We aim to provide you with the most up-to-date thought leadership for all aspects of your financial life. In addition to your regular meetings and conversations with our advisory team, we also publish our insights on a range of topics including financial planning, investing, tax optimization and business advisory.
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The Only Thing We Have to Fear is Fear Itself
September 22, 2021
This timeless quote delivered by President Franklin D. Roosevelt in his first inauguration speech at the depths of the Great Depression was made not to placate or appease us. It was a rallying cry used to set an agenda as to how we as a country were to respond to what at the time was the worst economic crisis we had ever faced.
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Investing for Success
September 21, 2021
There have been many studies, theorists and practitioners who have believed they have found the answer. The simple truth however, is that the market is such a complex and volatile system that no investor is capable of beating it entirely. However, there are a number of principles that have proven through time to be effective at guiding successful investment decisions.
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3 Easy Ways to Stop Making Mistakes and Start Investing Like a Business Owner
September 20, 2021
Many of today's investors have lost their way when it comes to having an ownership perspective on their investments. Additionally, they lack interest in having clarity in their investment approach. We believe that today's investors should stop making these emotional mistakes and start viewing their investment portfolios like business owners view their companies.
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Addiction to Prediction®
September 20, 2021
Investors, like all people, are drawn to predictions; especially those that play to our natural fears of the unknown. Many of these portents and projections are intentionally constructed in a storytelling format designed to alleviate our anxiety over being uncertain.
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BLOG
5 Dreadful C’s of Mutual Fund Investing
September 16, 2021
If one were in the banking industry the 5 C’s (Character, Capacity, Capital, Collateral and Conditions) would actually have a positive connotation, as they encompass what defines a worthy borrower.
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VIDEO
Invest With Clarity®
September 15, 2021
What do I own? Why do I own it? What's my investment strategy? Can I evaluate and adjust my portfolio? Can I reach my investment goals?
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BLOG
The Year is on Track for V.A.L.U.E.
September 1, 2021
The long-disputed growth versus value investing has heated up again. At Nepsis, Inc., we challenge an either-or option.
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