Simple, but Not Easy

by Morningstar
0

Hello, and welcome to Simple, but Not Easy, where we turn complicated financial developments into actionable ideas. This is a podcast from Morningstar’s Wealth Group, where we equip financial advisors with our best ideas to remove friction and help clients achieve goals.

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Recent Episodes
  • Stay on Track Through Market Volatility—with Research, Not Reaction
    May 20, 2025 – 00:43:23
  • The Public-Private Convergence: How Private Market Investing Is Becoming More Accessible
    Apr 7, 2025 – 00:29:08
  • Financial Advisors Take Back Time with AssetMark
    Feb 12, 2025 – 00:43:25
  • 2025 Outlook: Rotating Between Defense and Offense
    Dec 23, 2024 – 00:38:28
  • Post-Election Recap: Diversification, Fundamental Analysis, and Valuations Will Likely Drive Future Success
    Dec 6, 2024 – 00:25:04
  • Strange Times in the US Housing Market – Breaking it All Down
    Oct 29, 2024 – 00:33:36
  • Principles-Based Investing, Industry Trends, and Getting to Know Morningstar Wealth CIO, Philip Straehl
    Sep 30, 2024 – 00:31:53
  • Opportunity Awaits: A Midyear Outlook
    Jul 16, 2024 – 00:33:03
  • Lifetime Financial Advice: Enhanced Personalization by Considering Human Capital
    May 7, 2024 – 00:31:32
  • Baby Boomers to Millennials: Working Across Generations to Help Them Achieve Financial Goals
    Mar 14, 2024 – 00:41:08
  • U.S. Stocks: Beyond the Magnificent Seven
    Feb 6, 2024 – 00:28:33
  • 2024 Outlook: Economy, Inflation, Best Ideas, and AI
    Dec 8, 2023 – 00:48:50
  • AI's Role in the Future of Wealth Management, Featuring the AI Character "Morningstar Mo"
    Nov 2, 2023 – 00:42:56
  • The Cutting Edge of Advisor Technology: Ezra Group's Craig Izkowitz
    Jul 11, 2023 – 00:32:30
  • BlackRock's Liz Koehler on Financial Advice, Using Models, and Raising the Bar
    Jun 7, 2023 – 00:28:03
  • Game-Changing Advisor Trends, With Cerulli and SMArtX
    May 9, 2023 – 00:40:57
  • 30,000-Foot View of Financial Advisor Challenges, Including Data and New Regulations
    Apr 6, 2023 – 00:39:10
  • What Actions Add Value in This Environment?
    Mar 3, 2023 – 00:37:46
  • 2023 Outlook: Inflation, Recession, Valuations, and Retirement
    Jan 3, 2023 – 00:33:49
  • An Inside Look at Direct Indexing
    Dec 22, 2022 – 00:40:39
  • “Advisors Will Want to Run a More Profitable, Growing, Scalable Practice” - Daniel Needham to Financial Advisors
    Nov 21, 2022 – 00:37:58
  • Latest Research on Stagflation & Market Impacts
    Nov 1, 2022 – 00:30:52
  • Investing in Today's Volatile Markets: New Season, 100th Episode
    Oct 17, 2022 – 00:41:17
  • Episode 100 Coming Next: But First, Listen To Our Most Downloaded Episode So Far
    Oct 4, 2022 – 01:03:17
  • Behavioral Science & Tips in Volatile Markets
    Aug 23, 2022 – 00:25:32
  • Getting Personal: Getting to Know How Advisors Get to Know Their Clients (Episode 13 Rebroadcast)
    Jun 27, 2022 – 00:36:42
  • What Does Good Forecasting Look Like—and Why Are Weather Forecasters So Good at It? (Episode 65 Rebroadcast)
    Jun 13, 2022 – 00:26:12
  • Our Insights on the Berkshire Hathaway Annual Shareholder Meeting
    May 30, 2022 – 00:55:41
  • Investing Amidst Uncertainty
    May 16, 2022 – 01:03:17
  • Is Dollar-Cost Averaging Irrational? Compared to What? (Episode 30 Rebroadcast)
    May 2, 2022 – 00:31:07
  • Dump the Dow: Why What You Pay Attention to Matters (Episode 14 Rebroadcast)
    Apr 18, 2022 – 00:28:21
  • Demonstrating ESG Commitments for Advisors and Investors (Episode 74 Rebroadcast)
    Mar 21, 2022 – 00:37:51
  • Fear of the Unknown: Inflation and Rising Rates
    Mar 7, 2022 – 00:53:11
  • Key Investing and Behavioral Messages for Advisor-Client Meetings (Episode 51 Rebroadcast)
    Feb 21, 2022 – 00:38:42
  • Risk, Downside Protection, and the Goal Mindset
    Feb 8, 2022 – 01:01:49
  • Overconfident? Cognitively Rigid? How Investors Can Make Better Decisions by Dealing With Emotions and Biases (Episode 50 Rebroadcast)
    Jan 25, 2022 – 00:28:19
  • 2022 Outlook
    Jan 11, 2022 – 00:58:03
  • ESG in 2022: a Simple, but Not Easy Short
    Dec 21, 2021 – 00:20:02
  • Easing Inflation Worries
    Nov 30, 2021 – 00:57:02
  • Sizing up Risks and Opportunities in Chinese Equities
    Sep 27, 2021 – 00:28:05
  • The Potential Impact of Corporate Tax Hikes on Equities
    Sep 13, 2021 – 00:38:04
  • The Sustainability Stress Test
    Sep 7, 2021 – 00:49:06
  • Our Global Convictions Following Q2 2021
    Jul 28, 2021 – 00:40:18
  • 2021 Inflation Insights
    Jul 12, 2021 – 00:59:38
  • Global Energy Stocks: In Structural Decline or a Buying Opportunity?
    Jun 28, 2021 – 00:30:14
  • Our Reactions: 2021 Berkshire Hathaway Annual Meeting
    Jun 14, 2021 – 00:53:25
  • Our Investment Convictions: Searching for Select Opportunities
    May 10, 2021 – 00:33:16
  • Will Consolidation Destroy Personalization for Financial Advisors?
    Apr 26, 2021 – 00:30:40
  • We're Temporarily Moving to a Biweekly Cadence
    Apr 19, 2021 – 00:01:03
  • Dividend Stocks: How Coronavirus, Value/Growth, and Interest Rates Have Affected Income
    Apr 12, 2021 – 00:20:08
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