It’s All About Clarity® Podcast

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 towards 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

Connect With Chuck Etzweiler:

• Email Chuck 

Connect with Mark Pearson: 

• Nepsis® 

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® 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.

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 

Resources: 

• Nepsis White Paper: Why Addiction To Prediction Is Detrimental To Your Investing Health

Connect With Chuck Etzweiler:

• Email Chuck 

Connect with Mark Pearson: 

• Nepsis® 

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.

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 them. 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

Resources: 

• Wall Street Journal Article On U.S. Debt Default Impossibility

Connect With Chuck Etzweiler:

• Email Chuck 

Connect with Mark Pearson: 

• Nepsis® 

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.

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

Connect With Chuck Etzweiler:

• Email Chuck 

Connect with Mark Pearson: 

• Nepsis® 

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

Resources: 

Connect With Chuck Etzweiler:

• Email Chuck 

Connect with Mark Pearson: 

• Nepsis® 

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 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 

Connect With Chuck Etzweiler:

• Email Chuck 

Connect with Mark Pearson: 

• Nepsis® 

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.

Our industry tells us recessions and bear markets are ruthless for investors and should be gravely feared. While fear is never the optimal feeling, this just pushes people to avoid taking advantage of this dip in the market that could ultimately lead to a number of benefits. 

In this episode, Mark Pearson is joined by Chuck Etzweiler in this two-part mini-series to discuss how you can take advantage of volatility and use it as a tool to help your investments. Together they discuss the importance of investor comprehension on the value of their investments and understanding how to Invest With Clarity®. 

Mark and Chuck discuss: 

• Getting acquainted with processes in a downmarket for future understanding

Resources: 

Connect With Chuck Etzweiler:

• Email Chuck 

Connect with Mark Pearson: 

• Nepsis® 

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.

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

Connect With Chuck Etzweiler:

• Email Chuck 

Connect with Mark Pearson: 

• Nepsis® 

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.

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

Connect With Chuck Etzweiler:

• Email Chuck 

Connect With Mark Pearson: 

• Nepsis® 

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.

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

Resources:

• BEA Interactive Data Application

Connect With Chuck Etzweiler:

• Email Chuck 

Connect With Mark Pearson: 

• Nepsis® 

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.