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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
Wednesday Apr 27, 2022
Passive Investing With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.79)
Wednesday Apr 27, 2022
Wednesday Apr 27, 2022
When looking at indexes, it is very hard to determine how returns are calculated. At Nepsis®, We have a very specific asset allocation strategy with a very specific buy and sell discipline.
In this episode, Mark Pearson and Chuck Etzweiler discuss common misconceptions about the investment market and how you can value stocks based on a number of different factors. They discuss the problems with passive investing and how you can take control in your own hands by educating yourself on the intricacies of the stock market.
Mark and Chuck discuss:
- How active management can work
- Strategic cost averaging®
- Our investing strategy at Nepsis®
- The power of asset allocation versus diversification
- And more
Connect With Chuck Etzweiler:
Connect with Mark Pearson:
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