It’s All About Clarity® Podcast
Business:Investing
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 Chuck discuss:
Connect With Chuck Etzweiler:
Connect with Mark Pearson:
About Our Guest:
With more than three decades of investment industry experience, Chuck Etzweiler, MBA, CIMA®, CFP®, CMT directs the on-going research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis® in a deeper manner.
A high percentage of the focus of the research is centered around money manager pitfalls, investor short-comings and repetitive behavioral biases that detract clients from earning optimal returns.
It's All About Clarity® in Financial Planning (Ep.102)
It's All About Clarity® in Retirement Planning (Ep.101)
Introduction: It's All About Clarity® Podcast (Ep. 100)
Predictions, Pitfalls, and Profits: Your Guide to Smarter Investing (Ep. 98)
Navigating Media Influence on Investments: Facts vs. Fear (Ep. 97)
Unravelling the Indexing Conundrum: A New Perspective with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 96)
The Lost Art of Investing Part 2 with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.95)
The Lost Art of Investing Part 1 with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 94)
Common Myths Within The Financial Industry part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 93)
Ultimate Clarity Vs. What The Industry Promotes, part 1 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.92)
Identifying Common Investing Biases, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.91)
Identifying Common Investing Biases, Part 1 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.90)
Don’t WAIT Start Investing With Clarity® with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.89)
Inflation Nation, Part Two with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.88)
The New Boss Is The Same As The Old Boss Value with Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.87)
Playing Tic Tac Toe With The Equity Style Box Featuring Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.86)
The Recession Obsession With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.85)
The Great Valuation Reset With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 84)
Bye Bye Bonds With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep. 83)
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