In this episode, Mark continues his discussion on bonds. Do not get bogged down by buying bonds! People get all worked up about the volatility of the stock market but they are never concerned with the volatility of bonds. As interest rates have gone down that is how people have made money on bonds. Have a conversation with your advisor about your portfolio and bonds. He also talks about tax management and other risks in your portfolio.
November 15, 2016
In this episode, Mark recaps the presidential election and how it will affect the economy. He talks about how the government is one of the biggest businesses in the world. Profit is in the form of taxes in the government. Following the election, there will be winners and losers in the market. He also talks about how bonds are a beta mitigator and as interest rates go down the value of your bond goes up. Bonds are far more risky than people think and they historically have been more volatile than stocks. However, he reminds investors to not be a short-term thinker and understand the philosophy and process of your investments!
November 9, 2016
In this episode, Mark talks about how your portfolio must match up with how you’re going to accomplish your goals. Investing for success takes a proven process and success in investing requires success in your planning. Most investors have their investments driving their plan, but really the plan should drive the investments.
November 7, 2016
In this episode, Mark talks about the beta factor: the relative volatility of the investment compared to its associated benchmark or index. He also discusses "smart beta", which Investopedia defines as, a set of investment strategies that emphasize the use of alternative index construction rules to traditional market capitalization based strategies.
November 3, 2016
In this episode, Mark talks more about the investment process. Following the election, it's going to be time in the investments, not timing the investments. He stresses the importance of having an investment policy statement for your portfolio. Mark then discusses Robo-investing, the behavioral components behind investing, and further investment planning. It's important to have discipline, patience, and to know why your investments are doing what they're doing.
November 2, 2016
In this episode Mark asks listeners to think about why they own what they do in their portfolios. f your positions don’t have a reason or purpose within your portfolio that could affect your overall goals and plan. Not only do investors not know what they own and why, but they don’t know how it correlates to reaching their plan. He also discusses what should you be doing if you are worried about the election and your investment portfolio. Finally, he talks about strategic cost averaging and modern portfolio theory.
October 25, 2016
In this episode, Mark talks about how the bullish sentiment right now are at historic lows for the longest period and we're in the midst of earning season right now. Understanding the process to how decisions are made is important. He also discusses businesses' ability to continue to make a profit and the stock market may be rigged but that part of the system is not. Volatility is what creates the opportunities to continue investing. There are periods when active managers have not done as well as indexes, but the media will tell you active managers are not “good managers”. The greatest path to investing has always been and will always be investing in great businesses and continuing to invest in those businesses over time! Finally, Mark talks about different trends that are currently occurring.
October 24, 2016
In this episode, Mark discusses the difference between Money Managers and Wealth Managers and their associated fees. Do you know if you are getting the value from your fees? More importantly, do you know if your Wealth Manager is just putting you into ETFs to replicate an index? Nepsis offers complete transparency of fees and believes active money management and investing in quality companies versus benchmarks or indexes is the only way to achieve your goals and dreams of the future.
October 17, 2016
In this episode, Mark talks about how the negativity in the news and media affects investors' emotions toward investing. Mark offers his suggestions, recommendations, and advice for your portfolio. He discusses market valuations and strategies you can use to hedge the positions, as well as the complicated investment vehicles used to make these hedges.
October 12, 2016
In this episode, Mark focuses on several secular and cyclical trends (fee-based advisers, robo planning etc...) that are occurring in the financial services industry. Mark also addresses how the U.S. Department of Labor (DoL) will impact you as an investor and how it can affect your ability to invest and plan for success. He also touches upon some rules to being a successful advisor and reviews some important keys to being a successful investor.
October 13, 2016
In this episode, Mark discusses everything from Merrill Lynch, to indexing vs active portfolio management, chasing returns, social security, and how the new DOL rulings affect the average investor. In Headline vs the Bottom Line, Mark talks about the market and recession risk. He also answers a listener's question about social security.
October 11, 2016
In this episode, Mark talks about the new DOL ruling and how investors are so disenfranchised with the market and don’t understand it. He also discusses a case study on Nepsis Capital Management that showcases a client's $2.5 million portfolio and how Nepsis successfully manages it for the client.
October 10, 2016
In this episode, Mark discusses the importance of clarity in investing and a new DOL ruling that moves away from the Suitability Rule and moves toward a Fiduciary Rule for IRAs. He talks about the consequences of this and how advisors and investors should prepare for the move.
October 7, 2016
In this episode, Mark talks about how your financial advisor should not only help you reach your goals, but also exceed them. Investing in great business is only one component of investing. Strategic cost averaging is a critical component to being a successful investor - there should be balance in your portfolio. In 'Dollars & Sense', he discusses the importance of paying attention to what you own, as well as earning power, inflation hedges, and purchasing power.
October 5, 2016
In this episode, Mark warns against benchmarks and suggests that investors should make macro decisions based on ETFs and mutual funds. If your portfolio is allocated correctly and diversified, you shouldn't be worried about it. He talks about how investors aren't trusting their financial advisors these days, but people spend too much time worrying. It's about future value, not current value.
October 4, 2016
In this episode, Mark talks about how high fees are killing your returns, how funds trade too much, and how index funds beat actively managed funds. Funds preach long term but they invest short term. He then asks, Is your portfolio allowing you to reach the goals you have set out for yourself? No number can gage that.
October 3, 2016
In this episode, Mark discusses the process of owning mutual funds and how investors don't know many of the intricacies that are involved in the investment process. He also discusses a piece by Arthur Levitt: The 7 Deadly Sins of Mutual Funds, which says that high fees are killing your returns and funds trade too much and you get the tax bite. Finally, Mark compares mutual funds to ETF investing.
September 29, 2016
In this episode, Mark discusses how as investors, it is not surprising that we focus so much of our energy and efforts on investment philosophies and strategies, and very little on the investment process itself. Though it does not get sufficient attention, understanding the investment process (getting in and out of investments) is critical for every investor. Mark specifically focuses on the process of owning Mutual Funds and the complications that may arise by investing in them.
September 28, 2016
In this episode, Mark talks about taking advantage of financial resources when they are made available for you - that's investing for success. He also discusses how the upcoming election affects the financial industry and the candidates' stances on financial issues. He ends the show by talking about Modern Portfolio Theory, which is a process that has become more popular over the years to help investors.
September 28, 2016
In this episode, Mark discusses "Billionaires Bet Big on a Market Crash” in his Dollars & Sense segment. He talks about a potential market crash and related predictions. If your portfolio is appropriately allocated and diversified a crash only enhances it for the upcoming market growth. Layer of transparency that allows you to see everything that is going on with your money. Finally, he talks about target dated funds and indexers.
September 27, 2016
