Process before Progess™
To achieve long-term success, we believe today’s investors need to Invest With Clarity® and that requires putting Process Before Progress™
WHEN YOU PUT PROCESS BEFORE PROGRESS™ – YOU START YOUR JOURNEY TOWARDS INVESTING WITH CLARITY®. WE ARE HERE TO HELP YOU REACH YOUR GOALS – LET US BE YOUR GUIDE WITH THE CLARITY ROADMAP®.
The Retirement Checklist
Are you nearing retirement or already in retirement? The Nepsis Retirement Checklist provides specific steps designed to help you have clarity about retirement .
Find Clarity in your financial life so you can truly Retire with Clarity®.
Access The Nepsis Retirement Checklist
Addiction to Prediction®
Helping Investors Avoid Investment Mistakes & Misconceptions
Today’s investors need clarity in their investing, financial planning and estate planning more than ever. Our Addiction to Prediction® process provides the discipline, research, advice and insight needed to break through the barriers that inhibit investors. As a result, investors can come to understand their investment portfolios in a whole new light and invest with clarity.
Investors tend to be their own worst enemy – but this is not entirely their fault. The financial media and Wall Street analysts bombard the public with sensational and fear-based news, and many financial services firms fail to better inform and educate their clients. As a result, investors are left without the guidance they need to make the informed decisions required to accomplish their long-term goals.
The Dalbar Study findings repeatedly demonstrate the fact that investors sell at the lows and buy at the highs. Through the Addiction to Prediction process, we take the time to help clients understand what they own and why they own it, as well as debunk the investing misconception plaguing today’s investors. Here are a few of the common mistakes and misconceptions that we see:
CHASING HISTORICAL PERFORMANCE
Past performance does not guarantee future results. Yet, it is used to justify picking an investment. You put yourself at a disadvantage when you don’t understand how historical returns were achieved and expect the same outcome in the future.
COMPARING YOUR PORTFOLIO TO AN INDEX OR A BENCHMARK
Portfolio comparison is “the thief of all joy”. If you don’t understand how benchmarks are structured, how their returns are calculated and it’s not an ”apples to apples” comparison, you put yourself at an investing disadvantage when you compare your portfolio to an index or benchmark.
YOUR PORTFOLIO IS INVESTED IN THE “STOCK MARKET”
You don’t invest in the stock market. You invest in businesses. The stock market is nothing more than the greatest tool ever created to bring buyers and sellers of businesses together.
WHEN A STOCK PRICE GOES DOWN YOU LOSE MONEY
You don’t lose money until you sell your business. Volatility in businesses should be viewed as opportunity to invest more into great businesses while they are on sale.
Want to learn more about Nepsis’ Addiction to Prediction® process? Download our Free Addiction to Prediction® WhitePaper
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