Negativity
In this episode, Mark talks about taxes again and he discusses the outcome of the negativity that surrounds the market and investing.
April 13, 2016
Gold
In this episode, Mark talks about investing in cyclical commodities like gold, oil, steel and more. He also takes a look at fund flows of this year in various sectors.
April 12, 2016
Tax Discipline
In this episode, Mark talks about taxes, just in time for the tax deadline. He discusses tax planning and why tax refunds are more exciting than they should be.
April 11, 2016
Planning & Protecting Your Investments
In this episode, Mark kicks off the Headline vs. the Bottom Line, a new segment that Mark will talk about every Friday. He also discusses planning your financial future and protecting your investments and assets.
April 8, 2016
How Investors are Wired
In this episode, Mark circles back to discuss diversification vs over-diversification, volatility, and investor behavior.
April 5, 2016
The 2016 Crash?
In this episode, Mark hints at the possibility of a stock market crash in 2016 and what that means for investing.
April 4, 2016
Learning from the Past
In this episode, Mark talks about the economy and markets and discusses reactions to past financial crises.
April 1, 2016
Tax Alpha
In this episode, Mark talks about "Tax Alpha", a common term in investing that few investors actually understand.
March 31, 2016
Riding the Investment Rollercoaster
In this episode, Mark discusses the headline versus bottom line in investing. He also touches on the sense of negativity that surrounds investing.
March 30, 2016
Legacy Planning
In this episode, Mark takes a step away from investing, and discusses legacy planning, its importance, and how planning impacts your investments.
March 29, 2016
Active vs. Passive Investment Management
In this episode, Mark discusses the debate between active investing and passive investment management.
March 28, 2016
Diversification
In this episode, Mark talks about protecting your assets, the importance of diversification, and volatility. He also circles back to the Four Keys of Successful Investing.
March 25, 2016
Why Nepsis?
In this episode, Mark answers a simple question: Why Nepsis? He explains what his firm does for its clients and how it maintains its client-base after 20 years. He also answers a listener's question about strategy when it comes to mutual funds, annuities, and ETFs.
March 24, 2016
Chasing the Headlines
In this episode, Mark discusses the importance of staying level headed and not chasing the headlines while investing. He stresses that you should do things in a matter that is conducive to your investment goals and objectives, and your tolerance for volatility.
March 23, 2016
Patience is a virtue
In this episode, Mark discusses delayed gratification and asking the right and wrong questions in terms of investing.
March 22, 2016
"Claritology"
In this episode, Mark discusses "Claritology", including investment philosophy and process. He touches on the importance of clarity in our investment decisions, financial goals, and other aspects of life.
March 21, 2016
Municipal bonds
In this episode, Mark discusses the advantages and disadvantages of municipal bonds, the differences between stocks and bonds, and managing your assets.
March 18, 2016
Are your investments doing the best they can?
In this episode, Mark addresses a crucial component that impacts investment portfolios: behavioral investing. Too many investors "over value" input from financial industry news, trends or pundits and, as a result, leaves them with little understanding of the investments they own within their portfolios. Thus, at the very least, this leads to investor portfolio's being under or over-diversified and makes it difficult for investors to effectively and objectively evaluate their portfolio's performance.
March 17, 2016
Great expectations
In this episode, Mark discusses that having a clear understanding of an investment adviser's "buy and sell" discipline as it relates to your investment portfolio, will create a positive correlation between your portfolio's performance and your investment expectations.
March 16, 2016
NO SENSE, NONSENSE, COMMON SENSE
In this episode, Mark not only touches upon investment distractions (the "nonsense") and pitfalls (the "no sense") that can hinder your investment portfolio's performance, but also provides a few simple rules (the "common sense") that can help you achieve financial success.
March 15, 2016
