Tag Archives: FinancialPlanning

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 can lead to ultimate clarity. Having clarity on these subjects can help you become extremely confident in your portfolio and the investments you believe in, keeping you secure in your long term goals.

Mark discusses: 

  • The importance of flexibility in your portfolio
  • How clarity among your investments can enhance your decision-making process
  • The power of liquidity
  • What you need to know when entering into a bear market 
  • And more

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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 the investment market. They chat about important attributes that have driven the markets over the past years and how they have created their investment strategy to override these issues that might arise. 

Chuck discusses: 

  • What is involved with investing in a business 
  • How short term variables can impact your investments 
  • The feelings that can arise when inflation goes up and how to combat them 
  • How the Nepsis’ strategy takes into account huge shifts in the investment market 
  • And more

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About Our Guest:

With more than three decades of investment industry experience, Chuck Etzweiler 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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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, including how they have managed to be successful even when taking risks. Mark explains the importance of knowing what you own and how that can be increasingly useful when engaging with the investment market during any season. 

Chuck discusses: 

  • The importance of knowing what investments are in your portfolio
  • Why you should consider investing in individual businesses
  • The importance of knowing how to value an asset regardless of the investing season
  • Why the Nepsis’ strategy has proven to work over time 
  • And more

Connect With Chuck Etzweiler:

Connect With Mark Pearson: 

About Our Guest:

With more than three decades of investment industry experience, Chuck Etzweiler 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 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 valuable asset when creating an investment plan. 

Mark discusses: 

  • Why you should know the largest holding in your portfolio 
  • The level of trust you should put into your financial advisors 
  • How transparency can give you peace of mind when investing your money
  • Why the Nepsis’ strategy has proven to work over time 
  • And more

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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 versus passive investing
  • How increased flexibility among your investments can benefit you
  • How to avoid making emotional business decisions 
  • How Nepsis’ investment strategy has proven to work over time
  • And more

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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 the Nepsis investment strategy, and explains how transparency among clients can make a big impact on their investments. He also details why the process of buying and selling is so important and how you can use that to your advantage. 

Mark discusses: 

  • How the Nepsis investment strategy has become so successful
  • What you need to know about buying and selling stocks 
  • Advantages of having a single account versus pooled assets  
  • The importance of the buying and selling process
  • And more

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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



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 examining diversification and why asset allocation could avoid over diversification. Plus, why tech, energy, and health care businesses do well in inflationary periods.

Mark and Chuck discuss: 

  • Why asset allocation is a component of diversification
  • What constraint means
  • How to know if your portfolio is doing well
  • Why tech, energy, and health care businesses do well in inflationary periods
  • And more

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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 their buy and sell strategy, plus the four sell disciplines. 

Mark discusses: 

  • The fundamentals of the Nepsis investment strategy
  • The buy and sell strategy 
  • The four sell disciplines 
  • Why your financial services professional should know the largest holding in your portfolio
  • And more

Resources: 

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Episode 69. Inflation, What You Need To Know



Should you be thinking about inflation? How does inflation affect your buying decisions and your long-term financial goals?

In this episode, Mark Pearson tackles inflation and its growing presence on the market. Mark explains why you should be thinking about inflation and how it affects investors’ emotional decisions. Finding clarity with inflation is so powerful, it can help you stay on track towards your long-term financial goals.

Mark discusses: 

  • Should inflation play a part in long term investing and asset allocation
  • How buying power is more important than the actual rate of return
  • What sectors benefit from inflation, and why it may be worth having asset allocation in those areas
  • Why no one is talking about inflation and how it may affect a client’s long-term goals
  • And more

Connect with Mark Pearson: 

Connect with Mark Pearson: 


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Episode 68. Innovation Overrides Fear In the Financial Services Business



Clarity in the financial service business is innovative. Why? Because people don’t think about clarity or the power of clarity.

In this episode, Mark Pearson looks at innovation in the financial services business. Mark explains how the financial services business can have clarity, and why clarity will prove to be innovative. He also voices his displeasure for modern portfolio theory and how it has affected the financial services business.

Mark discusses: 

  • Why clarity in the financial services business is innovative
  • The power of clarity
  • How modern portfolio theory has affected the financial services business
  • How Mark evaluates a businesses innovation level
  • And more

Resources:

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