Tag: Invest With Clarity

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Episode 38 – How to Cut Through Mutual Fund Insanity

Episode 38 – How to Cut Through Mutual Fund Insanity

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Albert Einstein once said, “Insanity is doing the same thing over and over again and expecting a different result.” 

In this episode of Invest With Clarity Podcast, Mark Pearson explains how to choose the right mutual funds for your goals — all while keeping your sanity.

In this episode, you will learn:

  • The top factors that contribute to the decision to invest in a mutual fund
  • Which misguided action is causing investors to constantly underperform
  • Why Mark says that you should never feel “good” when you put your money to work
  • Why there’s a race to the bottom on fees and expenses
  • The reason you still need to invest with clarity with your mutual funds
  • And more!

Tune in to hear Mark’s insights about how to select the right mutual funds while keeping your sanity intact.

Resources:  Nepsis | Episode 14: The Falling Star | Comparison Is the Thief of All Joy

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Episode 36 – 4 Simple Steps to Investing Like a PRO: Part 3

Episode 36 – 4 Simple Steps to Investing Like a PRO: Part 3

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Want to invest like a PRO? In this final episode of the three-part mini-series, Mark Pearson explains how to invest like a PRO — or more specifically, the do’s and don’ts of wise investing. 

Mark breaks down the O of the PRO acronym and shares his insight about investing with clarity. 

In this episode, you will learn: 

  • About the four O’s: owners, opportunistic, onerous, and own terms
  • Why you should view investing through the four O’s, not the four R’s
  • Why you can’t be opportunistic if you don’t know what you own and why you own it
  • And more!

Tune in now and learn the O’s of investing like a PRO!

Resources:  Nepsis | Episode 34 – 4 Simple Steps to Investing Like a PRO: Part 1 | Episode 35 – 4 Simple Steps to Start Investing Like a PRO: Part 2

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Episode 32 – Can Not Knowing What You Own in Your Portfolio Affect Its Performance?

Episode 32 – Can Not Knowing What You Own in Your Portfolio Affect Its Performance?

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In a world where nearly everything is done online, it was only a matter of time before financial advising went digital. Robo-advisors are gaining popularity, but how does this affect your portfolio and, more importantly, your ability to invest with clarity?

In this episode, Mark Pearson asks (and answers) this question: “Can not knowing what you own in your portfolio affect its performance?” In true invest-with-clarity fashion, the answer is yes, and Mark explains why.

In this episode, you will learn:

  • What robo-advisors are and how they function
  • How robo-advisors function more as fiduciaries than commissionable advisors
  • Why many investors are moving to algorithmic investing
  • What closet-indexing is and how it’s affecting your portfolio
  • And more!

Tune in with Mark Pearson to learn more about robo-advisors and how they are impacting the performance of your portfolio.

Resources:  Invest with Clarity

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Episode 31 – Start Investing Like a Business Owner

Episode 31 – Start Investing Like a Business Owner

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As an investor, you’re not investing in the market — you’re investing in businesses. So isn’t it time to start investing like a business owner?

In this episode of Invest With Clarity Podcast, Mark Pearson explains how to do just that while placing an uncompromising focus on what it means to invest with clarity.

In this episode, you will learn:

  • Three easy ways to start thinking like a business owner when it comes to investing
  • How having conviction and confidence in your investments will lend to your success
  • The importance of persistence and perseverance in clarity, instead of allowing emotions to make decisions for you
  • Why it’s essential to have a clear vision of your goals when working with investments
  • And more!

Tune in today to learn how to invest like a business owner — with clarity!

Resources:  Nepsis | The Power of Clarity

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Episode 30 – Active vs. Passive Investing

Episode 30 – Active vs. Passive Investing

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Did you know that long-term investors are actually taking an active — not passive — approach to investing?

In this episode of Invest With Clarity Podcast, Mark Pearson discusses active versus passive practices to help you decide which investment strategy is right for you.

In this episode, you will learn:

  • The differences between active trading and passive investing, and when each approach is most effective
  • Why it’s important not to panic when certain stocks drop, even by large numbers
  • How volatility creates opportunity
  • The importance of investing with clarity
  • And more!

Get clarity around active trading versus passive investing in this episode of Invest With Clarity Podcast!

 

Resources:  Nepsis

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Episode 29 – SMAs vs. Mutual Funds vs. ETFs

Episode 29 – SMAs vs. Mutual Funds vs. ETFs

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There are so many investment opportunities available that it can be hard to know which ones to take.

In this episode, Mark Pearson compares separately managed accounts (SMAs), mutual funds, and exchange-traded funds (ETFs) to help you make decisions based on clarity.

In this episode, you will learn:

  • The respective differences, benefits, and downfalls of SMAs, mutual funds, and ETFs
  • Why Nepsis works primarily with SMAs
  • The four basics of SMAs and how they work
  • How SMAs are impacted by fluctuations in the market
  • And more!

Tune in and discover the ins and outs of SMAs, mutual funds, and ETFs!

Resources:  Nepsis

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Episode 28 – Learn the Nepsis Way

Episode 28 – Learn the Nepsis Way

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In today’s episode, Mark Pearson talks about a dramatic shift in the structure of his company, Nepsis. Mark explains that their core concept of ultimate clarity is so strong that the company has decided to hire and train advisors in the “Nepsis way.”

In this episode, you will learn:

  • About the tools, resources, and processes that Mark and his team have developed to differentiate Nepsis in the marketplace
  • How you can get involved in Nepsis as a financial service professional
  • What sets Nepsis apart from similar companies
  • How advisors AND investors benefit from the “Nepsis way”
  • And more!

Tune in now to learn exciting news about Nepsis and discover where you might fit in!

Resources:  Nepsis | Invest with Clarity Stress Test

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Episode 27 – Understanding Your Portfolio and Why You Own What You Own

Episode 27 – Understanding Your Portfolio and Why You Own What You Own

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Earlier this month, Mark Pearson received an email from someone who was questioning Nepsis’ top 10 stock market predictions for 2019. While some people may have been offended by this opinionated email, Mark sees it as an opportunity to prove to his listeners that Nepsis’ predictions reinforce the successful past that they’ve experienced and the importance of investing with clarity.

In this episode, you will learn:

  • Why Mark recommends that investors stick to the basics when it comes to stock market purchases
  • The importance of knowing what you own in your portfolio and, more importantly, why you own it
  • Why you shouldn’t check on your investments daily, weekly, or even monthly if you want to get an accurate understanding of what they are worth
  • Why volatility isn’t necessarily a bad thing
  • And more!

Tune in now to learn about Nepsis’ 2019 stock market predictions and gain clarity!

Resources:  Nepsis | Top 10 Stock Market Predictions for 2019

 

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Episode 19 – A Penny for Your Thoughts

Episode 19 – A Penny for Your Thoughts

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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 companies that you want to own more of when appropriate.

Mark and co-host Matt Halloran also take a back-end look at Nepsis, diving into how the company gathers information from clients to help them invest strategically and reach their investment goals.

Listen now to learn how you could invest with more clarity by using Nepsis’ penny theory.

Resources:

NEPSIS, Inc. | Blog: A Penny for Your Thoughts

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Episode 18 – How Does the Race to the Bottom Impact Your Investment Outlook?

Episode 18 – How Does the Race to the Bottom Impact Your Investment Outlook?

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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 could negatively affect their investment outcomes.

Tune in to also find out what question you should be asking your adviser and how you can prioritize your goals to find true clarity.

InvestWithClarity.com

Barron’s – Fidelity Drops Fund Fees to Zero in Latest Price-War Gambit