Invest With Clarity

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 … Read More Read More

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 … Read More Read More

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 … Read More Read More

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 … Read More Read More

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 … Read More Read More

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 in the forefront of clients minds

And more

 

Resources: 

Connect With Chuck Etzweiler:

Email Chuck 

Connect with Mark Pearson: 

Nepsis® 

Email Mark

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.

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 … Read More Read More

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 … Read More Read More

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 … Read More Read More

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:

Email Chuck 

Connect with Mark Pearson: 

Nepsis® 

Email Mark

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.