Episode 25 - Blinded by Our Statements

December 26, 2018

Do you translate the numbers on your statement as money you’ve earned or lost?  

Beware—constantly looking at your statements can blind you and give you a false sense of what’s actually happening with your portfolio.

In this episode, Mark Pearson shares a new way of looking at your statement to help you avoid making common investing mistakes.

In this episode, you’ll learn:

  • About the importance of knowing what you own  vs. looking at your statement
  • What you should actually pay attention to as an investor
  • Why Mark hates it when people say that they’re “invested in the stock market”
  • And more!

Tune in now and learn how to remove your blinders and invest with clarity!

Resources:  Nepsis

 

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Episode 24 - Invest with Clarity with the Investment Stress Test

December 7, 2018

Imagine having the opportunity to truly understand why your portfolio is performing the way it is. At Nepsis, each client has this opportunity, thanks to Nepsis’ Investment Stress Test.

Today, Mark Pearson shares how Nepsis’ stress test helps you understand where your money is allocated, so you don’t have to settle for a cookie-cutter portfolio.

In this episode, you’ll learn:

  • How the information from your stress test can help you become a successful investor
  • How the stress test can identify the pitfalls that could prevent you from achieving your financial goals
  • How understanding why you own a stock is better than knowing what stock you own
  • Where to get a stress test for free
  • And more!

Tune in now to learn how Nepsis’ Investment Stress Test can help you invest with clarity!

Resources

Nepsis Investment Stress Test | Nepsis

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Episode 23 - Value Vs. Growth: Deciphering the Indexes

November 28, 2018

Few things in this world are guaranteed: death, taxes, and fluctuations in the global stock market.

In this episode of the Invest With Clarity podcast, Mark Pearson explains why shifts in the market of even 1% are not nearly as big of a deal as people make them out to be.

You will learn:

  • Why believing that you’re “investing in the stock market” is a false narrative
  • Why investing in the S&P 500 index might not be the smartest way to invest
  • Why clear thinking is arguably the most important quality to use when deciding which companies to invest in or whether to sell shares in a company
  • What Wall Street means when it talks about value versus growth
  • Why Nepsis is the frontrunner for unbiased content about each client’s portfolio
  • And more!

Tune in now and learn how to decipher the indexes and invest with clarity!

Resources: Nepsis

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Episode 22 - The Emotional Biases That Cause Investors to Stumble

November 14, 2018

All 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 their businesses the same way gardeners prune their gardens
  • And more!

Tune in now and learn what it means to stick with the investment process and invest with clarity!

Resources: Bias: Who Me White Paper | Nepsis, Inc. | Nepsis, Inc. Facebook Page

 

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Episode 21 - The Importance of Leadership in Investing with Clarity

October 17, 2018

Investors 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
  • The three real areas of risk for investors
  • Mark’s real-life experience with investors reacting emotionally to their investments
  • And more!

Tune in now to learn how clarity-based leadership can help you reach your investing goals!

Resources: NEPSIS, Inc.

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Episode 20- The Five Dreadful Cs of Mutual Funds

October 5, 2018

Mark Pearson and his team aren’t fans of mutual funds, and you’re about to find out why.

In this episode, Mark doesn’t spare mutual funds’ feelings as he dives into the traits that make them undesirable, otherwise known as the dreadful five Cs.  

Here’s what you will learn about in this episode:

  • How the characteristics of mutual funds clash with Nepsis’ approach to investing.
  • Examples of multiple conflicts that could run within a mutual fund portfolio
  • How mutual funds make money and how those costs are passed on to the consumer
  • What the five Cs are and how they impact portfolios
  • Why being over-diversified is a problem

Tune in to learn why you should avoid mutual funds if you want to invest with clarity.

Resources: NEPSIS, Inc. | Investing for Success: Understanding the Four Key Principles

 

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Episode 19 - A Penny for Your Thoughts

September 20, 2018

Have you ever taken a jar of pennies to the bank and felt shocked by the amount of money you had in there?

Today, Mark Pearson discusses his penny jar theory and how Nepsis uses this theory in their approach to Strategic Cost Averaging™, the process of continually investing unequal dollar amounts specifically targeted into companies that you want to own more of when appropriate.

Mark and co-host Matt Halloran also take a back-end look at Nepsis, diving into how the company gathers information from clients to help them invest strategically and reach their investment goals.

Listen now to learn how you could invest with more clarity by using Nepsis’ penny theory.

Resources:

NEPSIS, Inc. | Blog: A Penny for Your Thoughts

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Episode 18 - How Does the Race to the Bottom Impact Your Investment Outlook?

September 6, 2018

Today, Mark Pearson shares his views on the “race to the bottom” in the financial industry. Inspired by the Barron’s article titled “Fidelity Drops Fund Fees to Zero in Latest Price-War Gambit,” Mark discusses the issues that may arise with the low-cost industry trend, along with how the common outlooks that clients tend to adopt could negatively affect their investment outcomes.

Tune in to also find out what question you should be asking your adviser and how you can prioritize your goals to find true clarity.

InvestWithClarity.com

Barron’s - Fidelity Drops Fund Fees to Zero in Latest Price-War Gambit

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Episode 17 - A Look Under the Hood at Nepsis—With Guest Chuck Etzweiler

August 22, 2018

In 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 Mark and Chuck use research to help them invest with clarity.

 

Nepsis, Inc.

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Episode 16 - The Keys to Investing with Clarity

August 2, 2018

When investing, do you know what you own, why you own it and how much you’re paying for it?

Today, Mark Pearson and Matt Halloran discuss the common barriers preventing people from investing with true clarity. From the lack transparency surrounding investing fees and ownership to the harmful ways diversification and asset allocation are misinterpreted, this episode will deepen your knowledge on how you invest with confidence.

Tune in now to also learn about the fundamental questions you should be asking your financial advisers to make sure you’re investing with complete clarity.

Resources: Nepsis Inc.

 

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