Playing Tic Tac Toe With The Equity Style Box Featuring Chuck Etzweiler, MBA, CIMA®, CFP®, CMT (Ep.86)

<p>Most financial advisors follow a short, cookie cutter process that does not take into account current market conditions or the individualization of your portfolio and can lead to over diversification due to many variables. </p> <p>In this episode, Mark Pearson and Chuck Etzweiler discuss the style box and how it was created as a tool of asset allocation. They take you through the allocation of each box and how they are used.</p> <p>Chuck discusses: </p> <ul><li>Our opinion based on past market conditions</li> <li>Asset allocation information to consider based on the current state of the market</li> <li>Common trends that impact people’s willingness to spend money</li> <li>The nine box theory and how it applies to asset allocation</li> <li>And more</li> </ul> <p>Connect With Chuck Etzweiler:</p> <ul><li><a href='mailto:cetzweiler@investwithclarity.com'>Email Chuck </a></li> </ul> <p>Connect With Mark Pearson: </p> <ul><li><a href='https://www.investwithclarity.com/'>Nepsis®</a> </li> <li><a href='mailto:mpearson@investwithclarity.com'>Email Mark</a></li> </ul> <p>About Our Guest: </p> <p>With more than three decades of investment industry experience, Chuck Etzweiler, MBA, CIMA®, CFP®, CMT directs the on-going research efforts of the firm, much of which help both advisors and clients understand the philosophy and strategy of Nepsis, Inc. in a deeper manner. A high percentage of the focus of the research is centered around money manager pitfalls, investor short-comings and repetitive behavioral biases that detract clients from earning optimal returns.</p> <p> </p>