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.
BLOG
Gimme Three Steps
September 2, 2022
In our estimation, a good way for investors to remember the three pieces of information needed before markets stabilize can be taken from a key line in the 70’s Southern Rock Group Lynyrd Skynyrd's famous song, “Gimme Three Steps.”
READ
BLOG
Clarity and its Meaning in a Well Diversified Portfolio
August 5, 2022
Advisorpedia interviewed Mark Pearson, Founder & Chief Investment Officer of Nepsis, Inc. at BNY Mellon | Pershing INSITE in June,…
READ
BLOG
Lifting Weights While We W.A.I.T.
July 8, 2022
As Americans, we find it very difficult to wait for anything – let alone for the days of positive equity markets to return once again. So, when we are asked to wait, two questions arise: “What are we waiting for?” and “What do we do while we are waiting?”
READ
BLOG
Nepsis, Inc. Hires Luke Tousley As Its New Vice President of Networking
May 20, 2022
Nepsis, Inc., a national investment management firm headquartered in Minneapolis, MN, today announced the hire of Luke Tousley as its new Vice President of Networking.
READ
BLOG
Workers and Retirees Face Stock Market Fall
May 20, 2022
Despite volatility in the stock market, there’s generally an upward trajectory. But what if you want to retire soon, and prices are falling for who knows how long? NTD asked Mark Pearson for his advice.
READ
BLOG
Americans See $5 Trillion Disappear In Stock Market Crash
May 20, 2022
Chuck Etzweiler offers historical perspective on the current market situation. Comparing this downturn to 1994 when the Federal Reserve implemented multiple rate hikes to ward off inflation, Etzweiler suggested “If this Powell-led Fed can engineer a soft landing we could see a similar set of years following 2022 that reward investors for sticking to their plan.”
READ
WHITE PAPER
Why Investors Should Not Follow Indexes
March 17, 2022
All indexes are not created equal. Most advisors and many astute clients are aware of the fact that over the last twenty years, equity mutual fund investors have not only failed to beat the market as defined by the S&P 500 but their fund managers have also trailed their chosen benchmark.
READ