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 #36: Never Want to Miss Your Ten Best Days
May 15, 2026
We have all heard the old adage – don't time the market.
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Etzweiler: AI, Industrials, and the Next Phase of the Bull Market
May 14, 2026
Chuck Etzweiler, SVP and Chief Research Officer at Nepsis, appeared on the Schwab Network to discuss the dynamics of the…
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Nugget #35: Over $7 Trillion of Cash on the Sidelines
May 8, 2026
Cash may be King, but it certainly doesn't get the "crown" when it comes to investment returns.
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BLOGS
Etzweiler: Midterm Volatility and Long‑Term Opportunity
May 7, 2026
We are proud to announce that Chuck Etzweiler, Chief Research Officer & Senior Vice President of Nepsis was featured as a…
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Nugget #34: Not Necessarily a Bear to Beware
May 1, 2026
Many investors worry about 5% pullbacks turning into bear markets. It's human nature.
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Nugget #33: The AI “Industrial” Revolution
April 28, 2026
There is reason to believe that the AI revolution still has plenty of room to grow from an investment standpoint.
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Nugget #32: History Lesson
March 19, 2026
As an investor, it's easy to get caught up in the stress of external factors that are affecting the market in the short-term.
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