It’s All About Clarity® Podcast
Business:Investing
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 power of knowing what you own and why you own it.
Tune into this eye-opening episode. Stop relying on a flawed rating system and learn how to invest with clarity.
Resources:
Nepsis Inc. | The Great Mirage: Bringing Clarity to the Star Ratings Debate:
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)
Avoiding The Pitfalls of Benchmarking (Ep. 99)
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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