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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 Jun 28, 2023
The Lost Art of Investing Part 2 with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.95)
Wednesday Jun 28, 2023
Wednesday Jun 28, 2023
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
- Reaching clients’ long term goals through a process of questioning, understanding and planning
- How to filter out artificial intelligence in the workplace when it is in the forefront of clients minds
- And more
Resources:
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 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.
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.
Wednesday Mar 29, 2023
Wednesday Mar 29, 2023
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
- A deeper look into tax loss harvesting
- The importance of investors understanding the value of businesses
- How long-term investments are beneficial during this time
- The Nepsis® investing strategy and how it can work for you
- And more
Resources:
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.
Wednesday Mar 08, 2023
Wednesday Mar 08, 2023
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
- The benefits of the Nepsis® investment strategy
- How volatility can actually bring opportunity to your portfolio
- 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 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.
Wednesday Feb 01, 2023
Wednesday Feb 01, 2023
At the end of the day, clarity is the single most important aspect of investing.
In this episode, Mark Pearson talks with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT, to identify three common investing biases and how each of them influence investing decisions.
Mark and Chuck discuss:
- Why most investors are over diversified
- Why investors are being trained to make bad investment decisions
- Why investors seek out information that confirms their existing opinions and ignore facts
- 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 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.
Wednesday Dec 07, 2022
Wednesday Dec 07, 2022
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
- The definition of a narrow framing bias
- How seeking clarity can allow you to be free from anchor bias
- 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 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.
Wednesday Nov 23, 2022
Wednesday Nov 23, 2022
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
- How previous historical downturns in the economy are a good blueprint to understand bull markets
- The projection of future developments in blockchain technology
- And more
Resources:
- BEA Interactive Data Application
- Are Visa, PayPal, And Western Union About To Launch Their Own Digital Asset Wallet? Trademark Applications Break The News! Mikele Bicolli
- Digital Wallets
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 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.
Wednesday Nov 09, 2022
Inflation Nation, Part Two with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.88)
Wednesday Nov 09, 2022
Wednesday Nov 09, 2022
Clarity sometimes isn't comfortable. Clarity sometimes isn't the shiniest, most beautiful object. It's the reality of the situation.
In this episode, Mark Pearson talks with Chuck Etzweiler, to walk you through what it means to understand inflation so that you can Invest With Clarity®.
Chuck discusses:
- What causes inflation
- Why there is little desire to invest in technology and how it lowers prices
- Why we’re entering a new type of secular bull market in multiple areas
- How you hedge your position on higher inflationary costs
- The low expectations on returns
- 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 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.
Wednesday Oct 26, 2022
Wednesday Oct 26, 2022
The decisions that are allowing us to be successful at any given time, for the most part, are the decisions that are made one to three years previous. So when you don’t have clarity in what you own and why you own it, this freezes you from making decisions.
In this episode, Mark Pearson talks with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT, about some of the processes and unearthing growth at a reasonable price and how they see the world unfolding from this point forward.
Chuck discusses:
- What they call a rolling average
- Why value is relative to understanding the metrics of why you make decisions on the companies you own
- Why you want to own businesses that have pricing power
- How wealth is created over time not overnight
- 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 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.
Wednesday Sep 28, 2022
Wednesday Sep 28, 2022
Most financial advisors follow a short, cookie cutter process that does not take into account current market conditions or the individualization of your portfolio and can lead to over diversification due to many variables.
In this episode, Mark Pearson and Chuck Etzweiler discuss the style box and how it was created as a tool of asset allocation. They take you through the allocation of each box and how they are used.
Chuck discusses:
- Our opinion based on past market conditions
- Asset allocation information to consider based on the current state of the market
- Common trends that impact people’s willingness to spend money
- The nine box theory and how it applies to asset allocation
- 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 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.