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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®’!
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Friday Apr 26, 2019
Friday Apr 26, 2019
In a world where nearly everything is done online, it was only a matter of time before financial advising went digital. Robo-advisors are gaining popularity, but how does this affect your portfolio and, more importantly, your ability to invest with clarity?
In this episode, Mark Pearson asks (and answers) this question: “Can not knowing what you own in your portfolio affect its performance?” In true invest-with-clarity fashion, the answer is yes, and Mark explains why.
In this episode, you will learn:
- What robo-advisors are and how they function
- How robo-advisors function more as fiduciaries than commissionable advisors
- Why many investors are moving to algorithmic investing
- What closet-indexing is and how it's affecting your portfolio
- And more!
Tune in with Mark Pearson to learn more about robo-advisors and how they are impacting the performance of your portfolio.
Resources: Invest with Clarity
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