Thought Leadership

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.

NEPSIS NUGGETS

Nugget #54: What a Difference a Day Makes

When volatility is high and emotions get the best of worried investors, many get out of the market. However, research has shown that if an investor had missed the 10 best days of the S&P 500 from 2006-2025, they would have sacrificed almost 4.5% points of positive returns (6.6% vs 11%). Discover our strategy for staying invested for the long-term. 

READ

NEPSIS NUGGETS

Nugget #53: The Long and Winding Road of Investing

Even though stocks have had a positive return in nearly every ten-year period, that fact doesn’t make it easy for average investors to stick to their investment process during times of volatility. Learn how Nepsis carefully selects 20-40 great companies and has a plan to capitalize on the volatility that causes many investors to get lost on the long and winding road of investing.

READ

NEPSIS NUGGETS

Nugget #52: Too Much Concentration?

Never before has the S&P 500 been so driven by the performance of just 3 stocks. Is it too much concentration? Are you overweight in certain sectors? You need answers. That’s why we believe in knowing what you own in your portfolio and why.

READ

NEPSIS NUGGETS

Nugget #51: Bear Market for Bonds

With so much economic turbulence these days many investors do not know where to turn.

READ

NEPSIS NUGGETS

Nugget #50: Talking About a Revolution

Bill Gates has recently opined that AI has advanced faster than anyone had expected and that this could potentially lead to unknown and serious economic and social consequences.

READ

NEPSIS NUGGETS

Nugget #49: Lessons Learned from a Time of Pain

The sorrow and pain of 9/11 is still raw 25 years later.

READ

NEPSIS NUGGETS

Nugget #48: There’s No Comparison

Part of our investment philosophy at Nepsis is to carefully select 20-40 high-quality companies that have strong growth potential and are priced fairly from a value standpoint.

READ