Tag: Investment

Avoiding The Pitfalls of Benchmarking (Ep. 99)

Avoiding The Pitfalls of Benchmarking (Ep. 99)

Stepping out of the shadow of comparison is not easy, be it life or investing. It is crucial to remember that every portfolio is unique, just like the individual. 

In this episode, Mark Pearson and Chuck Etsweiler discuss the concept of benchmarking and comparison in investing. While benchmarking can hinder clarity and progress toward financial goals, they emphasize the importance of self-awareness and understanding one’s own portfolio. They also discuss the advantages of separately managed accounts (SMAs) and the need for collaboration with professionals in different areas to provide a comprehensive financial strategy.

Mark and Chuck discuss: 

  • The concept of benchmarking and comparison in investing in relation to your portfolio
  • The importance of seeking clarity and understanding one’s own portfolio, whether you have a financial planner or not
  • Why comparison killed the cat
  • Importance of self-awareness and surrounding oneself with the right people in this industry
  • Constructing uniquely designed portfolios and partnering with other disciplines
  • 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 ongoing research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis® in a deeper manner. 

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

Predictions, Pitfalls, and Profits: Your Guide to Smarter Investing (Ep. 98)

Predictions, Pitfalls, and Profits: Your Guide to Smarter Investing (Ep. 98)

Do you truly understand your investments?

In this revealing episode, Mark Pearson and Chuck Etsweiler dive into the often misunderstood world of investing, examining why even seasoned investors and financial advisors stumble. They question common beliefs about market predictions, the role of financial advisors, and why so many investors are left in the dark about their own portfolios.

Throughout this episode, Mark and Chuck discuss:

  • Why you should know what you own and why you own it 
  • How to avoid falling into “market prediction” traps 
  • Why it’s important to stay invested especially during downturns
  • How a strong asset allocation strategy can be your financial safety net
  • 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 shortcomings and repetitive behavioral biases that detract clients from earning optimal returns.

Unravelling the Indexing Conundrum: A New Perspective with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 96)

Unravelling the Indexing Conundrum: A New Perspective with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 96)

Do you need clarification about the indexing conundrum? 

The concept of indexing raises intriguing questions and challenges in today’s dynamic market.

Join Mark Pearson and Chuck Etzweiler in this episode as they dive into the indexing issue and its impact on portfolio performance. They uncover the valuable lesson of clarity in understanding why your portfolio is going up or down and discuss the difference between market cap-weighted and equally weighted indexes, highlighting the potential risks of benchmarking portfolios to indexes over shorter periods.

Mark and Chuck discuss: 

  • the power of transparency and flexibility in investing
  • why buying businesses at a historical discount can lead to long-term success
  • Why clarity overrides the conundrum
  • valuable insights for your investment journey
  • And more

Connect With Chuck Etzweiler:

Connect with Mark Pearson: 

The Lost Art of Investing Part 2 with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 95)

The Lost Art of Investing Part 2 with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 95)

As Chuck Etzweiler states in this episode, human beings were created to thrive on relationships and rely on interaction with other humans, not AI. Artificial Intelligence allows for a less emotional experience and can taint several processes they create.

In this episode, Mark Pearson speaks with Chuck Etzweiler to discuss the art versus the science of investing and the potential for AI to replace financial advisors and portfolio managers. They then analyze the ETF AIQ, which uses artificial intelligence to select securities and question its performance metrics and claims of superiority.

Mark and Chuck discuss: 

  • The importance of human interaction and communication in investing
  • Reaching clients’ long-term goals through a process of questioning, understanding and planning
  • How to filter out artificial intelligence in the workplace when it is at the forefront of clients’ minds
  • 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.

The Lost Art of Investing Part 1 with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 94)

The Lost Art of Investing Part 1 with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 94)

Investment planning is largely considered a science, with a focus on numbers and returns. In reality, it is an artistic mindset that allows investors to understand what the best options are instead of what will grant the highest returns.

In this episode, Mark Pearson speaks with Chuck Etzweiler on the difference between the scientific and artistic sides of investment planning. Together they discuss the benefits of a flexible approach to investing and how understanding different perspectives increases the chances of success within investments.

Mark and Chuck explore: 

  • The nuances of investing 
  • How the art of investing filters out the noise to bring greater clarity in your investments. How different processes are classified as art versus science
  • How the artistic approach to investment planning increases opportunities compared to an AI’s cookie-cutter approach
  • 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.

Common Myths Within The Financial Industry part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 93)

Common Myths Within The Financial Industry part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 93)

In the financial industry, there are several narratives that get passed around that might scare some people into making certain decisions that might not benefit them. 

In this episode, Mark Pearson is joined by Chuck Etzweiler in this two-part mini-series to discuss what ultimate clarity is and how you can get that through understanding the markets and investing with Nepsis®. 

Mark and Chuck discuss: 

  • How you can use the stock market as a tool in your portfolio-building process
  • The benefits of the Nepsis® investment strategy 
  • How volatility can actually bring opportunity to your portfolio
  • 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 ongoing 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 shortcomings and repetitive behavioral biases that detract clients from earning optimal returns.

Ultimate Clarity Vs. What The Industry Promotes – Part 1 – With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.92)

Ultimate Clarity Vs. What The Industry Promotes – Part 1 – With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.92)

In the financial industry, there are several narratives that get passed around that might scare some people into making certain decisions that might not benefit them. 

In this episode, Mark Pearson is joined by Chuck Etzweiler in this two-part mini-series to discuss what ultimate clarity is and how you can get that through understanding the markets and investing with Nepsis®. 

Mark and Chuck discuss: 

  • How you can use the stock market as a tool in your portfolio-building process
  • The benefits of the Nepsis® investment strategy 
  • How volatility can actually bring opportunity to your portfolio
  • 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 ongoing 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 shortcomings and repetitive behavioral biases that detract clients from earning optimal returns.

Identifying Common Investing Biases, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.91)

Identifying Common Investing Biases, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.91)

At the end of the day, clarity is the single most important aspect of investing.

In this episode, Mark Pearson talks with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT, to identify three common investing biases and how each of them influence investing decisions.

Mark and Chuck discuss: 

  • Why most investors are over diversified
  • Why investors are being trained to make bad investment decisions
  • Why investors seek out information that confirms their existing opinions and ignore facts
  • 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.

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)

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.

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)

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.