Nepsis, Inc.

With so much noise and clutter surrounding the markets, it’s hard getting to the bottom line. The Nepsis® App delivers you the straight facts without all the market babble. Download here: http://ow.ly/KxVu50LMjgL

A survey from NerdWallet revealed that a staggering 83% of Americans admit to exceeding their budget—often relying on credit cards to make up the difference. Learn how to take control of your finances with some smart budgeting strategies from our latest blog: https://ow.ly/hk3C50V72no #BudgetSmart #FinancialFreedom #FinancialGoals

Market volatility isn’t an advisor’s enemy – it’s your ally.   When turbulent markets leave investors anxious, advisors have the opportunity to build trust by offering clear, strategic guidance.    “Historically, market corrections have served as precursors to periods of growth,” says our founder and chief investment officer, Mark Pearson. By positioning client portfolios to capitalize on that growth, you’ll foster deeper relationships and set your clients up for long-term success. Want more insights on navigating market volatility with your clients? Check the full article from Mark for InvestmentNews: https://ow.ly/VNXX50V5Bk2

What role does technology play in our mission to advise with Clarity?   Our chief technology officer Amanda Butler was featured in Financial Planning’s Show Me Your Stack, where she shared how workflow automations keep internal operations efficient, allowing our advisors to focus on what truly matters – providing excellent client service.    Want to learn more about Amanda and our technology strategy? Check out the full column via Rob Burgess: https://ow.ly/8l1O50V3Kz2

Are taxes quietly eating away at your investment returns? Smart investors know that tax efficiency isn’t just about saving money—it’s about maximizing long-term wealth. Learn how strategic tax planning can help you keep more of what you earn with our latest blog: https://ow.ly/OcpZ50V2UQw

Proactive service isn’t a bonus—it’s what clients expect from their advisors. That’s why we lead with Clarity, building every relationship on a deep understanding of our clients’ personal and financial lives to anticipate their unique needs.   “Our clarity assessment offers clients one of the most robust views of potential gaps in their financial lives both business and personal, even before they engage in formal tax or financial planning with us,” said our chief technology officer Amanda Butler.   Through our client-facing app and commitment to strong relationships, we deliver personalized, proactive service that puts clients first. Read more via Gregg Greenberg for InvestmentNews: https://ow.ly/bqAk50V0ofM

Taxes can erode your investment returns more than fees or market losses. Smart investors use tax-efficient investing strategies, such as tax-loss harvesting, designed to help them keep more of their hard-earned money! Make the tax code work for you. Read more here: https://ow.ly/VxI450UYMuT #TaxEfficientInvesting #WealthBuilding #FinancialFreedom

Confused by your credit score? 🤔 Understanding what impacts your score is the first step to improving it! 💳 Learn the key factors that determine your score and strategies to boost it over time. https://ow.ly/SMYv50UUcVY #CreditScore #SmartMoney #FinancialWellness

Will REITs bounce back in 2025? “If investors have a disciplined process, there are great opportunities that lie ahead in this space,” said Chuck Etzweiler, our senior vice president of research. Commercial real estate values could get a boost from return to in-person office trends, creating opportunities for strategic investors to capitalize on other’s real estate anxieties. Investors just need to keep an eye out for valuable properties and projects. For more insight on REITs’ potential performance in the new year, read more from Gregg Greenberg for InvestmentNews: https://ow.ly/4Em150UQryI