It’s All About Clarity in Tax Solutions and Investment Strategy (Ep. 110)

It’s All About Clarity in Tax Solutions and Investment Strategy (Ep. 110)

The new Nepsis podcast studio in the new headquarters is live.  Mark Pearson, founder and Chief Investment Officer of Nepsis, recently spoke with two key members of the Nepsis executive team:  Chuck Etzweiler, head of research, and Bryan Eberle, president of tax.  In podcast #110, they discussed the full suite of tax solutions and business advisory services that Nepsis can provide to clients.  They also discussed investing insights regarding diversification and asset allocation, including the revelation that index funds may be riskier than many investors believe.    View our most recent podcast – or any of the informative “It’s All About Clarity” podcasts from the past – on the Nepsis website at:  https://nepsis.com/resource-center/its-all-about-clarity-podcast/ [https://nepsis.com/resource-center/its-all-about-clarity-podcast/]

It’s All About Clarity ® in Investing (Ep. 109)

Mark Pearson, founder and Chief Investment Officer of Nepsis, sits down with Chuck Etzweiler, head of research, for a discussion about investing during turbulent times.  Mark and Chuck explain why market volatility is actually your friend rather than something to be feared.  As they explain, volatility provides an opportunity to buy great companies at a discount, thereby setting up the potential for significant positive long-term results. Mark and Chuck also touch on the importance of having a sound investment strategy – knowing what you own and why you own it.  To learn more about the Nepsis process and investment philosophy visit https://nepsis.com/services/portfolio-management/ [https://nepsis.com/services/portfolio-management/]

It’s All About Clarity ® in Estate Planning (Ep. 108)

Mark Pearson, Nepsis founder and Chief Investment Officer, talks with Malia Haskins, VP of Estate Planning about how proactively managing your estate is a critical element of a comprehensive financial plan.  Malia recently joined Nepsis and brings her extensive experience as an estate planner with several industry leading institutions to the Nepsis team.  In their conversation, Mark and Malia discuss wills, trusts, incapacity planning and many more key questions that investors have regarding the complex topic of managing their estate. Estate Planning is a core part of the Nepsis “family office framework” – a comprehensive portfolio for your financial well-being including wealth management, tax solutions, legal and insurance services, and estate planning.  To learn more about estate planning at Nepsis visit https://nepsis.com/services/estate-planning/ [https://nepsis.com/services/estate-planning/] or go to www.nepsis.com [https://nepsis.com/] to understand how our capabilities will put you on the path to financial clarity.

It’s All About Clarity ® in Tax Planning (Ep. 107)

Jack Cahill, Senior VP of Tax Solutions, joins Mark Pearson in Episode 107 for a wide-ranging discussion about how tax planning is a critical component of a comprehensive financial plan.  Jack brings over 20 years of experience as a tax planner and strategist who has led and built teams to deliver results for clients.   They discuss how Nepsis is building out the future state of the firm including a full suite of tax solutions, accounting and advisory services, and estate planning resources.  If you are interested in learning more about the tax solutions that Nepsis provides visit Nepsis.com/services/individual-family-tax-solutions/ [https://nepsis.com/services/individual-family-tax-solutions/] or go to Nepsis.com [https://nepsis.com/] for information about the full range of all of Nepsis’ services. Advisor Services offered through Nepsis, Inc.; An SEC Registered Investment Advisor.

It's All About Clarity® In Your Investment Strategy

Similar to episode 105 - Mark Pearson sits down to discuss a variety of topics that pertain to Investing + the strategies and philosophies Nepsis has to help bring greater clarity to our clients. Topics such as: - Buy Discipline - Sell Discipline (We have 4 at Nepsis) - Tax Loss Harvesting - What company is your largest holding? - Knowing what you own and WHY you own it in your porftolio - How clarity in investing gets you closer to your goals - Capital gains & rate of return - "Buying companies on sale" - Volatility Ever have questions for the podcast? Email podcast@nepsisinc.com