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Welcome to ’It’s All About Clarity®’ the go to podcast for bringing clarity to your financial journey. Join Mark Pearson and the Nepsis team as they share insights to portfolio management, tax strategy and more. Whether you’re interested in investing, retiring, giving, saving, advising or tax planning here ”It’s All About Clarity®’!
Episodes
Friday Oct 05, 2018
Friday Oct 05, 2018
Mark Pearson and his team aren’t fans of mutual funds, and you’re about to find out why.
In this episode, Mark doesn’t spare mutual funds’ feelings as he dives into the traits that make them undesirable, otherwise known as the dreadful five Cs.
Here’s what you will learn about in this episode:
- How the characteristics of mutual funds clash with Nepsis’ approach to investing.
- Examples of multiple conflicts that could run within a mutual fund portfolio
- How mutual funds make money and how those costs are passed on to the consumer
- What the five Cs are and how they impact portfolios
- Why being over-diversified is a problem
Tune in to learn why you should avoid mutual funds if you want to invest with clarity.
Resources: NEPSIS, Inc. | Investing for Success: Understanding the Four Key Principles
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