Shows
It’s All About Clarity® PodcastAvoiding The Pitfalls of Benchmarking (Ep. 99)Stepping out of the shadow of comparison is not easy, be it life or investing. It is crucial to remember that every portfolio is unique, just like the individual.
In this episode, Mark Pearson and Chuck Etsweiler discuss the concept of benchmarking and comparison in investing. While benchmarking can hinder clarity and progress towards financial goals, they emphasize the importance of self-awareness and understanding one's own portfolio. They also discuss the advantages of separately managed accounts (SMAs) and the need for collaboration with professionals in different areas to provide a comprehensive financial strategy.
Mark and C...2023-11-0127 min
Invest With ClarityAvoiding The Pitfalls of Benchmarking (Ep. 99)Stepping out of the shadow of comparison is not easy, be it life or investing. It is crucial to remember that every portfolio is unique, just like the individual.
In this episode, Mark Pearson and Chuck Etsweiler discuss the concept of benchmarking and comparison in investing. While benchmarking can hinder clarity and progress toward financial goals, they emphasize the importance of self-awareness and understanding one’s own portfolio. They also discuss the advantages of separately managed accounts (SMAs) and the need for collaboration with professionals in different areas to provide a comprehensive financial strategy.
Mark and...2023-11-0127 minInvest With ClarityPredictions, Pitfalls, and Profits: Your Guide to Smarter Investing (Ep. 98)Do you truly understand your investments?
In this revealing episode, Mark Pearson and Chuck Etsweiler dive into the often misunderstood world of investing, examining why even seasoned investors and financial advisors stumble. They question common beliefs about market predictions, the role of financial advisors, and why so many investors are left in the dark about their own portfolios.
Throughout this episode, Mark and Chuck discuss:
Why you should know what you own and why you own it
How to avoid falling into “market prediction” traps
Why it’s important to stay invested especially during downturn...2023-09-2025 minIt’s All About Clarity® PodcastPredictions, Pitfalls, and Profits: Your Guide to Smarter Investing (Ep. 98)Do you truly understand your investments?
In this revealing episode, Mark Pearson and Chuck Etsweiler dive into the often misunderstood world of investing, examining why even seasoned investors and financial advisors stumble. They question common beliefs about market predictions, the role of financial advisors, and why so many investors are left in the dark about their own portfolios.
Throughout this episode, Mark and Chuck discuss:
Why you should know what you own and why you own it
How to avoid falling into “market prediction” traps
Why it’s important to stay invested especially during downturn...2023-09-2025 minInvest With ClarityNavigating Media Influence on Investments: Facts vs. Fear (Ep. 97)When it comes to media hype and its influences on investments – can you separate facts from fear?
In this episode, Mark Pearson and Chuck Etsweiler dive into media hype, its potential impact on investment choices, and the dangers of getting swept up by it. Drawing parallels between media tendencies and the saying “disasters come in threes,” Mark and Chuck critically examine how fear-based reporting can skew perceptions and decision-making.
Throughout this episode, Mark and Chuck discuss:
The widely discussed concern of National Debt and its perceived impact on individual investments
The “Recession Obsession” and the miscon...2023-09-0624 minIt’s All About Clarity® PodcastNavigating Media Influence on Investments: Facts vs. Fear (Ep. 97)When it comes to media hype and its influences on investments – can you separate facts from fear?
In this episode, Mark Pearson and Chuck Etsweiler dive into media hype, its potential impact on investment choices, and the dangers of getting swept up by them. Drawing parallels between media tendencies and the saying "disasters come in threes," Mark and Chuck critically examine how fear-based reporting can skew perceptions and decision-making.
Throughout this episode, Mark and Chuck discuss:
The widely discussed concern of National Debt and its perceived impact on individual investments
The "Recession Obsession" and th...2023-09-0624 min
More Songs & Stories From HomeClass of '65 Concert - Part 2In MORE SONGS AND STORIES FROM HOME Mark Pearson shares a belief that we are all in this together, more alike than different, capable of finding common ground in the stories we share and the songs we sing together. In this first series of Podcasts, CLASS OF 65, Pearson returns to the high school auditorium where 60 years earlier he performed for the first time. Six decades later a musical reunion filled with songs and stories for and about his classmates, celebrating where it began and the roads traveled from there to now.In this Episode three o...2023-08-0517 minMore Songs & Stories From HomeClass of '65 Concert - Part 2In MORE SONGS AND STORIES FROM HOME Mark Pearson shares a belief that we are all in this together, more alike than different, capable of finding common ground in the stories we share and the songs we sing together. In this first series of Podcasts, CLASS OF 65, Pearson returns to the high school auditorium where 60 years earlier he performed for the first time. Six decades later a musical reunion filled with songs and stories for and about his classmates, celebrating where it began and the roads traveled from there to now.In this Episode three o...2023-08-0517 min
More Songs & Stories From HomeClass of '65 Concert - Part 1In MORE SONGS AND STORIES FROM HOME Mark Pearson shares a belief that we are all in this together, more alike than different, capable of finding common ground in the stories we share and the songs we sing together. In this first series of Podcasts, CLASS OF 65, Pearson returns to the high school auditorium where 60 years earlier he performed for the first time. Six decades later a musical reunion filled with songs and stories for and about his classmates, celebrating where it began and the roads traveled from there to now.In this Episode the s...2023-08-0514 minMore Songs & Stories From HomeClass of '65 Concert - Part 1In MORE SONGS AND STORIES FROM HOME Mark Pearson shares a belief that we are all in this together, more alike than different, capable of finding common ground in the stories we share and the songs we sing together. In this first series of Podcasts, CLASS OF 65, Pearson returns to the high school auditorium where 60 years earlier he performed for the first time. Six decades later a musical reunion filled with songs and stories for and about his classmates, celebrating where it began and the roads traveled from there to now.In this Episode the s...2023-08-0514 minIt’s All About Clarity® PodcastUnravelling the Indexing Conundrum: A New Perspective with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 96)Do you need clarification about the indexing conundrum?
The concept of indexing raises intriguing questions and challenges in today's dynamic market.
Join Mark Pearson and Chuck Etzweiler in this episode as they dive into the indexing issue and its impact on portfolio performance. They uncover the valuable lesson of clarity in understanding why your portfolio is going up or down and discuss the difference between market cap-weighted and equally weighted indexes, highlighting the potential risks of benchmarking portfolios to indexes over shorter periods.
Mark and Chuck discuss:
the power of transparency and f...2023-07-1228 minInvest With ClarityUnravelling the Indexing Conundrum: A New Perspective with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 96)Do you need clarification about the indexing conundrum?
The concept of indexing raises intriguing questions and challenges in today’s dynamic market.
Join Mark Pearson and Chuck Etzweiler in this episode as they dive into the indexing issue and its impact on portfolio performance. They uncover the valuable lesson of clarity in understanding why your portfolio is going up or down and discuss the difference between market cap-weighted and equally weighted indexes, highlighting the potential risks of benchmarking portfolios to indexes over shorter periods.
Mark and Chuck discuss:
the power of transparency and...2023-07-1228 minInvest With ClarityThe Lost Art of Investing Part 2 with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 95)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: 2023-06-2829 minIt’s All About Clarity® PodcastThe Lost Art of Investing Part 2 with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.95)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: 2023-06-2829 minInvest With ClarityThe Lost Art of Investing Part 1 with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 94)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...2023-06-1429 minIt’s All About Clarity® PodcastThe Lost Art of Investing Part 1 with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 94)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...2023-06-1429 minInvest With ClarityCommon Myths Within The Financial Industry part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 93)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 mo...2023-03-2931 minIt’s All About Clarity® PodcastCommon Myths Within The Financial Industry part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 93)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 t...2023-03-2931 minInvest With ClarityUltimate Clarity Vs. What The Industry Promotes – Part 1 – With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.92)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 mo...2023-03-0826 minIt’s All About Clarity® PodcastUltimate Clarity Vs. What The Industry Promotes, part 1 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.92)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 mo...2023-03-0826 minIt’s All About Clarity® PodcastIdentifying Common Investing Biases, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.91)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:
Email Chuck
...2023-02-0135 minInvest With ClarityIdentifying Common Investing Biases, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.91)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:
Email Chuck
Connect With Mark Pearson:
N...2023-02-0135 minInvest With ClarityIdentifying Common Investing Biases, Part 1 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.90)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:
Email Chuck
Co...2022-12-0725 minIt’s All About Clarity® PodcastIdentifying Common Investing Biases, Part 1 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.90)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:
Email Chuck
Connect With Ma...2022-12-0725 minIt’s All About Clarity® PodcastDon’t WAIT Start Investing With Clarity® with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.89)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...2022-11-2331 minIt’s All About Clarity® PodcastInflation Nation, Part Two with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.88)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
Conne...2022-11-0931 minIt’s All About Clarity® PodcastThe New Boss Is The Same As The Old Boss Value with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.87)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 va...2022-10-2625 minIt’s All About Clarity® PodcastPlaying Tic Tac Toe With The Equity Style Box Featuring Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.86)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 tr...2022-09-2824 minIt’s All About Clarity® PodcastThe Recession Obsession With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.85)At Nepsis®, we value process over progress®. We use past market changes and statistics to determine the best course of action for our clients.
In this episode, Mark Pearson returns with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT to discuss how a recession affects the markets, including common misconceptions about how a recession affects the economy. With the knowledge that they have obtained over the years, there are a number of positives that come from a recession, benefitting your portfolio in the long run.
Chuck discusses:
An opportunity to purchase shares in a business
How the me...2022-08-1730 minIt’s All About Clarity® PodcastThe Great Valuation Reset With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 84)As we outlined in the first part of this discussion, bonds, contrary to popular belief, are not a viable investment, for the most part.
Locking on to a bond due to its previous growth can be a recipe for disaster, as your purchasing power will decrease tremendously.
In this episode, Mark Pearson and Chuck Etzweiler MBA, CIMA®, CFP®, CMT, continue their discussion about bonds to give you the clarity you need, and critique why bonds may not be a good option considering the current economy.
Mark and Chuck d...2022-07-2033 minIt’s All About Clarity® PodcastBye Bye Bonds With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 83)Everyone has their opinion about the pros and cons of bonds.
What do you think about them? Are they too risky or are they a good opportunity?
In this episode, Mark Pearson and Chuck Etzweiler MBA, CIMA®, CFP®, CMT, discuss their professional opinion about bonds and critique why they may not be a good option considering the current economy.
Mark and Chuck discuss:
Their professional opinion and advice about bonds
How the rising inflation and interest rates can influence your investment decisions
Their critique of bonds considering the current bear market
Your por...2022-07-0635 minIt’s All About Clarity® PodcastProcess Before Progress®, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.82)When creating a portfolio, it is important to make sure you are approaching it with absolute clarity, to make good decisions for your future. This means forgetting everything you know about the marketing mindset and removing yourself from the industry mindset that is commonly pushed by investors.
In this episode, Mark Pearson and Chuck Etzweiler discuss the importance of following a strict process and trusting the timeline that it will follow rather than searching for returns on investments.
Mark and Chuck discuss:
The long route that Nepsis® contains in their invest...2022-06-0831 minIt’s All About Clarity® PodcastLifting Weights While You Wait With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.81)Just like professional athletes, sitting on a bench waiting around for your turn is a waste of time. Investors are just like off-season athletes, you have to train while you wait in order to get the best results once you hit the court.
In this episode, Mark Pearson and Chuck Etzweiler discuss those in between stages and how to practice executing strategies while waiting for market changes. They share common misconceptions about market volatility and how to identify growth in your portfolio over time.
Mark and Chuck discuss:
The barbell strat...2022-05-2526 minIt’s All About Clarity® PodcastPassive Investing, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.80)Most people don’t know what’s happening with their money when they are investing. You may be told by your financial advisor you’re investing in the stock market but you’re actually investing in businesses.
In this episode, Mark Pearson and Chuck Etzweiler discuss the personalized strategy that is used at Nepsis® that puts the client and their needs first, and creates a portfolio based on these goals.
Mark and Chuck discuss:
Active versus passive investing
What a volatile market can mean for business owners
Why understanding asset allocation is...2022-05-1130 minIt’s All About Clarity® PodcastPassive Investing With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.79)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 ca...2022-04-2726 min
Lumiant LiveRespecting both voices & the balance across 8 dimensions of wellbeing - Mark Pearson, Innovative Wealth SolutionsMark is joined by Mark Pearson from Innovative Wealth Solutions in Melbourne. In this episode Mark Pearson shares his reflections from two clients who he’s taken through a values-based advice experience. In this episode you’ll hear: How clients can have different values but upon investigation, hold the same meaningHow the values experience can impact the perceptions of the clients on each otherHow he pre-positions the tension that may arise in order to normalise itHow using a values based experience can turn around the trust of a client who’s had bad experiences with advice in the past an...2022-04-2531 minInvest With ClarityUnderperforming the Underperformance With Mark Pearson (Ep.78)At Nepsis®, we have coined the term clarity creates stability. We believe that the ultimate form of clarity is the root of what we do here at Nepsis®. In this episode, Mark Pearson discusses his perception of the state of the marketplace, the ways politics have affected the dollar value and how understanding these ideas … Read More Read More2022-04-1327 minIt’s All About Clarity® PodcastUnderperforming the Underperformance With Mark Pearson (Ep.78)At Nepsis®, we have coined the term clarity creates stability. We believe that the ultimate form of clarity is the root of what we do here at Nepsis®.
In this episode, Mark Pearson discusses his perception of the state of the marketplace, the ways politics have affected the dollar value and how understanding these ideas can lead to ultimate clarity. Having clarity on these subjects can help you become extremely confident in your portfolio and the investments you believe in, keeping you secure in your long term goals.
Mark discusses:
The importance of flexibility in y...2022-04-1327 minIt’s All About Clarity® PodcastThe Four Worst Words in Investing With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.77)At Nepsis®, we value process over progress. Our strategy is fixed and we trust that it will lead to the success of our clients and their ultimate goals within their portfolio.
In this episode, Mark Pearson returns with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT to discuss the four worst words they avoid using when discussing the investment market. They chat about important attributes that have driven the markets over the past years and how they have created their investment strategy to override these issues that might arise.
Chuck discusses:
What is involved with investing in a b...2022-03-3027 minIt’s All About Clarity® PodcastA Deep Dive into “Fin-ergy” With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.76)At Nepsis®, our main overarching motto is process before progress. Through integrating this idea into all of our investments, we are able to use our strategy even when the markets are unstable.
In this episode, Mark Pearson returns with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT to discuss the in-depth idea of the Nepsis® investing strategy, including how they have managed to be successful even when taking risks. Mark explains the importance of knowing what you own and how that can be increasingly useful when engaging with the investment market during any season.
Chuck discusses:
The im...2022-03-1631 minIt’s All About Clarity® PodcastEpisode 75. Four Keys To Successful Investing, TransparencyFour keys to start building a foundation towards long term success for investing are - philosophy, strategy, flexibility, and transparency.
In this episode, Mark Pearson finishes off his four part miniseries, focusing on the last key to successful investing, transparency. Mark discusses the foundation of the Nepsis investment strategy and why time is the most valuable asset when creating an investment plan.
Mark discusses:
Why you should know the largest holding in your portfolio
The level of trust you should put into your financial advisors
How transparency can give you peace of mind when inve...2022-03-0219 minInvest With ClarityEpisode 75. Four Keys To Successful Investing, TransparencyFour keys to start building a foundation towards long term success for investing are – philosophy, strategy, flexibility, and transparency. In this episode, Mark Pearson finishes off his four part miniseries, focusing on the last key to successful investing, transparency. Mark discusses the foundation of the Nepsis investment strategy and why time is the most … Read More Read More2022-03-0219 minIt’s All About Clarity® PodcastEpisode 74. Four Keys To Successful Investing, FlexibilityFour keys to start building a foundation towards long term success for investing are - philosophy, strategy, flexibility, and transparency.
In this episode, Mark Pearson continues with part three of the successful investing miniseries, focusing on flexibility. Mark discusses Roth conversions and how investments can increasingly benefit you as a business owner.
Mark discusses:
Active versus passive investing
How increased flexibility among your investments can benefit you
How to avoid making emotional business decisions
How Nepsis’ investment strategy has proven to work over time
And more
Connect with Mark Pearson:
Nepsis™
Email Mark
2022-02-1627 minInvest With ClarityEpisode 74. Four Keys To Successful Investing, FlexibilityFour keys to start building a foundation towards long term success for investing are – philosophy, strategy, flexibility, and transparency. In this episode, Mark Pearson continues with part three of the successful investing miniseries, focusing on flexibility. Mark discusses Roth conversions and how investments can increasingly benefit you as a business owner. Mark discusses: Active … Read More Read More2022-02-1627 minInvest With ClarityEpisode 73: Know What You Own and Why You Own It: Investing Clarity With Chuck Etzweiler, Part 5The keys to start building a foundation towards long term success for investing are – philosophy, strategy, flexibility, and transparency. In this episode, Mark Pearson finishes up his five-part series of the Know What You Own and Why You Own It focusing on knowledge, alongside Chuck, Nepisis’ head of research. Mark lays out fundamentals of … Read More Read More2022-02-0235 minIt’s All About Clarity® PodcastEpisode 73: Know What You Own and Why You Own It: Investing Clarity With Chuck Etzweiler, Part 5The keys to start building a foundation towards long term success for investing are - philosophy, strategy, flexibility, and transparency.
In this episode, Mark Pearson finishes up his five-part series of the Know What You Own and Why You Own It focusing on knowledge, alongside Chuck, Nepisis’ head of research. Mark lays out fundamentals of the Nepsis investment strategy, and explains how transparency among clients can make a big impact on their investments. He also details why the process of buying and selling is so important and how you can use that to your advantage.
2022-02-0235 minInvest With ClarityEpisode 72. Knowing What You Own and Why You Own It: Putting The Nepsis Portfolio To The Test With Chuck EtzweilerHow do you know whether your portfolio is doing well? Is it helping to achieve your long-term investing goals? Mark Pearson is back with Chuck Etzweiler for part four of the Knowing What You Own and Why You Own It miniseries. In this episode, Mark and Chuck put the Nepsis portfolio to the test by … Read More Read More2022-01-1934 minIt’s All About Clarity® PodcastEpisode 72. Knowing What You Own and Why You Own It: Putting The Nepsis Portfolio To The Test With Chuck EtzweilerHow do you know whether your portfolio is doing well? Is it helping to achieve your long-term investing goals?
Mark Pearson is back with Chuck Etzweiler for part four of the Knowing What You Own and Why You Own It miniseries. In this episode, Mark and Chuck put the Nepsis portfolio to the test by examining diversification and why asset allocation could avoid over diversification. Plus, why tech, energy, and health care businesses do well in inflationary periods.
Mark and Chuck discuss:
Why asset allocation is a component of diversification
What constraint means
How t...2022-01-1934 minInvest With ClarityEpisode 71. Four Keys To Successful Investing, StrategyFour keys to start building a foundation towards long term success for investing are – philosophy, strategy, flexibility, and transparency. In this episode, Mark Pearson continues with part two of the successful investing mini-series, focusing on strategy. Mark lays out fundamentals of the Nepsis investment strategy, and explains their top down perspective. He also details … Read More Read More2022-01-0525 minIt’s All About Clarity® PodcastEpisode 71. Four Keys To Successful Investing, StrategyFour keys to start building a foundation towards long term success for investing are - philosophy, strategy, flexibility, and transparency.
In this episode, Mark Pearson continues with part two of the successful investing mini-series, focusing on strategy. Mark lays out fundamentals of the Nepsis investment strategy, and explains their top down perspective. He also details their buy and sell strategy, plus the four sell disciplines.
Mark discusses:
The fundamentals of the Nepsis investment strategy
The buy and sell strategy
The four sell disciplines
Why your financial services professional should know the largest holding in your...2022-01-0525 minInvest With ClarityEpisode 70. Four Keys To Successful Investing, PhilosophyFour keys to start building a foundation towards long term success for investing are – philosophy, strategy, flexibility, and transparency. In this episode, Mark Pearson begins a new mini-series discussing the four keys to successful investing, beginning with philosophy. Mark explains the investing philosophy of Nepsis, and the commitment to achieving long-term investment goals. Plus, … Read More Read More2021-12-2226 minIt’s All About Clarity® PodcastEpisode 70. Four Keys To Successful Investing, PhilosophyFour keys to start building a foundation towards long term success for investing are - philosophy, strategy, flexibility, and transparency.
In this episode, Mark Pearson begins a new mini-series discussing the four keys to successful investing, beginning with philosophy. Mark explains the investing philosophy of Nepsis, and the commitment to achieving long-term investment goals. Plus, how the stock market is similar to a farmer’s market, and why the stock market is the greatest tool to bring buyers and sellers of businesses together.
Mark discusses:
The Nepsis investing philosophy
Why the stock market is the...2021-12-2226 minInvest With ClarityEpisode 69. Inflation, What You Need To KnowShould you be thinking about inflation? How does inflation affect your buying decisions and your long-term financial goals? In this episode, Mark Pearson tackles inflation and its growing presence on the market. Mark explains why you should be thinking about inflation and how it affects investors’ emotional decisions. Finding clarity with inflation is so powerful, … Read More Read More2021-12-0830 minIt’s All About Clarity® PodcastEpisode 69. Inflation, What You Need To KnowShould you be thinking about inflation? How does inflation affect your buying decisions and your long-term financial goals?
In this episode, Mark Pearson tackles inflation and its growing presence on the market. Mark explains why you should be thinking about inflation and how it affects investors' emotional decisions. Finding clarity with inflation is so powerful, it can help you stay on track towards your long-term financial goals.
Mark discusses:
Should inflation play a part in long term investing and asset allocation
How buying power is more important than the actual rate of return
What s...2021-12-0830 minInvest With ClarityEpisode 68. Innovation Overrides Fear In the Financial Services BusinessClarity in the financial service business is innovative. Why? Because people don’t think about clarity or the power of clarity. In this episode, Mark Pearson looks at innovation in the financial services business. Mark explains how the financial services business can have clarity, and why clarity will prove to be innovative. He also voices his … Read More Read More2021-11-1031 minIt’s All About Clarity® PodcastEpisode 68. Innovation Overrides Fear In the Financial Services BusinessClarity in the financial service business is innovative. Why? Because people don't think about clarity or the power of clarity.
In this episode, Mark Pearson looks at innovation in the financial services business. Mark explains how the financial services business can have clarity, and why clarity will prove to be innovative. He also voices his displeasure for modern portfolio theory and how it has affected the financial services business.
Mark discusses:
Why clarity in the financial services business is innovative
The power of clarity
How modern portfolio theory has affected the...2021-11-1031 minIt’s All About Clarity® PodcastEpisode 67. Knowing What You Own and Why You Own It: Confidence, Conviction, and Consistency With Chuck EtzweilerInvesting with clarity is all about mastering the 3 Cs: Confidence, Conviction, and Consistency.
In part three of this five-part miniseries, Mark Pearson is back with Chuck Etzweiler, senior vice president of Nepsis®, to challenge different investment dogmas that distract most investors from their long-term financial goals. They also share Nepsis’s unconventional, but powerful, investment approach to help you invest with clarity®.
Mark Pearson and Chuck Etzweiler discuss:
How to avoid “over-diversification” of an investment portfolio
Why you should not overly fixate on benchmarks to measure performance
The incredible f...2021-09-1534 minIt’s All About Clarity® Podcast66. Knowing What You Own and Why You Own It: Eradicating the Fear From Process With Chuck EtzweilerFear is the antithesis of clarity. An emotion that one should not have in the investment process.
In part two of this five-part miniseries, Mark Pearson speaks with Chuck Etzweiler, senior vice president of Nepsis, Inc, to help investors and business owners understand the emotion of fear and how to overcome it with optimal clarity.
Mark Pearson and Chuck Etzweiler discuss:
The two components of fear
How to eradicate or overcome fear
The Hopes and Fears: the Conflicting Effects of Risk Ambiguity Study
The three components of a successful business owner when investing
And more
...2021-09-0131 minIt’s All About Clarity® Podcast65. Knowing What You Own and Why You Own It: It’s All About Eradicating Emotion With Chuck EtzweilerKnowing what you own and why you own it is an ideal that helps investors to avoid acting emotionally and irrationally.
You don't have to get deep into the weeds to grasp what you own and why you own it, but there is a framework to use and understand. There are also psychological components to investing with clarity that revolve around understanding what you own and why you own it.
In this five-part miniseries, Mark Pearson is joined by returning guest Chuck Etzweiler, senior vice president of Nepsis, Inc, to help investors understand that while k...2021-07-2829 minInvest With ClarityEpisode 62 – 20 Stock Market Predictions for the 2020s, Part 2Like all people, investors tend to be drawn to predictions — especially those that play into our natural fear of the unknown. How might Mark Pearson’s predictions help shine a light on the unknown that lays ahead of us in the coming decade? Find out in this episode, as Mark continues his list of stock … Read More Read More2021-03-1719 minIt’s All About Clarity® PodcastEpisode 62 - 20 Stock Market Predictions for the 2020s, Part 2Like all people, investors tend to be drawn to predictions — especially those that play into our natural fear of the unknown.
How might Mark Pearson’s predictions help shine a light on the unknown that lays ahead of us in the coming decade?
Find out in this episode, as Mark continues his list of stock market predictions for the 2020s in hopes to provide you with clarity and common sense around your investment decisions!
In this episode, you’ll learn:
Ten more stock market predictions
Why short-term thinkers tend to be emotional thinkers...2021-03-1719 minIt’s All About Clarity® PodcastEpisode 61 - 20 Stock Market Predictions for the 2020s, Part 1The time for our annual market predictions has come once again!
This year, we’re not only covering what we might see this year, but also sharing predictions for the entire coming decade.
In this episode, join Mark Pearson as he shares the first ten of his twenty top stock market predictions for the coming decade. With these tips, Mark hopes to give you the clarity and common sense that will allow you to enhance your investment process over this decade!
In this episode, you’ll learn:
Mark’s top market predictions
Why it’...2021-01-2035 minIt’s All About Clarity® PodcastEpisode 60 — A Look Back At 2020As the year comes to an end, Mark Pearson takes us back on a journey throughout 2020 and overviews investing losses and opportunities that have occurred during the pandemic. He shares his expertise and optimistic outlook with investors and advisors on how to make more successful market decisions.
In this episode, you’ll learn:
The shapes of market recovery
Why you should invest in business as opposed to stock markets or indexes
The importance of a buy/sell discipline
How to make non-emotional flexibility decisions
And more!
Join Mark Pearson as he takes...2020-12-3028 minInvest With ClarityEpisode 59 — The Alpha and The BetaMark Pearson believes that the more educated you are about your investments, the better your investment decisions will be. To help you better understand key investing concepts, Mark Pearson explores two essential investing terms in today’s episode: alpha and beta. Join Mark as he walks you through these terms and how they correlate with risk … Read More Read More2020-10-1029 minIt’s All About Clarity® PodcastEpisode 59 — The Alpha and The BetaMark Pearson believes that the more educated you are about your investments, the better your investment decisions will be.
To help you better understand key investing concepts, Mark Pearson explores two essential investing terms in today’s episode: alpha and beta. Join Mark as he walks you through these terms and how they correlate with risk so you can gain the clarity you need to accomplish your investing goals.
In this episode, you’ll learn:
What the alpha and the beta is
Why you shouldn’t use the S&P 500 as a ben...2020-10-1029 minInvest With ClarityEpisode 58 – What is the Secret Behind Progress?Investors, you have heard Mark Pearson emphasise the importance of investing with clarity. But do you know the secret behind attaining progress with your investments? It all comes down to one thing: your process. In this episode, Mark unpacks his trademarked phrase, “process before progress.” He explains how investing with clarity helps you stick to … Read More Read More2020-09-0925 minInvest With ClarityEpisode 56 – What’s up Doc? — Part 2When it comes to investing, there are 10 key things Mark Pearson wants you to remember. From what to consider during election season to market drivers and investing time horizons, in this episode, Mark breaks down the 10 investing ideas that will help you invest with clarity. In this episode, you will learn: How the … Read More Read More2020-08-1229 minIt’s All About Clarity® PodcastEpisode 56 – What's up Doc? — Part 2When it comes to investing, there are 10 key things Mark Pearson wants you to remember.
From what to consider during election season to market drivers and investing time horizons, in this episode, Mark breaks down the 10 investing ideas that will help you invest with clarity.
In this episode, you will learn:
How the stock market indicates what’s to come
Two ways investors make money
The difference between behavioral and empirical investing
What separates diversification from asset allocation
And more!
Join Mark now and discover some top investing mindsets to help you on your j...2020-08-1229 minInvest With ClarityEpisode 54 – Don’t Get Fooled AgainInvestors are continually getting fooled. Why? Because they don’t have a sound process for making investment decisions and instead rely on business news for the latest and greatest investments — which often end up being wrong. Mark Pearson doesn’t want you to be fooled again. Today, Mark breaks down the importance of understanding that investing … Read More Read More2020-07-1527 minInvest With ClarityEpisode 53 — Achieving Ultimate Clarity with Active Investment ManagementMark Pearson believes a change is coming. He believes that, for the foreseeable future, investor mindsets will start to move away from cookie-cutter, static investing towards active investing. Today, Mark expands on last episode’s focus of diamonds in the rough and explains how financial advisors can truly discover amazing things if they’re more active than … Read More Read More2020-06-1726 minIt’s All About Clarity® PodcastEpisode 53 — Achieving Ultimate Clarity with Active Investment ManagementMark Pearson believes a change is coming.
He believes that, for the foreseeable future, investor mindsets will start to move away from cookie-cutter, static investing towards active investing.
Today, Mark expands on last episode’s focus of diamonds in the rough and explains how financial advisors can truly discover amazing things if they’re more active than others. Mark additionally outlines different kinds of investment management and how an active approach can bring you ultimate clarity around your investing.
In this episode, you’ll learn:
Why investors might be shifting towards more active...2020-06-1726 minInvest With ClarityEpisode 52 — The Value of Volatility is Spotting Diamonds in the RoughSometimes we are presented with amazing opportunities to invest in great businesses. During market downturns, how can you find those gems? Today, Mark Pearson explains his philosophy behind “diamonds in the rough investing” and why he believes there are always investment opportunities available — no matter what the market is doing. Mark additionally shares a … Read More Read More2020-06-0323 minIt’s All About Clarity® PodcastEpisode 48 — Why Mark Pearson is Praying for a PullbackUnlike many investors, Mark Pearson is praying for a market pullback.
Today, Mark shares why he welcomes pullbacks and why many investors could benefit from changing their perspective around investing and volatility. In this conversation, Mark explains his view of risk, the opportunities it can provide investors, and why all investors should always be prepared for a 20% pullback.
In this episode, you’ll learn:
Why investors should focus on keeping their emotions in check
How investing isn’t cookie-cutter, but rather a process and continuum
Why Mark believes that volati...2020-03-1129 minInvest With ClarityEpisode 48 — Why Mark Pearson is Praying for a PullbackUnlike many investors, Mark Pearson is praying for a market pullback. Today, Mark shares why he welcomes pullbacks and why many investors could benefit from changing their perspective around investing and volatility. In this conversation, Mark explains his view of risk, the opportunities it can provide investors, and why all investors should always be prepared … Read More Read More2020-03-1129 minIt’s All About Clarity® PodcastEpisode 47 — Nepsis’ 2020 Market Forecast — with Chuck EtzweilerMark Pearson and the Nepsis team want you to start the year out right by investing with clarity.
That’s why Mark Pearson is speaking with Nepsis’ senior vice president of research, Chuck Etzweiler, on today’s podcast. Today, Chuck shares his research-based forecast for the year, outlines how to stick to your buy-and-sell disciplines, and discusses how to tune out the noise of mainstream media this year.
In this episode, you’ll learn:
Why Chuck doesn’t believe 2020 will be a down year
How the election might impact investors and the market
Why market pul...2020-02-2135 minInvest With ClarityEpisode 47 — Nepsis’ 2020 Market Forecast — with Chuck EtzweilerMark Pearson and the Nepsis team want you to start the year out right by investing with clarity. That’s why Mark Pearson is speaking with Nepsis’ senior vice president of research, Chuck Etzweiler, on today’s podcast. Today, Chuck shares his research-based forecast for the year, outlines how to stick to your buy-and-sell disciplines, and discusses … Read More Read More2020-02-2135 minIt’s All About Clarity® PodcastEpisode 46 — Mark Pearson’s Top 10 Stock Market Predictions for 2020Now that we’re officially in 2020, are you curious about where the markets might be heading this year?
After batting 100% on all of his predictions for 2019, Mark Pearson is back with his annual predictions for 2020. In this episode, Mark uncovers his top 10 predictions for the stock market this year, from where the S&P will end in 2020 all the way to how investors will behave.
In this episode, you’ll learn:
What to keep in mind when listening to predictions
Why you shouldn’t take a short-term view when investing
How investor behaviors might...2020-01-2928 minInvest With ClarityEpisode 46 — Mark Pearson’s Top 10 Stock Market Predictions for 2020Now that we’re officially in 2020, are you curious about where the markets might be heading this year? After batting 100% on all of his predictions for 2019, Mark Pearson is back with his annual predictions for 2020. In this episode, Mark uncovers his top 10 predictions for the stock market this year, from where … Read More Read More2020-01-2928 minIt’s All About Clarity® PodcastEpisode 45 — Why You Should Be a ContrarianThe word of this podcast is “trillion” because with the markets going up, people are cashing out to the tune of three trillion dollars!
In this episode, Mark Pearson explains why now is a better time than ever to invest with clarity and buy, rather than squirrel away that money. Get ready to learn the case for being a contrarian and sticking to your investment process while everybody else is moving to cash.
In this episode, you’ll learn:
Why a recession is a good thing
Three reasons why Mark isn’t afraid of a recess...2019-11-2026 minInvest With ClarityEpisode 43 — What Makes Mark Pearson Worry?Many investors worry about their investments. But what do money managers, like Mark Pearson who has years of experience and a solid investment strategy, worry about? In today’s episode, Mark uncovers his own worries around investing, covering everything from the media’s outlook on the markets to investors’ own attitudes that could be negatively affecting them. … Read More Read More2019-10-2424 minIt’s All About Clarity® PodcastEpisode 43 — What Makes Mark Pearson Worry?Many investors worry about their investments. But what do money managers, like Mark Pearson who has years of experience and a solid investment strategy, worry about?
In today’s episode, Mark uncovers his own worries around investing, covering everything from the media’s outlook on the markets to investors’ own attitudes that could be negatively affecting them.
In this episode, you’ll learn:
How the media can affect investors in their decision-making
What successful investors have in common
The downside of modern portfolio theory
Why investors are their own worst enemies
And more
Join Mar...2019-10-2424 minInvest With ClarityEpisode 42 — Overcoming the Dirty Dozen Investment Biases: Part 3In the final part of his investment biases mini-series, Mark Pearson is back to round out his list of the “Dirty Dozen” investment biases that guide buyers’ decisions. In this episode, Mark dives into four more biases, defining what they are and how they affect the investment process. Mark also provides examples and insight into … Read More Read More2019-10-0727 minIt’s All About Clarity® PodcastEpisode 42 — Overcoming the Dirty Dozen Investment Biases: Part 3In the final part of his investment biases mini-series, Mark Pearson is back to round out his list of the “Dirty Dozen” investment biases that guide buyers’ decisions.
In this episode, Mark dives into four more biases, defining what they are and how they affect the investment process. Mark also provides examples and insight into how you can overcome these biases and invest with clarity.
In this episode, you will learn:
Four new biases: reference point bias, deception bias, despondency bias, and get-even bias
How good money managers can help you overcome your biases
How Mar...2019-10-0727 minIt’s All About Clarity® PodcastEpisode 41 - Overcoming the Dirty Dozen Investment Biases: Part 2The “Dirty Dozen” refers to the 12 biases that buyers have when it comes to investing.
In this episode, Mark Pearson is back to highlight more biases and explain how you can overcome them. Dive into part two and be on your way to getting the investment clarity you’ve been wanting.
In this episode, you will learn:
What deception bias is and how it leads to other biases
How Mark helps his clients overcome the framing bias
How Mark rises above the noise that creates the Dirty Dozen biases
Why investing is a science
And more...2019-09-1831 minInvest With ClarityEpisode 39 – Often Wrong, But Never In DoubtMark Pearson has noticed that those who like to follow predictions around the stock market are often wrong, but never in doubt. Today, Mark offers a different way to look at investing and establishing your portfolio that doesn’t revolve around predictions, but instead focuses on investing in good businesses so you can know what you … Read More Read More2019-08-2224 minIt’s All About Clarity® PodcastEpisode 38 - How to Cut Through Mutual Fund InsanityAlbert Einstein once said, “Insanity is doing the same thing over and over again and expecting a different result.”
In this episode of Invest With Clarity Podcast, Mark Pearson explains how to choose the right mutual funds for your goals — all while keeping your sanity.
In this episode, you will learn:
The top factors that contribute to the decision to invest in a mutual fund
Which misguided action is causing investors to constantly underperform
Why Mark says that you should never feel “good” when you put your money to work
Why there's a race to the bott...2019-08-0730 minIt’s All About Clarity® PodcastEpisode 37 - You Get What You Pay ForAdvertisements everywhere try to entice customers with the prospect of paying as little as possible for a product or service. However, in most cases, you get what you pay for.
In this episode of the Invest with Clarity Podcast, Mark Pearson explains why paying less in fees isn’t always a good thing, especially when it comes to your investments.
In this episode, you will learn:
Why you need to read advisory fees to understand why you should pay a little more
The importance of the Road to Absolute Clarity and ultimate transparency between adv...2019-07-2418 minInvest With ClarityEpisode 36 – 4 Simple Steps to Investing Like a PRO: Part 3Want to invest like a PRO? In this final episode of the three-part mini-series, Mark Pearson explains how to invest like a PRO — or more specifically, the do’s and don’ts of wise investing. Mark breaks down the O of the PRO acronym and shares his insight about investing with clarity. In this episode, you … Read More Read More2019-07-1011 minIt’s All About Clarity® PodcastEpisode 32 - Can Not Knowing What You Own in Your Portfolio Affect Its Performance?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...2019-04-2623 minIt’s All About Clarity® PodcastEpisode 28 - Learn the Nepsis WayIn today’s episode, Mark Pearson talks about a dramatic shift in the structure of his company, Nepsis. Mark explains that their core concept of ultimate clarity is so strong that the company has decided to hire and train advisors in the “Nepsis way.”
In this episode, you will learn:
About the tools, resources, and processes that Mark and his team have developed to differentiate Nepsis in the marketplace
How you can get involved in Nepsis as a financial service professional
What sets Nepsis apart from similar companies
How advisors AND investors benefit from the “Nepsis way”
An...2019-02-1318 minInvest With ClarityEpisode 28 – Learn the Nepsis WayIn today’s episode, Mark Pearson talks about a dramatic shift in the structure of his company, Nepsis. Mark explains that their core concept of ultimate clarity is so strong that the company has decided to hire and train advisors in the “Nepsis way.” In this episode, you will learn: About the tools, resources, and processes … Read More Read More2019-02-1318 minIt’s All About Clarity® PodcastEpisode 27 - Understanding Your Portfolio and Why You Own What You OwnEarlier this month, Mark Pearson received an email from someone who was questioning Nepsis’ top 10 stock market predictions for 2019. While some people may have been offended by this opinionated email, Mark sees it as an opportunity to prove to his listeners that Nepsis’ predictions reinforce the successful past that they’ve experienced and the importance of investing with clarity.
In this episode, you will learn:
Why Mark recommends that investors stick to the basics when it comes to stock market purchases
The importance of knowing what you own in your portfolio and, more importantly, why you own it...2019-01-3022 minInvest With ClarityEpisode 27 – Understanding Your Portfolio and Why You Own What You OwnEarlier this month, Mark Pearson received an email from someone who was questioning Nepsis’ top 10 stock market predictions for 2019. While some people may have been offended by this opinionated email, Mark sees it as an opportunity to prove to his listeners that Nepsis’ predictions reinforce the successful past that they’ve experienced and the … Read More Read More2019-01-3022 minInvest With ClarityEpisode 26 – Anchors Away—with Guest Chuck EtzweilerIn today’s episode, Mark Pearson is joined again by Chuck Etzweiler, Nepsis’ head of research. This time Mark and Chuck talk about the importance of managing your portfolio in times of uncertainty. Get ready for a deep discussion on anchor bias—and what that really means. In this episode, you will learn: What anchor bias really … Read More Read More2019-01-1721 minIt’s All About Clarity® PodcastEpisode 22 - The Emotional Biases That Cause Investors to StumbleAll too often, investors inhibit their potential for successful by giving in to emotional biases.
Mark Pearson sees examples of investors being swayed by emotional biases all the time. In this episode, he discusses each of these biases and explains how they spring from a lack of investor clarity.
In today’s episode, you will learn:
The different types of emotional biases
How diversification is different than asset allocation
Why the real secret to Warren Buffett’s success is superhuman discipline
Mark’s dual approach to confronting clients’ biases
Why Mark believes advisors should run thei...2018-11-1425 minIt’s All About Clarity® PodcastEpisode 21 - The Importance of Leadership in Investing with ClarityInvestors hire financial advisors because they want to have a leader who will give them expert advice and guide them to reach their investment plan goals.
However, too many investors do not have leadership that is founded on clarity. In this episode, Mark Pearson takes a critical look at the typical client journey to help investors consider how they’re being served.
In today’s episode on the importance of leadership, Mark discusses:
The biggest mistakes advisors make with their risk tolerance questionnaires
Why “risk” and “volatility” do not belong in the same sentence...2018-10-1827 minIt’s All About Clarity® PodcastEpisode 17 - A Look Under the Hood at Nepsis—With Guest Chuck EtzweilerIn this episode, Mark Pearson is joined by Nepsis’ Vice President of Research, Chuck Etzweiler, for a behind-the-scenes look at how they use research to inform their investment decisions.
Chuck and Mark discuss how their teams research all areas of the economy to make selective and informed investment decisions with clarity. They also share the two ways they measure the valuation of companies, and their opinion on modern portfolio theory. Also, from an operations standpoint, Mark and Chuck discuss which characteristics they value most in candidates for their investment team.
Listen now to learn how Ma...2018-08-2227 minIt’s All About Clarity® PodcastEpisode 15 - Why Investors Shouldn’t Be Afraid of VolatilityThe inspiration for today’s episode came from a headline in Financial Advisor Magazine:
“Market Volatility May Be Behind 47% Rise In Finra Cases.”
Did you read that article from June 22nd? Mark Pearson did. Now he’s weighing in on the issue.
Why has market volatility possibly caused a surge in Finra arbitration cases this year? Do investors have unrealistic expectations for performance? Have they lost sight of what the market really is?
Mark addresses these questions and more.
In this episode, Mark makes a case for why volatility and risk...2018-07-2620 minIt’s All About Clarity® PodcastEpisode 10 - The Difference Between Traditional vs. Non Traditional InvestingWhy It’s Time to Say Goodbye to Traditional Investing
Mark Pearson’s theory is that most financial advisors don’t actually have time to manage their clients’ money effectively. In fact, most financial advisors get into the business to build client relationships, not to focus on money management. As a result, advisors rely on the modern portfolio theory to guide investors. But using this outdated, cookie-cutter theory is a heavily flawed approach.
You don’t want to miss this special episode. Mark Pearson holds nothing back as he explains why modern portfolio theory just doesn’t cu...2018-04-0527 min
Invest With ClarityEpisode 1 – Introduction – Mark PearsonMark has come along way since his early beginnings in the financial services industry in 1986, where he realized that he still had a lot to learn about managing money. After graduating from college, he found himself involved in the technology sector. This experience gave Mark the skills he needed to start his own financial … Read More Read More2017-12-2900 min