Invest With Clarity-logo

Invest With Clarity

Business & Economics Podcasts >

More Information

Location:

United States

Language:

English


Episodes

Episode 21 – The Importance of Leadership in Investing with Clarity

10/17/2018
More
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 … Continue reading Episode 21 – The Importance of Leadership in Investing with Clarity →

Duration:00:27:43

Episode 20- The Five Dreadful Cs of Mutual Funds

10/5/2018
More
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: Why being over-diversified … Continue reading Episode 20- The Five Dreadful Cs of Mutual Funds →

Duration:00:24:20

Episode 19 – A Penny for Your Thoughts

9/20/2018
More
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 … Continue reading Episode 19 – A Penny for Your Thoughts →

Duration:00:22:43

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

9/6/2018
More
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 … Continue reading Episode 18 – How Does the Race to the Bottom Impact Your Investment Outlook? →

Duration:00:23:51

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

8/22/2018
More
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 … Continue reading Episode 17 – A Look Under the Hood at Nepsis—With Guest Chuck Etzweiler →

Duration:00:27:54

Episode 16 – The Keys to Investing with Clarity

8/2/2018
More
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, … Continue reading Episode 16 – The Keys to Investing with Clarity →

Duration:00:24:54

Episode 15 – Why Investors Shouldn’t Be Afraid of Volatility

7/24/2018
More
The 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? … Continue reading Episode 15 – Why Investors Shouldn’t Be Afraid of Volatility →

Duration:00:20:04

Episode 14 – The Falling Star—with Guest, Chuck Etzweiler, VP of Research at Nepsis, Inc.

6/21/2018
More
The Morningstar’s five-star rating system was never meant to be a performance indicator. On today’s show, Mark Pearson and guest, Chuck Etzweiler, are challenging finance professionals’ and investors’ overreliance on the Morningstar’s rating system. Mark and Chuck explain what the rating system was designed to do, how mutual funds and ETFs earn stars, and the … Continue reading Episode 14 – The Falling Star—with Guest, Chuck Etzweiler, VP of Research at Nepsis, Inc. →

Duration:00:34:53

Episode 13 – Comparison Is the Thief of All Joy

5/22/2018
More
Do you ever compare your portfolio to other people’s portfolios? Comparison is the ultimate killjoy. It’s a crazy-making behavior that only serves to distract investors. In fact, Some people are never satisfied with their returns because they’re caught up in comparing themselves to others. Today, Matt Halloran and Mark Pearson uncover the downfalls of comparing. … Continue reading Episode 13 – Comparison Is the Thief of All Joy →

Duration:00:22:42

Episode 12 – Market Volatility is an Opportunity

4/30/2018
More
How much cash do you keep on the sidelines? Today, Matt Halloran and Mark Pearson talk to you about the potential opportunities that market volatility presents, along with how to make smart corrections to your portfolio. Realizing your moves and properly allocating your money can allow you to invest when you need to take advantage … Continue reading Episode 12 – Market Volatility is an Opportunity →

Duration:00:21:42

Episode 11 – Don’t Become Another DALBAR Statistic

4/23/2018
More
Don’t become another DALBAR statistic. As an investor, does your behavior affect how well your investments perform? It certainly does. Today, Matt Halloran and Mark Pearson discuss DALBAR Inc., an independent research organization that studies how investor behavior is related to investment performance. In this episode, you’ll learn three reasons for investor shortfalls, the psychology … Continue reading Episode 11 – Don’t Become Another DALBAR Statistic →

Duration:00:27:02

Episode 10 – The Difference Between Traditional vs. Non Traditional Investing

4/5/2018
More
Why 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 … Continue reading Episode 10 – The Difference Between Traditional vs. Non Traditional Investing →

Duration:00:27:36

Episode 9 – The Power of Claritology: The Key to Gaining Confidence in Your Investments

3/20/2018
More
In this episode, I introduce a brand new term—Claritology. It’s all about understanding your investments from every angle. What is the outcome of Claritology? It’s having a newfound sense of confidence about your investment strategies. Listen in as I share the four pillars of Claritology and how it can transform the way you think about … Continue reading Episode 9 – The Power of Claritology: The Key to Gaining Confidence in Your Investments →

Duration:00:34:51

Episode 8 – Strategic Cost Averaging

3/5/2018
More
Have you heard of strategic cost averaging? It’s an investment technique that allows you to invest equal dollar amounts into a specific position. Is that the right strategy for you? Learn more in this episode as I share 4 keys to successful investing—plus, how you can benefit from being a transparent and flexible investor.

Duration:00:23:14

Episode 7 – Importance of an Investment Policy Statement (IPS)

2/22/2018
More
Are you heading towards the financial future you want? Mark shares how you can use the Investment Policy Statement to help ensure that you and your investment advisor have a clear understanding of your financial goals. The more clarity you have about your portfolio, the more likely you are to stay the course when it … Continue reading Episode 7 – Importance of an Investment Policy Statement (IPS) →

Duration:00:26:15

Episode 6 – The Power of Clarity – Part II

1/11/2018
More
Can you put a price on clarity? While it’s easy to understand broad concepts and theories behind investing, people often lack clarity when it comes to their own personal investments. And the danger in today’s markets is that it’s become increasingly easy to find investment gratification for cheap. Financial plans are becoming cookie cutter premade … Continue reading Episode 6 – The Power of Clarity – Part II →

Duration:00:23:02

Episode 5 – The Power of Clarity – Part I

1/11/2018
More
Clarity is the cornerstone of Nepsis and it’s important to understand its power. By definition, the Greek word Nepsis means to be watchful, alert, and vigilant with a clear and sober mind against illusions thus allowing one to obtain ultimate clarity. In the investment world, clarity is difficult to obtain, and the lack thereof is … Continue reading Episode 5 – The Power of Clarity – Part I →

Duration:00:22:31

Episode 4 – The Causes of Terrible DIY Performance

12/29/2017
More
When it comes to investing with clarity, we have done our research and, in turn, have created a unique approach to investing with clarity. When it comes to making the right decisions, there are numerous factors to consider, including the psychological and behavioral aspect of investing. These two factors are often overlooked, and that is … Continue reading Episode 4 – The Causes of Terrible DIY Performance →

Duration:00:24:25

Episode 3 – The 4 Keys to Investing for Success

12/29/2017
More
Successful investing is about process. There is a benefit of understanding the discipline and process leading to successful investing. There are both scientific and behavioral aspects of investing. Understanding them will lead you to understand how to reach success in this area. The investment process can be categorized into four key corners of success. Learn … Continue reading Episode 3 – The 4 Keys to Investing for Success →

Duration:00:23:03