24K
Downloads
106
Episodes
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 Jun 14, 2023
The Lost Art of Investing Part 1 with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 94)
Wednesday Jun 14, 2023
Wednesday Jun 14, 2023
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
- How the art of investing filters out the noise to bring greater clarity to your investments. How different processes are classified as art versus science
- How the artistic approach to investment planning increases opportunities compared to an AI’s cookie-cutter approach
- And more
Connect With Chuck Etzweiler:
Connect with Mark Pearson:
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.
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.