It’s All About Clarity® Podcast
Business:Investing
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:
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
Process Before Progress®, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.82)
Lifting Weights While You Wait With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.81)
Passive Investing, Part 2 With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.80)
Passive Investing With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.79)
Underperforming the Underperformance With Mark Pearson (Ep.78)
The Four Worst Words in Investing With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.77)
A Deep Dive into “Fin-ergy” With Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.76)
Episode 75. Four Keys To Successful Investing, Transparency
Episode 74. Four Keys To Successful Investing, Flexibility
Episode 73: Know What You Own and Why You Own It: Investing Clarity With Chuck Etzweiler, Part 5
Episode 72. Knowing What You Own and Why You Own It: Putting The Nepsis Portfolio To The Test With Chuck Etzweiler
Episode 71. Four Keys To Successful Investing, Strategy
Episode 70. Four Keys To Successful Investing, Philosophy
Episode 69. Inflation, What You Need To Know
Episode 68. Innovation Overrides Fear In the Financial Services Business
Episode 67. Knowing What You Own and Why You Own It: Confidence, Conviction, and Consistency With Chuck Etzweiler
66. Knowing What You Own and Why You Own It: Eradicating the Fear From Process With Chuck Etzweiler
65. Knowing What You Own and Why You Own It: It’s All About Eradicating Emotion With Chuck Etzweiler
Episode 64 - Attacking the Idea of What Is Value
Episode 63 - The Cloud Around the Modern Portfolio Theory
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