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.
Episode 44 — How ETFs Are Changing the Investing World
Episode 43 — What Makes Mark Pearson Worry?
Episode 42 — Overcoming the Dirty Dozen Investment Biases: Part 3
Episode 41 - Overcoming the Dirty Dozen Investment Biases: Part 2
Episode 40 - How to Overcome the Dirty Dozen Investment Biases
Episode 39 - Often Wrong, But Never In Doubt
Episode 38 - How to Cut Through Mutual Fund Insanity
Episode 37 - You Get What You Pay For
Episode 36 - 4 Simple Steps to Investing Like a PRO: Part 3
Episode 35 - 4 Simple Steps to Start Investing Like a PRO: Part 2
Episode 34 - 4 Simple Steps to Investing Like a PRO: Part 1
Episode 33 - We Really Need to Talk About Active vs. Passive Investing Again
Episode 32 - Can Not Knowing What You Own in Your Portfolio Affect Its Performance?
Episode 31 - Start Investing Like a Business Owner
Episode 30 - Active vs. Passive Investing
Episode 29 - SMAs vs. Mutual Funds vs. ETFs
Episode 28 - Learn the Nepsis Way
Episode 27 - Understanding Your Portfolio and Why You Own What You Own
Episode 26 - Anchors Away—with Guest Chuck Etzweiler
Episode 25 - Blinded by Our Statements
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