Tag: Strategic Cost Averaging

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.

Navigating Media Influence on Investments: Facts vs. Fear (Ep. 97)

Navigating Media Influence on Investments: Facts vs. Fear (Ep. 97)

When it comes to media hype and its influences on investments – can you separate facts from fear?

In this episode, Mark Pearson and Chuck Etsweiler dive into media hype, its potential impact on investment choices, and the dangers of getting swept up by it. Drawing parallels between media tendencies and the saying “disasters come in threes,” Mark and Chuck critically examine how fear-based reporting can skew perceptions and decision-making.

Throughout this episode, Mark and Chuck discuss:

  • The widely discussed concern of National Debt and its perceived impact on individual investments
  • The “Recession Obsession” and the misconceptions surrounding its real implications
  • Bank failures: separating media speculations from the broader market and business potential
  • Key observations that despite ongoing media frenzy, several indexes remain near their peaks
  • The critical distinction between investing in the market vs. in businesses
  • 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.