Episode 30 - Active vs. Passive Investing

March 13, 2019

Did you know that long-term investors are actually taking an active — not passive — approach to investing?

In this episode of Invest With Clarity Podcast, Mark Pearson discusses active versus passive practices to help you decide which investment strategy is right for you.

In this episode, you will learn:

  • The differences between active trading and passive investing, and when each approach is most effective
  • Why it’s important not to panic when certain stocks drop, even by large numbers
  • How volatility creates opportunity
  • The importance of investing with clarity
  • And more!

 

Get clarity around active trading versus passive investing in this episode of Invest With Clarity Podcast!

 

Resources:  Nepsis

Episode 29 - SMAs vs. Mutual Funds vs. ETFs

March 3, 2019

There are so many investment opportunities available that it can be hard to know which ones to take.

In this episode, Mark Pearson compares separately managed accounts (SMAs), mutual funds, and exchange-traded funds (ETFs) to help you make decisions based on clarity.

In this episode, you will learn:

  • The respective differences, benefits, and downfalls of SMAs, mutual funds, and ETFs
  • Why Nepsis works primarily with SMAs
  • The four basics of SMAs and how they work
  • How SMAs are impacted by fluctuations in the market
  • And more!

Tune in and discover the ins and outs of SMAs, mutual funds, and ETFs!

Resources:  Nepsis

Episode 28 - Learn the Nepsis Way

February 13, 2019

In 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”
  • And more!

Tune in now to learn exciting news about Nepsis and discover where you might fit in!

Resources:  Nepsis | Invest with Clarity Stress Test

Episode 27 - Understanding Your Portfolio and Why You Own What You Own

January 30, 2019

Earlier 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
  • Why you shouldn’t check on your investments daily, weekly, or even monthly if you want to get an accurate understanding of what they are worth
  • Why volatility isn’t necessarily a bad thing
  • And more!

Tune in now to learn about Nepsis’ 2019 stock market predictions and gain clarity!

Resources: Nepsis | Top 10 Stock Market Predictions for 2019

 

Episode 26 - Anchors Away—with Guest Chuck Etzweiler

January 17, 2019

In 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 is and how to recognize it
  • Why anchoring isn’t necessarily a bad thing if you’re anchored in clarity
  • Why the current state of the market is causing portfolio managers to change their practice—and how that will impact your return
  • About the importance of monitoring your portfolio and deciding when it’s the right time to buy low and sell high
  • Why you shouldn’t let your political stance determine your investment decision-making
  • And more!

Resources:  Nepsis  | Biased, Who Me?

 

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

 

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

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

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

 

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.