In this episode, Mark talks about the who, what, where, when, and why of your money. He talks about transparency, when it's time to sell your investment, politics, investment process, Claritology, and wealth management. He also stresses the importance of having a money manager.
September 26, 2016
In this episode, Mark welcomes Kristin Rowell, partner at Anthony Ostlund Baer & Louwagie, to discuss Limited Liability Companies. Learn the ins and outs of and how LLCs operate as they talk about their changing landscapes. From who's in charge, to changes in laws that govern LLCs, learn what you need to know about the duties of operating an LLC properly: the duties of loyalty, honesty, and good faith.
September 22, 2016
In this episode, Mark talks about how success is not just about money and the illusion that the stock market is rigged. He stresses the importance of asset allocation and diversification. If you want to invest for success, there has to be a level of clarity in the decisions you’re making and how they affect your plan. Investing for success requires a process.
September 21, 2016
In this episode, Mark discusses how investors are addicted to predicting what the stock market is going to do throughout the year. He goes back over his own predictions from earlier this year. Finally, he stresses the importance of appropriate asset allocation and diversification based on your goals.
September 15, 2016
In this episode, Mark talks about the Dalbar study, which explains the behavioral finance aspect of investing. He also discusses the new and increasingly popular phenomenon of robo-advisors, how they use algorithms to make decisions and questions their accuracy and trustworthiness. Mark continues his discussion on investor behavior as well.
September 14, 2016
In this episode, Mark talks about how clarity is the foundation of success. When there are volatile periods, it's important as an investor to prepare yourself for opportunities. He also talks about when it's time to do a cash-flow analysis and how trust is a fundamental component of making financial decisions. Mark also talks about interest rates, bonds, and yields.
September 13, 2016
In this episode, Mark talks about mortgage, insurance, legal, financial planning, and tax planning. He also discusses financial risks, interest rates, maximizing returns and minimizing risks.
September 12, 2016
In this episode, Mark talks about how Nepsis Capital helps its clients. He discusses some investing basics, including how many companies to own, not investing all your money at once, always being prepared, mutual funds, asset correlation, and diversifying your portfolio into asset classes that are not correlated together.
September 9, 2016
In this episode, Mark discusses asset allocation and the importance of maximizing returns, minimizing risk, and taking advantage of financial opportunities. He also talks about diversification: the process of allocating capital in a way that reduces the exposure to any one particular asset or risk and reducing risk or volatility by investing in a variety of assets. He says you should diversify your assets according to your tolerance for risk and volatility.
September 8, 2016
In this episode, Mark talks about how we're constantly looking for ways to invest and plan for success. The valuation of investment assets goes up and down and it's relative to the extent of its worth and what people are willing to pay. The majority of money made in the market is when the market is down.
September 7, 2016
In this episode, Mark talks about how success is relative and that it's a process that takes time. Many investors are intimidated by the financial planning process and don't have a strategy that will enhance their ability to invest and plan for success. Success is about what is important to you and what you want to accomplish. Clarity is the foundation of success.
September 6, 2016
In this episode, Mark talks about how his team wants to help investors use money as a tool and a resource. Your time is worth more than your money and success requires clarity. He also discusses an email from a prospective client as well as an article titled "If You're Investing in the Longterm, You're Crazy".
August 29, 2016
In this episode, Mark hosts his longtime friend, Jim Brangenberg on the show. Jim, with a background in IT and business, talks with Mark about how they help people identify what success is, including what money means, what's important to an individual, and goals and objectives for investors. Success is a process over time and it looks different to everyone.
August 26, 2016
In this episode, Mark discusses what makes a successful investor: knowing their greatest risks, knowing whether their investments are doing the best they can, and knowing they don't make or lose money until they sell. We make money by being the steward of resources and make decisions based on a proven process so that our clients can achieve their financial goals.
August 25, 2016
In this episode, Mark talks about how investors are intimidated by their investments. Wall Street is rigged and they only care about their bonuses and the money they make. He also discusses the traits of successful investors and advisors. Successful advisors know their strategy, do not waver from that strategy, are flexible and are able to move money as fundamentals, ideals, or needs change, and are transparent by being able to see what's going on with your money.
August 24, 2016
In this episode, Mark hosts Sarah from Travel Leaders. The two discuss the correlation of travel in life and investments. They say that people spend more time planning their vacations than they do their retirements and talk about how 9/11 and the financial crisis of 2008 affected the travel industry.
August 23, 2016
In this episode, Mark talks about politics in relation to investing. He says that if you time horizon is greater than the four year presidency, you'll do just fine. President Obama has been good for the stock market and the left always benefits people who have money. Mark also discusses investor behavior, flexibility, and transparency as it relates to investing.
August 22, 2016
In this episode, Mark talks about how it doesn't matter what investors invest in, they still invest at market highs and sell at market lows. This behavior will not change until investors factor in clarity and leadership. Investors need to communicate their goals with their advisor. Having transparency will help investors reach their goals. Mark also discusses beta, "the spread", and benchmarks.
August 17, 2016
In this episode, Mark talks about how people have no idea how much it costs to have their money managed, how much the fees are, and what the returns are. He also discusses the potential for a market correction.
August 16, 2016
In this episode, Mark talks about how you can't put a price on clarity and flexibility and that investing and your portfolio don't need to be intimidating. Most investors do not have the flexibility in their portfolios to buy more when prices are down. Mark also discusses the behavioral aspects of investing as well as volatility.
August 15, 2016
