Tag Archives: Transparency

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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

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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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

Connect with Mark Pearson: 

 

 


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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

Connect with Mark Pearson: