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: https://ow.ly/KxVu50LMjgL

According to Bespoke, Bearish readings have exceeded 60% only 7 times since 1987 - February 2025 happens to be one of them. At Nepsis, we believe such market volatility can be a harbinger of good things to come, and this is the kind of opportunity that we like to capitalize on with our investment approach! To learn more about our perspective on investing visit us at www.Nepsis.com Sources: Bespoke - https://ow.ly/jUNf50VcX4F AAII - https://ow.ly/wFUc50VcX4C https://ow.ly/EWlm50VcX4H

AI has the power to boost efficiencies and improve data quality — but it won’t replace a personal advisor-client relationship. ? Amanda Butler, Nepsis, Inc.'s chief technology officer, is implementing technology to “automate advisors’ and client service team’s daily tasks.” This tech works behind the scenes, powering an exceptional experience for our clients, all while preserving authentic relationships with their advisors. For further insights on how AI is revolutionizing the financial industry, read the latest from Gregg Greenberg?for?InvestmentNews:? https://ow.ly/8VOt50Vc3Tg

Maximize your deductions to minimize stress! This tax season doesn't have to be overwhelming. Our CPAs work to ensure accuracy, save you time, and help you keep more of your hard-earned money! Let Nepsis Tax Solutions stress over the details so you don’t have to! https://ow.ly/nGYE50Vb8g1 #TaxSeason #CPABenefits #SmartMoney

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