The Invest With Clarity’s Podcast
Episode 33 - We Really Need to Talk About Active vs. Passive Investing Again

Episode 33 - We Really Need to Talk About Active vs. Passive Investing Again

April 30, 2019

When it comes to active vs. passive investing, there is a debate on Wall Street about which approach is most effective and which one will make you more money. But investing isn’t “cookie-cutter,” so can you really say that one option is better than the other?

In true invest-with-clarity fashion, Mark Pearson points out that “comparison is the thief of all joy.” In this episode, Mark revisits this topic to explain that in order to achieve full clarity in your investing, you must stop comparing dissimilar investing strategies.

In this episode, you will learn:

  • How you can be both an active and passive investor, contrary to popular opinion
  • What tax loss harvesting is and how to use it to your advantage
  • Why cost is not just a fee you pay
  • Why you need to understand that the movement of stocks up and down on a daily basis is entirely irrational
  • And more!

Tune in today to learn about active vs. passive investing and how to use them together to fully invest with clarity!

Resources:  Nepsis

Episode 32 - Can Not Knowing What You Own in Your Portfolio Affect Its Performance?

Episode 32 - Can Not Knowing What You Own in Your Portfolio Affect Its Performance?

April 26, 2019

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 commissionable advisors
  • Why many investors are moving to algorithmic investing
  • What closet-indexing is and how it's affecting your portfolio
  • And more!

Tune in with Mark Pearson to learn more about robo-advisors and how they are impacting the performance of your portfolio.

 

Resources:  Invest with Clarity

Episode 31 - Start Investing Like a Business Owner

Episode 31 - Start Investing Like a Business Owner

March 29, 2019

As an investor, you’re not investing in the market — you’re investing in businesses. So isn’t it time to start investing like a business owner?

In this episode of Invest With Clarity Podcast, Mark Pearson explains how to do just that while placing an uncompromising focus on what it means to invest with clarity.

In this episode, you will learn:

  • Three easy ways to start thinking like a business owner when it comes to investing
  • How having conviction and confidence in your investments will lend to your success
  • The importance of persistence and perseverance in clarity, instead of allowing emotions to make decisions for you
  • Why it’s essential to have a clear vision of your goals when working with investments
  • And more!

Tune in today to learn how to invest like a business owner — with clarity!

Resources:  Nepsis | The Power of Clarity

Episode 30 - Active vs. Passive Investing

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

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

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

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

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

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

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