand bull markets
  • The projection of future developments in blockchain technology
  • And more

Resources:

Connect With Chuck Etzweiler:

Connect With Mark Pearson: 

About Our Guest: 

With more than three decades of investment industry experience, Chuck Etzweiler, MBA, CIMA®, CFP®, CMT directs the on-going research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis, Inc. in a deeper manner. A high percentage of the focus of the research is centered around money manager pitfalls, investor short-comings and repetitive behavioral biases that detract clients from earning optimal returns.

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Inflation Nation, Part Two with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.88)

Inflation Nation, Part Two with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.88)

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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 invest in technology and how it lowers prices
  • Why we’re entering a new type of secular bull market in multiple areas
  • How you hedge your position on higher inflationary costs
  • The low expectations on returns
  • And more

Connect With Chuck Etzweiler:

Connect With Mark Pearson: 

About Our Guest: 

With more than three decades of investment industry experience, Chuck Etzweiler, MBA, CIMA®, CFP®, CMT directs the on-going research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis, Inc. in a deeper manner. A high percentage of the focus of the research is centered around money manager pitfalls, investor short-comings and repetitive behavioral biases that detract clients from earning optimal returns.

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Episode 70. Four Keys To Successful Investing, Philosophy

Episode 70. Four Keys To Successful Investing, Philosophy

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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, how the stock market is similar to a farmer’s market, and why the stock market is the greatest tool to bring buyers and sellers of businesses together.

Mark discusses: 

  • The Nepsis investing philosophy
  • Why the stock market is the greatest tool to bring buyers and sellers of businesses together
  • Why investors should think like business owners who own the market
  • Looking at the stock market as a market, and not an investment
  • And more

Connect with Mark Pearson: 

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Episode 60 — A Look Back At 2020

Episode 60 — A Look Back At 2020

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As the year comes to an end, Mark Pearson takes us back on a journey throughout 2020 and overviews investing losses and opportunities that have occurred during the pandemic. He shares his expertise and optimistic outlook with investors and advisors on how to make more successful market decisions. 

In this episode, you’ll learn:

  • The shapes of market recovery 
  • Why you should invest in business as opposed to stock markets or indexes 
  • The importance of a buy/sell discipline  
  • How to make non-emotional flexibility decisions  
  • And more!

Join Mark Pearson as he takes a look back at 2020! 

Resources: Nepsis